| |
|
|
| Name: |
MAR VISTA INVESTMENT PARTNERS LLC |
| City: |
SANTA MONICA |
| State: |
CA |
| Zip: |
90401 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
22 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
1 |
- |
$446.34 |
$151,906,000 |
361,063 |
6.63% |
10,943,000 |
-13,800 |
0.005 |
Application Software |
|
|
TDG |
Transdigm Group Inc |
3 |
- |
$1,339.48 |
$115,002,000 |
93,376 |
5.02% |
17,054,000 |
-3,449 |
0.17 |
Aerospace/Defense Pro... |
|
|
DIS |
Walt Disney Co |
4 |
- |
$101.50 |
$103,063,000 |
842,292 |
4.5% |
25,096,000 |
-21,230 |
0.047 |
Entertainment - Diver... |
|
|
GOOG |
Alphabet Inc |
5 |
- |
$176.45 |
$96,415,000 |
633,224 |
4.21% |
6,271,000 |
-6,412 |
0.01 |
Search Engines & Info... |
|
|
SAP |
SAP AG (ADR) |
7 |
- |
$188.62 |
$86,002,000 |
440,969 |
3.75% |
14,313,000 |
-22,766 |
0.371 |
Application Software |
|
|
ORCL |
Oracle Corp |
8 |
- |
$144.64 |
$84,972,000 |
676,478 |
3.71% |
10,486,000 |
-30,022 |
0.022 |
Application Software |
|
|
AMT |
American Tower Corp |
10 |
- |
$192.78 |
$80,286,000 |
406,325 |
3.5% |
-9,960,000 |
-11,715 |
0.084 |
Integrated Telecommun... |
|
|
V |
Visa Inc |
11 |
- |
$273.62 |
$74,878,000 |
268,304 |
3.27% |
1,737,000 |
-12,630 |
0.016 |
Business Services |
|
|
MCHP |
Microchip Technology Inc |
12 |
- |
$93.45 |
$74,310,000 |
828,338 |
3.24% |
-3,017,000 |
-29,132 |
0.149 |
Semiconductor - Speci... |
|
|
ADI |
Analog Devices Inc |
14 |
- |
$235.38 |
$70,625,000 |
357,071 |
3.08% |
-2,893,000 |
-13,186 |
0.066 |
Semiconductor- Broad... |
|
|
APH |
Amphenol Corp |
16 |
- |
$69.73 |
$66,951,000 |
580,418 |
2.92% |
6,681,000 |
-27,572 |
0.097 |
Diversified Electronics |
|
|
GXO |
Gxo Logistics, Inc. |
18 |
- |
$47.16 |
$63,650,000 |
1,183,975 |
2.78% |
-30,180,000 |
-350,195 |
1.033 |
N/A |
|
|
AAPL |
Apple Inc |
20 |
- |
$214.29 |
$62,750,000 |
365,930 |
2.74% |
-38,629,000 |
-160,631 |
0.002 |
Personal Computers |
|
|
BRK.B |
Berkshire Hathaway B |
21 |
- |
$407.95 |
$62,331,000 |
148,223 |
2.72% |
7,469,000 |
-5,598 |
0.011 |
Property & Casualty I... |
|
|
PEP |
Pepsico Inc |
22 |
- |
$166.48 |
$61,549,000 |
351,690 |
2.69% |
-483,000 |
-13,548 |
0.025 |
Beverage Soft Drinks... |
|
|
INTU |
Intuit Inc |
24 |
- |
$609.68 |
$59,162,000 |
91,019 |
2.58% |
-105,000 |
-3,804 |
0.035 |
Application Software |
|
|
ROP |
Roper Industries Inc |
25 |
- |
$560.10 |
$55,227,000 |
98,472 |
2.41% |
-924,000 |
-4,526 |
0.094 |
Diversified Machinery |
|
|
FTV |
Fortive Corp |
26 |
- |
$73.31 |
$54,746,000 |
636,439 |
2.39% |
6,894,000 |
-13,461 |
0.177 |
N/A |
|
|
MCO |
Moodys Corp |
27 |
- |
$420.08 |
$44,669,000 |
113,653 |
1.95% |
-1,549,000 |
-4,684 |
0.061 |
Business Services |
|
|
HEI |
Heico Corp |
28 |
- |
$228.78 |
$43,516,000 |
227,835 |
1.9% |
1,845,000 |
-5,133 |
0.42 |
Aerospace/Defense Pro... |
|
|
VLTO |
Veralto Corp |
30 |
- |
$101.22 |
$23,340,000 |
263,248 |
1.02% |
767,000 |
-11,166 |
0.107 |
N/A |
|
|
GOOGL |
Alphabet Inc |
44 |
- |
$175.09 |
$441,000 |
2,920 |
0.02% |
-390,000 |
-3,027 |
0 |
Search Engines & Info... |
|
