SEC 13F Intelligence

Managers / Q3 2024 · view latest →

MAR VISTA INVESTMENT PARTNERS LLC

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

Reported Value
$1.6B
Q3 2024
Positions
59
Filings on Record
30
2019–present window
Filed
Nov 13, 2024
original filing

Summary

Mar Vista Investment Partners LLC reported $1.6B in U.S.-listed holdings across 59 positions for Q3 2024.

Its largest position, MSFT, represents 6.5% of the portfolio.

Compared with Q2 2024, the fund opened 0 new positions and exited 2.

Portfolio Metrics

Turnover
+3.2%
vs prior filed quarter
Top-10 Concentration
+45.0%
share of reported value
Largest Position
+6.5%
Microsoft

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: 84.9%Other: 5.9%ADR: 4.6%REIT: 4.5%
  • Common Stock · 84.9% · $1.3B
  • Other · 5.9% · $93M
  • ADR · 4.6% · $72M
  • REIT · 4.5% · $71M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AVGOBROADCOM INCADDED+191.7K222.9K−$12M$38M
AMEAMETEK INCADDED+92.3K139.6K+$16M$24M
UNILEVER PLC-SPONSORED ADRADDED+264.0K428.1K+$19M$28M
SYKSTRYKER CORPADDED+43.5K70.7K+$16M$26M
FTVFORTIVE CORPSOLD OUT−543.0K0−$40M$0
SOAGYSARTORIUS AG-UNSP ADRSOLD OUT−2.8K0−$132,965$0
NKENIKE INC CL BTRIMMED−543.6K579−$41M$51,184
NVZMYNOVONESIS (NOVOZYMES) - ADRTRIMMED−4.9K737−$293,807$53,071

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

Holdings — Q3 2024

49 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1MSFTMICROSOFT CORPhistory →COMMON STOCKS6.49%$102M236.6K
2AAPLAPPLE INChistory →COMMON STOCKS5.91%$93M397.6K
3T7DTRANSDIGM GROUP INChistory →COMMON STOCKS5.58%$88M61.4K
4AMTAMERICAN TOWER CORPhistory →COMMON STOCKS4.53%$71M305.4K
5AMZNAMAZON.COM INChistory →COMMON STOCKS4.39%$69M369.5K
6LINDE PLCCOMMON STOCKS4.14%$65M136.2K
7ORCLORACLE CORPhistory →COMMON STOCKS3.60%$56M331.1K
8CRMSALESFORCE INChistory →COMMON STOCKS3.55%$56M203.4K
9VVISA INC-CLASS A SHAREShistory →COMMON STOCKS3.53%$55M201.1K
10MTDMETTLER-TOLEDO INTERNATIONALhistory →COMMON STOCKS3.30%$52M34.5K
11SAPSAP SE-SPONSORED ADRhistory →COMMON STOCKS3.20%$50M219.1K
12DUTMOODYS CORPhistory →COMMON STOCKS3.16%$50M104.4K
13BRK/BBERKSHIRE HATHAWAY INC-CL Bhistory →COMMON STOCKS2.85%$45M97.0K
14GOOGALPHABET INC-CL CCOMMON STOCKS2.81%$44M263.9K
15ADBEADOBE INChistory →COMMON STOCKS2.77%$43M83.9K
16DHRDANAHER CORPhistory →COMMON STOCKS2.66%$42M149.8K
17METAMETA PLATFORMS INC-CLASS Ahistory →COMMON STOCKS2.61%$41M71.6K
18DISWALT DISNEY CO/THEhistory →COMMON STOCKS2.52%$40M411.1K
19ADIANALOG DEVICES INChistory →COMMON STOCKS2.49%$39M170.0K
20AVGOBROADCOM INChistory →COMMON STOCKS2.45%$38M222.9K
21JNJJOHNSON & JOHNSONhistory →COMMON STOCKS2.41%$38M233.6K
22HEIHEICO CORPhistory →COMMON STOCKS2.40%$38M143.7K
23INTUINTUIT INChistory →COMMON STOCKS2.38%$37M60.1K
24ROPROPER TECHNOLOGIES INChistory →COMMON STOCKS2.26%$35M63.6K
25GXOGXO LOGISTICS INChistory →COMMON STOCKS2.16%$34M650.6K
26EFXEQUIFAX INChistory →COMMON STOCKS2.07%$32M110.6K
27APHAMPHENOL CORP-CL Ahistory →COMMON STOCKS1.97%$31M473.3K
28UNILEVER PLC-SPONSORED ADRCOMMON STOCKS1.77%$28M428.1K
29PEPPEPSICO INChistory →COMMON STOCKS1.66%$26M153.1K
30SYKSTRYKER CORPhistory →COMMON STOCKS1.63%$26M70.7K
31VLTOVERALTO CORPhistory →COMMON STOCKS1.61%$25M225.8K
32MCHPMICROCHIP TECHNOLOGY INChistory →COMMON STOCKS1.58%$25M308.3K
33AMEAMETEK INChistory →COMMON STOCKS1.53%$24M139.6K
34CPCANADIAN PACIFIC KANSAS CITYCOMMON STOCKS0.38%$6M70.4K
35NESTLE SA-SPONS ADRCOMMON STOCKS0.37%$6M57.6K
36COLOPLAST AS- UNSPON ADRCOMMON STOCKS0.27%$4M327.2K
37SAFRAN SA-UNSPON ADRCOMMON STOCKS0.26%$4M70.1K
38BNBROOKFIELD CORPCOMMON STOCKS0.25%$4M72.9K
39ADDYYADIDAS AG-SPONSORED ADRCOMMON STOCKS0.24%$4M28.5K
40PRNDYPERNOD RICARD SA - SPON ADRCOMMON STOCKS0.24%$4M122.3K
41NVZMYNOVONESIS (NOVOZYMES) - ADRCOMMON STOCKS0.00%$53,071737
42NKENIKE INC CL BCOMMON STOCKS0.00%$51,184579
43EXPGYEXPERIAN PLC-SPONS ADRCOMMON STOCKS0.00%$49,467939
44CSUCONSTELLATION SOFTWARE INCCOMMON STOCKS0.00%$42,30313
45NVSNNOVARTIS AG-SPONSORED ADRCOMMON STOCKS0.00%$34,506300
46AIQUYAIR LIQUIDE-UNSPONSORED ADRCOMMON STOCKS0.00%$33,162858
47ACCENTURE PLC CL ACOMMON STOCKS0.00%$31,81390
48FANUYFANUC CORP-UNSP ADRCOMMON STOCKS0.00%$30,8562.1K
49ASML HOLDING NV-NY REG SHSCOMMON STOCKS0.00%$29,99736

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 ↗.