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CIK: 0001419999
Total reported value
$1.0B
$1.0B
61 檔
53.2%
The Q2 2024 SEC filing reveals that Mar Vista Investment Partners LLC held a total portfolio value of $1.0B, covering 61 public equity positions.
During Q2 2024, Mar Vista Investment Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.90% | -0.71% | -13.11% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.51% | -0.03% | +45.42% | |
| 3 | TDG | Transdigm Group Inc | Stock-Industrials | 5.11% | -2.47% | -12.86% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.71% | -1.32% | -27.77% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 4.06% | -0.13% | -13.57% | |
| 6 | AMT | American Tower CORP | Stock-Real Estate | 3.88% | -0.21% | -0.19% | |
| 7 | SAP | Sap Se-sponsored Adr | Stock-Tech | 3.80% | -0.05% | EXIT | |
| 8 | CRM | Salesforce Inc | Stock-Tech | 3.46% | — | -11.09% | |
| 9 | LIN | Linde plc | Stock-Materials | 3.37% | -0.16% | +4.76% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 3.33% | +0.17% | -3.88% | |
| 11 | MTD | Mettler-toledo International | Stock-Healthcare | 3.26% | +0.32% | -11.82% | |
| 12 | APH | Amphenol Corp-cl A | Stock-Tech | 3.23% | +0.88% | +67.79% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.16% | -1.07% | -44.65% | |
| 14 | ADBE | Adobe Inc | Stock-Tech | 3.05% | — | -33.23% | |
| 15 | MCO | Moody's CORP | Stock-Financials | 2.79% | -0.16% | +18.56% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.74% | — | -33.37% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 2.64% | -0.48% | -14.62% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.63% | -0.18% | -11.39% | |
| 19 | INTU | Intuit Inc | Stock-Tech | 2.57% | -0.91% | EXIT | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.47% | -0.36% | -17.46% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 2.46% | +0.78% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.44% | -0.25% | — | |
| 23 | ADI | Analog Devices Inc | Stock-Tech | 2.40% | -0.82% | -40.12% | |
| 24 | GXO | Gxo Logistics Inc | Stock-Industrials | 2.39% | — | -18.77% | |
| 25 | ROP | Roper Technologies Inc | Stock-Tech | 2.38% | — | -12.67% | |
| 26 | MCHP | Microchip Technology Inc | Stock-Tech | 2.19% | — | -41.14% | |
| 27 | HEI | Heico CORP | Stock-Industrials | 2.19% | -0.17% | -12.63% | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.02% | — | -13.60% | |
| 29 | FTV | Fortive CORP | Stock-Tech | 1.98% | — | -14.69% | |
| 30 | EFX | Equifax Inc | Stock-Industrials | 1.77% | — | +84.36% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.21% | — | -57.45% | |
| 32 | VLTO | Veralto CORP | Stock-Industrials | 1.07% | — | EXIT | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.45% | +0.13% | -0.78% | |
| 34 | UL | Unilever PLC | Stock-Consumer Staples | 0.44% | — | +4.30% | |
| 35 | AME | Ametek Inc | Stock-Industrials | 0.39% | -0.08% | — | |
| 36 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.31% | — | +0.07% | |
| 37 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.28% | — | +0.03% | |
| 38 | CLPBY | Coloplast A/s-sponsored Adr | Stock-Other | 0.21% | — | — | |
| 39 | SAFRY | Safran Sa-unspon Adr | Stock-Other | 0.20% | — | — | |
| 40 | PRNDY | Pernod Ricard SA - Spon Adr | Stock-Other | 0.18% | — | — | |
| 41 | ADDYY | Adidas Ag-sponsored Adr | Stock-Other | 0.16% | — | +0.06% | |
| 42 | BN | Brookfield CORP | Stock-Financials | 0.14% | — | — | |
| 43 | NVZMY | Novonesis (novozymes)-adr | Stock-Other | 0.02% | — | +25.33% | |
| 44 | EXPGY | Experian Plc-spons Adr | Stock-Other | 0.01% | — | +0.63% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.01% | — | -56.88% | |
| 46 | FANUY | Fanuc Corp-unsp Adr | Stock-Other | 0.01% | — | +0.91% | |
| 47 | SOAGY | Sartorius Ag-unsp Adr | Stock-Other | 0.01% | — | +81.62% | |
| 48 | CNSWF | Constellation Software Inc | Stock-Other | — | — | -31.58% | |
| 49 | ASML | ASML Holding N.V. | Stock-Tech | — | +2.32% | — | |
| 50 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | — | — | -99.42% |
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 61 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, TDG) accounted for 53.2% of total reported equity market value during Q2 2024.
During Q2 2024, Mar Vista Investment Partners LLC's top holdings by market value included MSFT (6.9%)、AAPL (5.5%)、TDG (5.1%). The largest single position, MSFT, represented 6.9% of total portfolio value.
In Q2 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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