SEC 13F Intelligence

Managers / Q4 2021 · view latest →

MAR VISTA INVESTMENT PARTNERS LLC

CIK 0001419999 · 11150 SANTA MONICA BLVD., SUITE 320, LOS ANGELES, CA, 90025 · (310) 917-2800

Reported Value
$3.7B
Q4 2021
Positions
69
Filings on Record
30
2019–present window
Filed
Feb 11, 2022
original filing

Summary

Mar Vista Investment Partners LLC reported $3.7B in U.S.-listed holdings across 69 positions for Q4 2021.

Its largest position, AAPL, represents 5.7% of the portfolio.

Compared with Q3 2021, the fund opened 2 new positions and exited 1.

Portfolio Metrics

Turnover
+6.0%
vs prior filed quarter
Top-10 Concentration
+42.3%
share of reported value
Largest Position
+5.7%
Apple
New / Exited
2 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $3.0BQ4 ’18Q1 ’19: $3.8BQ2 ’19: $3.8BQ3 ’19: $4.0BQ4 ’19: $4.2BQ4 ’19Q1 ’20: $3.3BQ2 ’20: $3.7BQ3 ’20: $3.8BQ4 ’20: $4.0BQ4 ’20Q1 ’21: $4.3BQ2 ’21: $4.1BQ3 ’21: $3.9BQ4 ’21: $3.7BQ4 ’21Q1 ’22: $3.2BQ2 ’22: $2.4BQ3 ’22: $2.2BQ4 ’22: $2.2BQ4 ’22Q1 ’23: $2.3BQ2 ’23: $2.4BQ3 ’23: $2.1BQ4 ’23: $2.2BQ4 ’23Q1 ’24: $2.3BQ2 ’24: $2.0BQ3 ’24: $1.6BQ4 ’24: $1.5BQ4 ’24Q1 ’25: $1.2BQ2 ’25: $1.3BQ3 ’25: $1.2BQ4 ’25: $1.1BQ4 ’25Q1 ’26: $1000Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 89.9%Other: 4.0%REIT: 3.5%ADR: 2.6%
  • Common Stock · 89.9% · $3.3B
  • Other · 4.0% · $149M
  • REIT · 3.5% · $129M
  • ADR · 2.6% · $96M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PYPLPAYPAL HOLDINGS INCNEW+499.3K499.3K+$94M$94M
PRNDYPERNOD RICARD SA - SPON ADRNEW+76.9K76.9K+$4M$4M
T7DTRANSDIGM GROUP INCADDED+100.9K195.9K+$65M$125M
TFXTELEFLEX INCSOLD OUT−111.4K0−$42M$0
MCHPMICROCHIP TECHNOLOGY INCADDED+583.3K1.54M−$13M$134M
INFINEON TECHNOLOGIES ADRTRIMMED−8831.8K−$27,000$85,000
INTUINTUIT INCTRIMMED−119.6K257.4K−$38M$166M
ROPROPER TECHNOLOGIES INCTRIMMED−48.3K147.3K−$15M$72M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2021

