Mar Vista Investment Partners LLC Portfolio Holdings

Mar Vista Investment Partners LLC

  • $1.13 Billion
  • Q1 2025

Mar Vista Investment Partners LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $77.8M, Trans Digm Group Inc with a value of $69.7M, Apple Inc. with a value of $58.7M, Amazon Com Inc with a value of $56.9M, and Visa Inc. with a value of $56.9M.

Examining the 13F form we can see an decrease of $243M in the current position value, from $1.37B to 1.13B.

Mar Vista Investment Partners LLC is based out at Los Angeles, CA

Below you can find more details about Mar Vista Investment Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.13 Billion
Technology: $455 Million
Industrials: $193 Million
Financial Services: $141 Million
Healthcare: $133 Million
Communication Services: $80.8 Million
Consumer Cyclical: $60.3 Million
Consumer Defensive: $38 Million
Real Estate: $26.1 Million
Other: $65,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Brookfield Asset Mgmt A
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 32.22%
$181B
$14,000 0.0% of portfolio
46
Q1 2025 Reduced 48.89%
$300B
$0 0.0% of portfolio
-
Q3 2023 New
$95B
$36,000 0.0% of portfolio
579
Q3 2024 Reduced 99.89%
$251B
$23,000 0.0% of portfolio
207
Q1 2025 Reduced 31.0%
Sartorius Ag Unsp Adr
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 5.31%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $1.13 Billion
  • Prior Value $1.37 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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