Mar-Vista-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  "ADBE",
  "GOOGL",
  null,
  "ASML",
  "AVGO",
  "CP.TO",
  "INTU",
  "META",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "HEI",
  "NVS",
  "ORCL",
  "AAPL",
  "NVDA",
  null,
  null,
  null,
  "ROP",
  null,
  "SAP",
  "AMT",
  "SYK",
  "TDG",
  "UL",
  "MTD",
  "BN.TO",
  null,
  null,
  null,
  null,
  "APH",
  "EFX",
  "AMZN",
  "VLTO",
  "V",
  "CRM",
  "AME",
  "BRK-B",
  "BAM.TO",
  "DHR",
  "ADI",
  "MCO",
  "NKE",
  "GOOG",
  "JNJ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 56
Total Value: 1216478683
Accession Number: 0001214659-25-006715
Form Type: 13F-HR
CIK: mar-vista-investment-partners
Manager Name: Mar-Vista-Investment-Partners

Data Enrichment

68% identified

38 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

56 positions • $1,216,478.683K total value

56 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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MICROSOFT CORP

MSFT|594918104

Shares:207.2K

Value:$77.8M

TransDigm Group INC

TDG|893641100

Shares:50.4K

Value:$69.7M

Apple Inc.

AAPL|037833100

Shares:264.1K

Value:$58.7M

VISA INC.

V|92826C839

Shares:162.3K

Value:$56.9M

AMAZON COM INC

AMZN|023135106

Shares:298.9K

Value:$56.9M

LINDE PLC

LIN|G54950103

Shares:110.1K

Value:$51.3M

SAP SE

SAP|803054204

Shares:179.4K

Value:$48.1M

INTUIT INC.

INTU|461202103

Shares:72.8K

Value:$44.7M

Salesforce, Inc.

CRM|79466L302

Shares:162.8K

Value:$43.7M

MOODYS CORP /DE/

MCO|615369105

Shares:92.5K

Value:$43.1M

Alphabet Inc.

GOOG|02079K107

Shares:265.8K

Value:$41.5M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:76.3K

Value:$40.6M

Meta Platforms, Inc.

META|30303M102

Shares:67.9K

Value:$39.1M

ORACLE CORP

ORCL|68389X105

Shares:269.4K

Value:$37.7M

Broadcom Inc.

