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CIK: 0001419999
Total reported value
$1.0B
$1.0B
59 檔
42.0%
As reported in its official Q3 2024 Form 13F filing, Mar Vista Investment Partners LLC's tracked investment portfolio stood at $1.0B with 59 total positions.
In Q3 2024, Mar Vista Investment Partners LLC adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.49% | -0.71% | -24.57% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.91% | -0.03% | -25.27% | |
| 3 | TDG | Transdigm Group Inc | Stock-Industrials | 5.58% | -2.47% | -24.58% | |
| 4 | AMT | American Tower CORP | Stock-Real Estate | 4.53% | -0.21% | -24.68% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.39% | -1.32% | -25.42% | |
| 6 | LIN | Linde plc | Stock-Materials | 4.14% | -0.16% | -12.64% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 3.60% | -0.13% | -43.38% | |
| 8 | CRM | Salesforce Inc | Stock-Tech | 3.55% | — | -25.69% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.53% | +0.17% | -22.01% | |
| 10 | MTD | Mettler-toledo International | Stock-Healthcare | 3.30% | +0.32% | -27.19% | |
| 11 | SAP | Sap Se-sponsored Adr | Stock-Tech | 3.20% | -0.05% | EXIT | |
| 12 | MCO | Moody's CORP | Stock-Financials | 3.16% | -0.16% | -22.53% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.85% | -0.18% | -26.14% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.80% | -1.07% | -25.06% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 2.77% | — | -24.97% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 2.66% | -0.48% | -30.31% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.61% | -0.25% | -27.09% | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.52% | — | -26.75% | |
| 19 | ADI | Analog Devices Inc | Stock-Tech | 2.49% | -0.82% | -20.51% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 2.45% | +0.78% | +614.06% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.41% | -0.36% | -31.92% | |
| 22 | HEI | Heico CORP | Stock-Industrials | 2.40% | -0.17% | -27.79% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 2.38% | -0.91% | EXIT | |
| 24 | ROP | Roper Technologies Inc | Stock-Tech | 2.26% | — | -26.07% | |
| 25 | GXO | Gxo Logistics Inc | Stock-Industrials | 2.16% | — | -32.36% | |
| 26 | EFX | Equifax Inc | Stock-Industrials | 2.07% | — | -25.64% | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 1.97% | +0.88% | -51.40% | |
| 28 | UL | Unilever PLC | Stock-Consumer Staples | 1.77% | — | +160.93% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.66% | — | +2.32% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 1.63% | +0.13% | +160.39% | |
| 31 | VLTO | Veralto CORP | Stock-Industrials | 1.61% | — | EXIT | |
| 32 | MCHP | Microchip Technology Inc | Stock-Tech | 1.58% | — | -36.76% | |
| 33 | AME | Ametek Inc | Stock-Industrials | 1.53% | -0.08% | +195.20% | |
| 34 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.38% | — | -1.73% | |
| 35 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.37% | — | -4.97% | |
| 36 | CLPBY | Coloplast A/s-sponsored Adr | Stock-Other | 0.27% | — | -7.19% | |
| 37 | SAFRY | Safran Sa-unspon Adr | Stock-Other | 0.26% | — | -6.53% | |
| 38 | BN | Brookfield CORP | Stock-Financials | 0.25% | — | +6.88% | |
| 39 | ADDYY | Adidas Ag-sponsored Adr | Stock-Other | 0.24% | — | +5.20% | |
| 40 | PRNDY | Pernod Ricard SA - Spon Adr | Stock-Other | 0.24% | — | -6.85% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.01% | — | — | |
| 42 | NVZMY | Novonesis (novozymes)-adr | Stock-Other | — | — | -87.02% | |
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | — | — | -99.89% | |
| 44 | EXPGY | Experian Plc-spons Adr | Stock-Other | — | — | -85.56% | |
| 45 | CNSWF | Constellation Software Inc | Stock-Other | — | — | — | |
| 46 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | — | — | — | |
