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CIK: 0001419999
Total reported value
$1.0B
$1.0B
60 檔
58.7%
According to the latest 13F quarterly dataset, Mar Vista Investment Partners LLC managed an equity portfolio of $1.0B at the end of Q1 2024, spanning 60 distinct U.S. exchange-listed positions.
During Q1 2024, Mar Vista Investment Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, TDG) accounted for 58.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.63% | -0.71% | -3.68% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.40% | -1.32% | +3.23% | |
| 3 | TDG | Transdigm Group Inc | Stock-Industrials | 5.02% | -2.47% | -3.56% | |
| 4 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.50% | — | -2.46% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.21% | -1.07% | -1.00% | |
| 6 | CRM | Salesforce Inc | Stock-Tech | 4.04% | — | +2.17% | |
| 7 | SAP | Sap Se-sponsored Adr | Stock-Tech | 3.75% | -0.05% | EXIT | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 3.71% | -0.13% | -4.25% | |
| 9 | ADBE | Adobe Inc | Stock-Tech | 3.69% | — | +13.57% | |
| 10 | AMT | American Tower CORP | Stock-Real Estate | 3.50% | -0.21% | -2.80% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 3.27% | +0.17% | -4.50% | |
| 12 | MCHP | Microchip Technology Inc | Stock-Tech | 3.24% | — | -3.40% | |
| 13 | MTD | Mettler-toledo International | Stock-Healthcare | 3.12% | +0.32% | +23.40% | |
| 14 | ADI | Analog Devices Inc | Stock-Tech | 3.08% | -0.82% | -3.56% | |
| 15 | LIN | Linde plc | Stock-Materials | 3.01% | -0.16% | +0.55% | |
| 16 | APH | Amphenol Corp-cl A | Stock-Tech | 2.92% | +0.88% | -4.53% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.87% | -0.36% | +25.39% | |
| 18 | GXO | Gxo Logistics Inc | Stock-Industrials | 2.78% | — | -22.83% | |
| 19 | DHR | Danaher CORP | Stock-Healthcare | 2.74% | -0.48% | +46.17% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 2.74% | -0.03% | -30.51% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.72% | -0.18% | -3.64% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.69% | — | -3.71% | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.58% | — | +8.66% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 2.58% | -0.91% | EXIT | |
| 25 | ROP | Roper Technologies Inc | Stock-Tech | 2.41% | — | -4.39% | |
| 26 | FTV | Fortive CORP | Stock-Tech | 2.39% | — | -2.07% | |
| 27 | MCO | Moody's CORP | Stock-Financials | 1.95% | -0.16% | -3.96% | |
| 28 | HEI | Heico CORP | Stock-Industrials | 1.90% | -0.17% | -2.20% | |
| 29 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.75% | — | +37.97% | |
| 30 | VLTO | Veralto CORP | Stock-Industrials | 1.02% | — | EXIT | |
| 31 | EFX | Equifax Inc | Stock-Industrials | 0.94% | — | — | |
| 32 | SYK | Stryker CORP | Stock-Healthcare | 0.43% | +0.13% | +34.49% | |
| 33 | AME | Ametek Inc | Stock-Industrials | 0.38% | -0.08% | +9.55% | |
| 34 | UL | Unilever PLC | Stock-Consumer Staples | 0.34% | — | +25.38% | |
| 35 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.28% | — | +30.49% | |
| 36 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.28% | — | +11.09% | |
| 37 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.22% | — | — | |
| 38 | CLPBY | Coloplast A/s-sponsored Adr | Stock-Other | 0.21% | — | +7.66% | |
| 39 | PRNDY | Pernod Ricard SA - Spon Adr | Stock-Other | 0.19% | — | — | |
| 40 | SAFRY | Safran Sa-unspon Adr | Stock-Other | 0.19% | — | — | |
| 41 | ADDYY | Adidas Ag-sponsored Adr | Stock-Other | 0.13% | — | — | |
| 42 | BN | Brookfield CORP | Stock-Financials | 0.12% | — | — | |
| 43 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.04% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.02% | — | -50.90% | |
| 45 | EXPGY | Experian Plc-spons Adr | Stock-Other | 0.01% | — | +2.46% | |
| 46 | NVZMY | Novonesis (novozymes)-adr | Stock-Other | 0.01% | — | +1490.18% | |
| 47 | FANUY | Fanuc Corp-unsp Adr | Stock-Other | 0.01% | — | +41.95% | |
| 48 | SOAGY | Sartorius Ag-unsp Adr | Stock-Other | 0.01% | — | — | |
| 49 | CNSWF | Constellation Software Inc | Stock-Other | — | — | — | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | — | +2.32% | — |
According to official SEC Form 13F filings, Mar Vista Investment Partners LLC reported a total U.S. public equity portfolio value of $1.0B across 60 disclosed positions in Q1 2024.
During Q1 2024, Mar Vista Investment Partners LLC's top holdings by market value included MSFT (6.6%)、AMZN (5.4%)、TDG (5.0%). The largest single position, MSFT, represented 6.6% of total portfolio value.
In Q1 2024, Mar Vista Investment Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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