AVGO|11135F101

Shares:216.6K

Value:$36.3M

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

Shares:30.1K

Value:$35.6M

STRYKER CORP

SYK|863667101

Shares:90.2K

Value:$33.6M

AMETEK INC/

AME|031100100

Shares:192.3K

Value:$33.1M

EQUIFAX INC

EFX|294429105

Shares:130.9K

Value:$31.9M

ANALOG DEVICES INC

ADI|032654105

Shares:156.4K

Value:$31.5M

Instrument	Shares		Other Manager	Value
MICROSOFT CORP(MSFTcusip594918104)	207.2K	QoQ -5.14% (-11.2K) YoY -42.61% (-153.9K)	All Managers (Combined)	$77.8M	QoQ -15.51% (-$14.3M) YoY -48.80% (-$74.1M)
TransDigm Group INC(TDGcusip893641100)	50.4K	QoQ -14.61% (-8.6K) YoY -46.03% (-43.0K)	All Managers (Combined)	$69.7M	QoQ -6.80% (-$5.1M) YoY -39.38% (-$45.3M)
Apple Inc.(AAPLcusip037833100)	264.1K	QoQ -28.30% (-104.3K) YoY -27.82% (-101.8K)	All Managers (Combined)	$58.7M	QoQ -36.40% (-$33.6M) YoY -6.50% (-$4.1M)
VISA INC.(Vcusip92826C839)	162.3K	QoQ -17.53% (-34.5K) YoY -39.49% (-106.0K)	All Managers (Combined)	$56.9M	QoQ -8.55% (-$5.3M) YoY -24.01% (-$18.0M)
AMAZON COM INC(AMZNcusip023135106)	298.9K	QoQ -14.89% (-52.3K) YoY -56.42% (-387.0K)	All Managers (Combined)	$56.9M	QoQ -26.19% (-$20.2M) YoY -54.03% (-$66.9M)
LINDE PLC(LINcusipG54950103)	110.1K	QoQ -13.03% (-16.5K) YoY -26.03% (-38.7K)	All Managers (Combined)	$51.3M	QoQ -3.27% (-$1.7M) YoY -25.82% (-$17.8M)
SAP SE(SAPcusip803054204)	179.4K	QoQ -13.35% (-27.7K) YoY -59.32% (-261.6K)	All Managers (Combined)	$48.1M	QoQ -5.53% (-$2.8M) YoY -44.01% (-$37.9M)
INTUIT INC.(INTUcusip461202103)	72.8K	QoQ -7.50% (-5.9K) YoY -20.01% (-18.2K)	All Managers (Combined)	$44.7M	QoQ -9.63% (-$4.8M) YoY -24.44% (-$14.5M)
Salesforce, Inc.(CRMcusip79466L302)	162.8K	QoQ -15.41% (-29.7K) YoY -47.10% (-145.0K)	All Managers (Combined)	$43.7M	QoQ -32.10% (-$20.7M) YoY -52.86% (-$49.0M)
MOODYS CORP /DE/(MCOcusip615369105)	92.5K	QoQ -12.23% (-12.9K) YoY -18.59% (-21.1K)	All Managers (Combined)	$43.1M	QoQ -13.65% (-$6.8M) YoY -3.54% (-$1.6M)
Alphabet Inc.(GOOGcusip02079K107)	265.8K	QoQ -3.12% (-8.6K) YoY -58.03% (-367.5K)	All Managers (Combined)	$41.5M	QoQ -20.53% (-$10.7M) YoY -56.93% (-$54.9M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	76.3K	QoQ -15.97% (-14.5K) YoY -48.52% (-71.9K)	All Managers (Combined)	$40.6M	QoQ -1.27% (-$523.3K) YoY -34.81% (-$21.7M)
Meta Platforms, Inc.(METAcusip30303M102)	67.9K	QoQ -31.73% (-31.6K) YoY NEW(+67.9K)	All Managers (Combined)	$39.1M	QoQ -32.79% (-$19.1M) YoY NEW(+$39.1M)
ORACLE CORP(ORCLcusip68389X105)	269.4K	QoQ -15.81% (-50.6K) YoY -60.17% (-407.1K)	All Managers (Combined)	$37.7M	QoQ -29.36% (-$15.7M) YoY -55.67% (-$47.3M)
Broadcom Inc.(AVGOcusip11135F101)	216.6K	QoQ -17.66% (-46.5K) YoY NEW(+216.6K)	All Managers (Combined)	$36.3M	QoQ -40.53% (-$24.7M) YoY NEW(+$36.3M)
METTLER TOLEDO INTERNATIONAL INC/(MTDcusip592688105)	30.1K	QoQ -13.99% (-4.9K) YoY -43.93% (-23.6K)	All Managers (Combined)	$35.6M	QoQ -16.99% (-$7.3M) YoY -50.26% (-$36.0M)
STRYKER CORP(SYKcusip863667101)	90.2K	QoQ +10.20% (+8.4K) YoY +229.66% (+62.8K)	All Managers (Combined)	$33.6M	QoQ +13.94% (+$4.1M) YoY +242.91% (+$23.8M)
AMETEK INC/(AMEcusip031100100)	192.3K	QoQ -0.86% (-1.7K) YoY +306.67% (+145.0K)	All Managers (Combined)	$33.1M	QoQ -5.32% (-$1.9M) YoY +282.75% (+$24.4M)
EQUIFAX INC(EFXcusip294429105)	130.9K	QoQ -14.95% (-23.0K) YoY +62.26% (+50.2K)	All Managers (Combined)	$31.9M	QoQ -18.72% (-$7.3M) YoY +47.72% (+$10.3M)
ANALOG DEVICES INC(ADIcusip032654105)	156.4K	QoQ -14.95% (-27.5K) YoY -56.21% (-200.7K)	All Managers (Combined)	$31.5M	QoQ -19.26% (-$7.5M) YoY -55.35% (-$39.1M)