| 47 | AIQUY | Air Liquide-unsponsored Adr | Stock-Other | — | — | +7.65% | |
| 48 | ACN | Accenture plc | Stock-Tech | — | — | — | |
| 49 | FANUY | Fanuc Corp-unsp Adr | Stock-Other | — | — | -86.20% | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | — | +2.32% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UL | Unilever PLC | +1.3% | +160.93% | Add |
| 2 | SYK | Stryker CORP | +1.2% | +160.39% | Add |
| 3 | AME | Ametek Inc | +1.1% | +195.20% | Add |
| 4 | LIN | Linde plc | +0.8% | -12.64% | Trim |
| 5 | AMT | American Tower CORP | +0.7% | -24.68% | Trim |
| 6 | VLTO | Veralto CORP | +0.5% | -0.58% | Trim |
| 7 | TDG | Transdigm Group Inc | +0.5% | -24.58% | Trim |
| 8 | PEP | Pepsico Inc | +0.5% | +2.32% | Add |
| 9 | AAPL | Apple Inc | +0.4% | -25.27% | Trim |
| 10 | MCO | Moody's CORP | +0.4% | -22.53% | Trim |
| 11 | EFX | Equifax Inc | +0.3% | -25.64% | Trim |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -26.14% | Trim |
| 13 | HEI | Heico CORP | +0.2% | -27.79% | Trim |
| 14 | V | Visa Inc-class A Shares | +0.2% | -22.01% | Trim |
| 15 | META | Meta Platforms Inc-class A | +0.2% | -27.09% | Trim |
| 16 | BN | Brookfield CORP | +0.1% | +6.88% | Add |
| 17 | CP | Canadian Pacific Kansas City | +0.1% | -1.73% | Trim |
| 18 | CRM | Salesforce Inc | +0.1% | -25.69% | Trim |
| 19 | ADI | Analog Devices Inc | +0.1% | -20.51% | Trim |
| 20 | ADDYY | Adidas Ag-sponsored Adr | +0.1% | +5.20% | Add |
| 21 | NSRGY | Nestle Sa-spons Adr | +0.1% | -4.97% | Trim |
| 22 | PRNDY | Pernod Ricard SA - Spon Adr | +0.1% | -6.85% | Trim |
| 23 | SAFRY | Safran Sa-unspon Adr | +0.1% | -6.53% | Trim |
| 24 | CLPBY | Coloplast A/s-sponsored Adr | +0.1% | -7.19% | Trim |
| 25 | MTD | Mettler-toledo International | 0% | -27.19% | Trim |
| 26 | DHR | Danaher CORP | 0% | -30.31% | Trim |
| 27 | GOOGL | Alphabet Inc-cl A | — | — | Unchanged |
| 28 | ASML | ASML Holding N.V. | — | — | Unchanged |
| 29 | CLLNY | Cellnex Telecom Sau-unsp Adr | — | — | Unchanged |
| 30 | AIQUY | Air Liquide-unsponsored Adr | — | +7.65% | Add |
| 31 | AVGO | Broadcom Inc | 0% | +614.06% | Add |
| 32 | EXPGY | Experian Plc-spons Adr | 0% | -85.56% | Trim |
| 33 | FANUY | Fanuc Corp-unsp Adr | 0% | -86.20% | Trim |
| 34 | SOAGY | Sartorius Ag-unsp Adr | 0% | EXIT | Sold out |
| 35 | NVZMY | Novonesis (novozymes)-adr | 0% | -87.02% | Trim |
| 36 | JNJ | Johnson & Johnson | -0.1% | -31.92% | Trim |
| 37 | ROP | Roper Technologies Inc | -0.1% | -26.07% | Trim |
| 38 | INTU | Intuit Inc | -0.2% | -24.32% | Trim |
| 39 | DIS | Walt Disney Co/the | -0.2% | -26.75% | Trim |
| 40 | GXO | Gxo Logistics Inc | -0.2% | -32.36% | Trim |
| 41 | ADBE | Adobe Inc | -0.3% | -24.97% | Trim |
| 42 | AMZN | Amazon.com Inc | -0.3% | -25.42% | Trim |
| 43 | GOOG | Alphabet Inc-cl C | -0.4% | -25.06% | Trim |
| 44 | MSFT | Microsoft CORP | -0.4% | -24.57% | Trim |
| 45 | ORCL | Oracle CORP | -0.5% | -43.38% | Trim |
| 46 | SAP | Sap Se-sponsored Adr | -0.6% | -42.81% | Trim |
| 47 | MCHP | Microchip Technology Inc | -0.6% | -36.76% | Trim |
| 48 | APH | Amphenol Corp-cl A | -1.3% | -51.40% | Trim |
| 49 | FTV | Fortive CORP | -2% | EXIT | Sold out |
| 50 | NKE | Nike Inc -cl B | -2% | -99.89% | Trim |
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 59 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, TDG) accounted for 42.0% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
FTV
前期市值: $40.2M
During Q3 2024, Mar Vista Investment Partners LLC's top holdings by market value included MSFT (6.5%)、AAPL (5.9%)、TDG (5.6%). The largest single position, MSFT, represented 6.5% of total portfolio value.
In Q3 2024, Mar Vista Investment Partners LLC made 47 total portfolio adjustments, initiating 0 new buys, adding to 8 positions, trimming 37 holdings, and fully liquidating 2 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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