49 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AAPLAPPLE INChistory →COMMON STOCKS5.66%$209M1.18M
2BRK/BBERKSHIRE HATHAWAY INC-CL Bhistory →COMMON STOCKS4.66%$172M576.1K
3INTUINTUIT INChistory →COMMON STOCKS4.48%$166M257.4K
4GOOGALPHABET INC-CL CCOMMON STOCKS4.47%$165M57.1K
5MSFTMICROSOFT CORPhistory →COMMON STOCKS4.31%$160M474.4K
6FRCBFIRST REPUBLIC BANK/CAhistory →COMMON STOCKS4.26%$158M763.8K
7AMZNAMAZON.COM INChistory →COMMON STOCKS3.96%$146M43.9K
8MCHPMICROCHIP TECHNOLOGY INChistory →COMMON STOCKS3.63%$134M1.54M
9AMTAMERICAN TOWER CORPhistory →COMMON STOCKS3.48%$129M439.9K
10ADBEADOBE INChistory →COMMON STOCKS3.42%$127M223.1K
11T7DTRANSDIGM GROUP INChistory →COMMON STOCKS3.37%$125M195.9K
12SCHWSCHWAB CHARLES CORPhistory →COMMON STOCKS3.29%$122M1.45M
13MKLMARKEL CORPhistory →COMMON STOCKS3.25%$120M97.3K
14APDAIR PRODUCTS & CHEMICALS INChistory →COMMON STOCKS3.18%$118M386.7K
15DUTMOODYS CORPhistory →COMMON STOCKS2.97%$110M281.2K
16MTDMETTLER-TOLEDO INTERNATIONALhistory →COMMON STOCKS2.73%$101M59.5K
17HONGBPHONEYWELL INTERNATIONAL INChistory →COMMON STOCKS2.65%$98M469.9K
18NKENIKE INC CL Bhistory →COMMON STOCKS2.60%$96M576.5K
19PYPLPAYPAL HOLDINGS INChistory →COMMON STOCKS2.55%$94M499.3K
20JNJJOHNSON & JOHNSONhistory →COMMON STOCKS2.51%$93M542.1K
21METAMETA PLATFORMS INChistory →COMMON STOCKS2.51%$93M275.6K
22VVISA INC-CLASS A SHAREShistory →COMMON STOCKS2.24%$83M383.1K
23NFLXNETFLIX INChistory →COMMON STOCKS2.19%$81M134.7K
24CRMSALESFORCE.COM INChistory →COMMON STOCKS2.18%$81M317.9K
25ROPROPER TECHNOLOGIES INChistory →COMMON STOCKS1.96%$72M147.3K
26VNTVONTIER CORPhistory →COMMON STOCKS1.92%$71M2.31M
27APHAMPHENOL CORP-CL Ahistory →COMMON STOCKS1.87%$69M791.5K
28SAPSAP SE-SPONSORED ADRhistory →COMMON STOCKS1.82%$67M479.2K
29LINDE PLCCOMMON STOCKS1.81%$67M193.7K
30FTVFORTIVE CORPhistory →COMMON STOCKS1.77%$65M857.2K
31PEPPEPSICO INChistory →COMMON STOCKS1.63%$60M347.9K
32UNILEVER PLC-SPONSORED ADRCOMMON STOCKS1.55%$57M1.06M
33USBUS BANCORPhistory →COMMON STOCKS1.30%$48M857.3K
34ECLECOLAB INChistory →COMMON STOCKS1.18%$43M185.3K
35SBUXSTARBUCKS CORPhistory →COMMON STOCKS0.98%$36M311.4K
36NESTLE SA-SPONS ADRCOMMON STOCKS0.23%$8M59.7K
37MEDTRONIC PLCCOMMON STOCKS0.18%$7M64.5K
38AMEAMETEK INCCOMMON STOCKS0.17%$6M43.2K
39CANADIAN PACIFIC RAILWAY LTDCOMMON STOCKS0.15%$6M77.7K
40ADDYYADIDAS AG-SPONSORED ADRCOMMON STOCKS0.12%$5M31.6K
41RECKITT BENCKISER-SPON ADRCOMMON STOCKS0.11%$4M228.7K
42NVSNNOVARTIS AG-SPONSORED ADRCOMMON STOCKS0.10%$4M42.5K
43PRNDYPERNOD RICARD SA - SPON ADRCOMMON STOCKS0.10%$4M76.9K
44TSMTAIWAN SEMICONDUCTOR-SP ADRCOMMON STOCKS0.09%$3M27.7K
45COLOPLAST AS- UNSPON ADRCOMMON STOCKS0.09%$3M184.0K
46BROOKFIELD ASSET MANAGE-CL ACOMMON STOCKS0.08%$3M48.6K
47CELLNEX TELECOM SACOMMON STOCKS0.07%$3M45.0K
48FANUC CORPCOMMON STOCKS0.06%$2M11.3K
49SAFRAN SA-UNSPON ADRCOMMON STOCKS0.05%$2M54.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1000M35May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.1B34Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.2B32Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.3B57Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.2B56Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.5B56Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.6B59Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.0B61Aug 2, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.3B60May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.2B63Feb 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.1B58Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.4B54Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$2.3B60May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.2B62Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$2.2B63Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$2.4B62Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$3.2B69May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$3.7B69Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$3.9B68Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$4.1B70Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$4.3B69May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$4.0B67Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$3.8B63Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$3.7B62Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$3.3B64May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$4.2B63Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$4.0B47Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$3.8B48Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$3.8B49May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$3.0B51Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.