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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670108109

Shares:702

Value:$41.0K

NIKE, Inc.

NKE|654106103

Shares:579

Value:$36.8K

21037X100

Shares:9

Value:$28.5K

307305102

Shares:1.8K

Value:$24.8K

009126202

Shares:650

Value:$24.7K

NOVARTIS AG

NVS|66987V109

Shares:207

Value:$23.1K

15117X105

Shares:1.1K

Value:$20.2K

D6705R119

Shares:62

Value:$15.2K

45662N103

Shares:451

Value:$14.9K

237545108

Shares:381

Value:$14.5K

Accenture plc

ACN|G1151C101

Shares:46

Value:$14.4K

80385Q208

Shares:303

Value:$14.2K

H57312649

Shares:113

Value:$11.4K

F72027109

Shares:41

Value:$4.1K

Brookfield Asset Management Ltd.

BAM.TO|113004105

Shares:61

Value:$3.0K

89072T102

Shares:29

Value:$2.9K

Instrument	Shares		Other Manager	Value
(cusip670108109)✕	702	QoQ -17.60% (-150) YoY -84.51% (-3.8K)	All Managers (Combined)	$41.0K	QoQ -14.88% (-$7.2K) YoY -84.62% (-$225.8K)
NIKE, Inc.(NKEcusip654106103)	579	QoQ 0.00% (-0) YoY -99.90% (-629.2K)	All Managers (Combined)	$36.8K	QoQ -16.10% (-$7.1K) YoY -99.93% (-$59.2M)
(cusip21037X100)✕	9	QoQ -30.76% (-4) YoY -52.63% (-10)	All Managers (Combined)	$28.5K	QoQ -29.27% (-$11.8K) YoY -45.15% (-$23.5K)
(cusip307305102)✕	1.8K	QoQ -18.77% (-420) YoY -88.02% (-13.4K)	All Managers (Combined)	$24.8K	QoQ -15.09% (-$4.4K) YoY -88.28% (-$186.6K)
(cusip009126202)✕	650	QoQ -31.43% (-298) YoY +5.34% (-33)	All Managers (Combined)	$24.7K	QoQ -19.16% (-$5.9K) YoY -3.92% (-$1.0K)
NOVARTIS AG(NVScusip66987V109)	207	QoQ -31.00% (-93) YoY -99.59% (-51.5K)	All Managers (Combined)	$23.1K	QoQ -20.95% (-$6.1K) YoY -99.53% (-$5.0M)
(cusip15117X105)✕	1.1K	QoQ -23.32% (-345) YoY -23.32% (-345)	All Managers (Combined)	$20.2K	QoQ -12.26% (-$2.8K) YoY -22.36% (-$5.8K)
(cusipD6705R119)✕	62	QoQ -19.48% (-15) YoY -19.48% (-15)	All Managers (Combined)	$15.2K	QoQ -10.01% (-$1.7K) YoY -49.66% (-$15.0K)
(cusip45662N103)✕	451	QoQ -31.35% (-206) YoY -3.63% (-17)	All Managers (Combined)	$14.9K	QoQ -29.89% (-$6.4K) YoY -6.18% (-$984)
(cusip237545108)✕	381	QoQ -30.85% (-170) YoY -23.95% (-120)	All Managers (Combined)	$14.5K	QoQ -23.40% (-$4.4K) YoY -34.47% (-$7.6K)
Accenture plc(ACNcusipG1151C101)	46	QoQ -48.88% (-44) YoY -48.88% (-44)	All Managers (Combined)	$14.4K	QoQ -54.66% (-$17.3K) YoY -53.98% (-$16.8K)
(cusip80385Q208)✕	303	QoQ -5.31% (-17) YoY -80.66% (-1.3K)	All Managers (Combined)	$14.2K	QoQ -1.13% (-$162) YoY -88.75% (-$111.9K)
(cusipH57312649)✕	113	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$11.4K	QoQ +24.40% (+$2.2K) YoY -5.07% (-$609)
(cusipF72027109)✕	41	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.1K	QoQ -8.06% (-$359) YoY -38.10% (-$2.5K)
Brookfield Asset Management Ltd.(BAM.TOcusip113004105)	61	QoQ -32.22% (-29) YoY -99.68% (-19.1K)	All Managers (Combined)	$3.0K	QoQ -39.40% (-$1.9K) YoY -99.63% (-$802.2K)
(cusip89072T102)✕	29	QoQ -27.50% (-11) YoY -27.50% (-11)	All Managers (Combined)	$2.9K	QoQ -16.24% (-$553) YoY -19.52% (-$692)