Mar Vista Investment Partners LLC Portfolio Holdings

Mar Vista Investment Partners LLC

  • $1.47 Billion
  • Q3 2024

Mar Vista Investment Partners LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.47 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $102M, Apple Inc. with a value of $92.6M, Trans Digm Group Inc with a value of $87.6M, American Tower Corp with a value of $71M, and Amazon Com Inc with a value of $68.8M.

Examining the 13F form we can see an decrease of $466M in the current position value, from $1.93B to 1.47B.

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 $1.47 Billion
Technology: $571 Million
Industrials: $255 Million
Healthcare: $161 Million
Financial Services: $149 Million
Communication Services: $125 Million
Consumer Cyclical: $72.7 Million
Real Estate: $71.1 Million
Consumer Defensive: $63.4 Million
Other: $86,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.7B
$29,000 0.0% of portfolio
1,479
Q2 2023 Added 4.45%
$44.4B
$19,000 0.0% of portfolio
501
Q2 2023 Added 5.47%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 1.73%
$300B
$0 0.0% of portfolio
-
Q3 2023 New
$92.4B
$51,000 0.0% of portfolio
579
Q3 2024 Reduced 99.89%
$222B
$34,000 0.0% of portfolio
300
Q2 2024 Reduced 99.42%
$15.8B
$53,000 0.0% of portfolio
737
Q3 2024 Reduced 87.02%
Brookfield Corp
-
$0 0.0% of portfolio
-
Q3 2024 Added 6.88%
Sartorius Ag Vorzug
-
$0 0.0% of portfolio
-
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $1.47 Billion
  • Prior Value $1.93 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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