Mar Vista Investment Partners LLC
CIK Number: 0001419999
1.22B
Market Value
46
# of Holdings
25 months
Avg. Holding Period
30.61%
Win Rate
7.54%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.10 | +0.84% | 368.42K | -7.35% | 92.26M | 93.66 | 6.32% |
| 2 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 218.42K | -7.7% | 92.06M | 174.83 | 6.30% |
| 3 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 351.17K | -4.95% | 77.04M | 74.19 | 5.28% |
| 4 | TDG | TransDigm Group... | 1424.21 | -1.07% | 59.02K | -3.82% | 74.79M | 476.53 | 5.12% |
| 5 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 192.48K | -5.36% | 64.35M | 176.54 | 4.41% |
| 6 | V | Visa Inc. | 355.07 | +0.63% | 196.88K | -2.12% | 62.22M | 114.42 | 4.26% |
| 7 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 263K | +18.01% | 60.98M | 174.42 | 4.18% |
| 8 | META | Meta Platforms,... | 701.33 | +2.70% | 99.47K | +38.86% | 58.24M | 527.3 | 3.99% |
| 9 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 319.99K | -3.34% | 53.32M | 104.8 | 3.65% |
| 10 | LIN | Linde plc | 465.93 | -0.01% | 126.57K | -7.08% | 52.99M | 359.35 | 3.63% |
| 11 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 274.34K | +4.45% | 52.25M | 57.78 | 3.58% |
| 12 | SAP | SAP SE | 296.30 | +1.00% | 207.01K | -5.51% | 50.97M | 114.47 | 3.49% |
| 13 | MCO | Moody's Corpora... | 475.97 | +0.87% | 105.42K | +0.98% | 49.9M | 199.61 | 3.42% |
| 14 | INTU | Intuit Inc. | 767.56 | +1.80% | 78.71K | +30.87% | 49.47M | 243.58 | 3.39% |
| 15 | MTD | Mettler-Toledo ... | 1182.83 | +2.37% | 35.04K | +1.54% | 42.87M | 678.68 | 2.94% |
| 16 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 90.8K | -6.41% | 41.16M | 148.8 | 2.82% |
| 17 | APH | Amphenol Corpor... | 93.22 | +0.79% | 580.44K | +22.64% | 40.31M | 33.67 | 2.76% |
| 18 | ADBE | Adobe Inc. | 401.12 | +2.41% | 88.74K | +5.79% | 39.46M | 298.67 | 2.70% |
| 19 | EFX | Equifax Inc. | 267.19 | +1.10% | 153.91K | +39.17% | 39.22M | 251.08 | 2.69% |
| 20 | ADI | Analog Devices,... | 231.43 | +2.84% | 183.84K | +8.15% | 39.06M | 199.61 | 2.67% |
| 21 | AME | AMETEK, Inc. | 178.52 | +0.88% | 193.93K | +38.96% | 34.96M | 164.51 | 2.39% |
| 22 | DHR | Danaher Corpora... | 200.98 | +0.15% | 145.32K | -3.01% | 33.36M | 228.72 | 2.28% |
| 23 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 222.03K | -4.95% | 32.11M | 138.03 | 2.20% |
| 24 | UL | Unilever PLC | 62.82 | +0.24% | 561.27K | +31.10% | 31.82M | 58.38 | 2.18% |
| 25 | HEI | HEICO Corporati... | 304.10 | -0.46% | 132.77K | -7.63% | 31.57M | 173.59 | 2.16% |
| 26 | SYK | Stryker Corpora... | 376.80 | -0.13% | 81.83K | +15.78% | 29.46M | 338.84 | 2.02% |
| 27 | ROP | Roper Technolog... | 565.07 | +0.77% | 52.1K | -18.04% | 27.09M | 253.14 | 1.85% |
| 28 | AMT | American Tower ... | 214.85 | +0.03% | 141.51K | -53.67% | 25.95M | 150.05 | 1.78% |
| 29 | VLTO | Veralto Corpora... | 97.57 | +0.26% | 248.63K | +10.14% | 25.32M | 84.06 | 1.73% |
| 30 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 148.03K | -3.33% | 22.51M | 123.18 | 1.54% |
| 31 | BN | Brookfield Corp... | 58.48 | +1.19% | 123.52K | +69.52% | 7.1M | 43.3 | 0.49% |
| 32 | CP | Canadian Pacifi... | 81.64 | +1.51% | 74.4K | +5.73% | 5.38M | 77.74 | 0.37% |
| 33 | NSRGY | Nestlé S.A. | 101.75 | -1.4% | 55.21K | -4.17% | 4.51M | 110.91 | 0.31% |
| 34 | SAFRY | Safran SA | 74.61 | +2.40% | 74.01K | +5.65% | 4.03M | 28.83 | 0.28% |
| 35 | ADDYY | adidas AG | 116.02 | +1.12% | 29.2K | +2.57% | 3.56M | 109.87 | 0.24% |
| 36 | ASML | ASML Holding N.... | 773.75 | +1.68% | 3.87K | +10.64K% | 2.68M | 689.86 | 0.18% |
| 37 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 1.22K | -2.78% | 231.7K | 49.44 | 0.02% |
| 38 | EXPGY | Experian plc | 51.69 | +2.23% | 1.16K | +23.54% | 49.57K | 39.17 | < 0.01% |
| 39 | NVZMY | Novozymes A/S | 75.29 | +0.53% | 852 | +15.60% | 48.17K | 58.52 | < 0.01% |
| 40 | NKE | NIKE, Inc. | 61.88 | +2.22% | 579 | 0.00% | 43.81K | 87.8 | < 0.01% |
| 41 | ACN | Accenture plc | 313.78 | +0.66% | 90 | 0.00% | 31.66K | 218.3 | < 0.01% |
| 42 | NVS | Novartis AG | 118.11 | -1.12% | 300 | 0.00% | 29.19K | 82.74 | < 0.01% |
| 43 | IFNNY | Infineon Techno... | 40.96 | +0.69% | 657 | +9.87% | 21.31K | 28.77 | < 0.01% |
| 44 | DASTY | Dassault Systèm... | 36.86 | +1.54% | 551 | +9.98% | 18.98K | 36.17 | < 0.01% |
| 45 | BAM | Brookfield Asse... | 54.79 | +0.35% | 90 | +9.76% | 4.88K | 32.84 | < 0.01% |
| 46 | PDRDF | Pernod Ricard S... | 101.94 | -1.13% | 41 | 0.00% | 4.45K | 167.78 | < 0.01% |