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| Name: |
MAR VISTA INVESTMENT PARTNERS LLC |
| City: |
SANTA MONICA |
| State: |
CA |
| Zip: |
90401 |
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data |
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| Holdings
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25 |
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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 |
- |
$406.66 |
$140,963,000 |
374,863 |
6.43% |
15,459,000 |
-22,616 |
0.005 |
Application Software |
|
|
AAPL |
Apple Inc |
2 |
- |
$183.38 |
$101,379,000 |
526,561 |
4.63% |
6,098,000 |
-29,954 |
0.003 |
Personal Computers |
|
|
AMZN |
Amazon.com Inc |
3 |
- |
$186.21 |
$100,946,000 |
664,379 |
4.61% |
-11,437,000 |
-219,693 |
0.007 |
Internet Software & S... |
|
|
TDG |
Transdigm Group Inc |
4 |
- |
$1,293.80 |
$97,948,000 |
96,825 |
4.47% |
14,261,000 |
-2,432 |
0.176 |
Aerospace/Defense Pro... |
|
|
GXO |
Gxo Logistics, Inc. |
5 |
- |
$50.27 |
$93,830,000 |
1,534,170 |
4.28% |
-1,699,000 |
-94,634 |
1.338 |
N/A |
|
|
AMT |
American Tower Corp |
6 |
- |
$181.74 |
$90,246,000 |
418,040 |
4.12% |
16,650,000 |
-29,489 |
0.087 |
Integrated Telecommun... |
|
|
ADBE |
Adobe Systems Inc |
8 |
- |
$486.18 |
$87,956,000 |
147,429 |
4.01% |
8,309,000 |
-8,773 |
0.031 |
Application Software |
|
|
MCHP |
Microchip Technology Inc |
11 |
- |
$91.36 |
$77,327,000 |
857,470 |
3.53% |
7,307,000 |
-39,651 |
0.154 |
Semiconductor - Speci... |
|
|
ORCL |
Oracle Corp |
12 |
- |
$115.80 |
$74,486,000 |
706,500 |
3.4% |
-4,250,000 |
-36,856 |
0.023 |
Application Software |
|
|
V |
Visa Inc |
14 |
- |
$268.49 |
$73,141,000 |
280,934 |
3.34% |
4,381,000 |
-18,009 |
0.017 |
Business Services |
|
|
SAP |
SAP AG (ADR) |
15 |
- |
$183.45 |
$71,689,000 |
463,735 |
3.27% |
8,095,000 |
-28,022 |
0.39 |
Application Software |
|
|
NKE |
Nike Inc B |
16 |
- |
$92.15 |
$62,928,000 |
579,607 |
2.87% |
3,997,000 |
-36,692 |
0.046 |
Textile - Apparel Foo... |
|
|
LIN |
Linde Plc |
18 |
- |
$423.60 |
$60,783,000 |
147,996 |
2.77% |
2,256,000 |
-9,186 |
0.03 |
N/A |
|
|
APH |
Amphenol Corp |
19 |
- |
$122.64 |
$60,270,000 |
607,990 |
2.75% |
5,889,000 |
-39,478 |
0.102 |
Diversified Electronics |
|
|
INTU |
Intuit Inc |
20 |
- |
$629.27 |
$59,267,000 |
94,823 |
2.7% |
7,851,000 |
-5,807 |
0.036 |
Application Software |
|
|
ROP |
Roper Industries Inc |
21 |
- |
$517.21 |
$56,151,000 |
102,998 |
2.56% |
3,075,000 |
-6,599 |
0.098 |
Diversified Machinery |
|
|
BRK.B |
Berkshire Hathaway B |
22 |
- |
$400.87 |
$54,862,000 |
153,821 |
2.5% |
-2,063,000 |
-8,683 |
0.011 |
Property & Casualty I... |
|
|
MTD |
Mettler Toledo Internationa... |
23 |
- |
$1,251.95 |
$52,832,000 |
43,556 |
2.41% |
899,000 |
-3,312 |
0.183 |
Scientific & Technica... |
|
|
JNJ |
Johnson & Johnson |
24 |
- |
$149.27 |
$51,966,000 |
331,540 |
2.37% |
-4,531,000 |
-31,201 |
0.013 |
Drug Manufacturers - ... |
|
|
HON |
Honeywell International Inc |
25 |
- |
$195.81 |
$50,158,000 |
239,179 |
2.29% |
2,420,000 |
-19,230 |
0.034 |
Conglomerates |
|
|
FTV |
Fortive Corp |
26 |
- |
$76.08 |
$47,852,000 |
649,900 |
2.18% |
-3,674,000 |
-44,890 |
0.181 |
N/A |
|
|
MCO |
Moodys Corp |
27 |
- |
$380.56 |
$46,218,000 |
118,337 |
2.11% |
6,410,000 |
-7,569 |
0.063 |
Business Services |
|
|
HEI |
Heico Corp |
28 |
- |
$211.36 |
$41,671,000 |
232,968 |
1.9% |
-634,000 |
-28,289 |
0.43 |
Aerospace/Defense Pro... |
|
|
MKL |
Markel Corp |
55 |
- |
$1,581.06 |
$20,000 |
14 |
0% |
-69,342,000 |
-47,091 |
0 |
Property & Casualty I... |
|
|
APD |
Air Products & Chemicals Inc |
58 |
- |
$245.87 |
$14,000 |
52 |
0% |
-79,091,000 |
-279,078 |
0 |
Diversified Chemicals |
|
