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CIK: 0001419999
Total reported value
$1.0B
$1.0B
56 檔
39.9%
At the close of Q4 2024, Mar Vista Investment Partners LLC disclosed equity holdings valued at approximately $1.0B, spread across 56 reported holdings.
Mar Vista Investment Partners LLC executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 4 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.32% | -0.03% | -7.35% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.30% | -0.71% | -7.70% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.28% | -1.32% | -4.95% | |
| 4 | TDG | Transdigm Group Inc | Stock-Industrials | 5.12% | -2.47% | -3.82% | |
| 5 | CRM | Salesforce Inc | Stock-Tech | 4.41% | — | -5.36% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.26% | +0.17% | -2.12% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 4.18% | +0.78% | +18.01% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.99% | -0.25% | +38.86% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 3.65% | -0.13% | -3.34% | |
| 10 | LIN | Linde plc | Stock-Materials | 3.63% | -0.16% | -7.08% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.58% | -1.07% | +4.45% | |
| 12 | SAP | Sap Se-sponsored Adr | Stock-Tech | 3.49% | -0.05% | EXIT | |
| 13 | MCO | Moody's CORP | Stock-Financials | 3.42% | -0.16% | +0.98% | |
| 14 | INTU | Intuit Inc | Stock-Tech | 3.39% | -0.91% | EXIT | |
| 15 | MTD | Mettler-toledo International | Stock-Healthcare | 2.94% | +0.32% | +1.54% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.82% | -0.18% | -6.41% | |
| 17 | APH | Amphenol Corp-cl A | Stock-Tech | 2.76% | +0.88% | +22.64% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 2.70% | — | +5.79% | |
| 19 | EFX | Equifax Inc | Stock-Industrials | 2.69% | — | +39.17% | |
| 20 | ADI | Analog Devices Inc | Stock-Tech | 2.67% | -0.82% | +8.15% | |
| 21 | AME | Ametek Inc | Stock-Industrials | 2.39% | -0.08% | +38.96% | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 2.28% | -0.48% | -3.01% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.20% | -0.36% | -4.95% | |
| 24 | UL | Unilever PLC | Stock-Consumer Staples | 2.18% | — | +31.10% | |
| 25 | HEI | Heico CORP | Stock-Industrials | 2.16% | -0.17% | -7.63% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 2.02% | +0.13% | +15.78% | |
| 27 | ROP | Roper Technologies Inc | Stock-Tech | 1.85% | — | -18.04% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 1.78% | -0.21% | -53.67% | |
| 29 | VLTO | Veralto CORP | Stock-Industrials | 1.73% | — | EXIT | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.54% | — | -3.33% | |
| 31 | BN | Brookfield CORP | Stock-Financials | 0.49% | — | +69.52% | |
| 32 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.37% | — | +5.73% | |
| 33 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.31% | — | -4.17% | |
| 34 | SAFRY | Safran Sa-unspon Adr | Stock-Other | 0.28% | — | +5.65% | |
| 35 | CLPBY | Coloplast A/s-sponsored Adr | Stock-Other | 0.26% | — | +5.73% | |
| 36 | ADDYY | Adidas Ag-sponsored Adr | Stock-Other | 0.24% | — | +2.57% | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.18% | +2.32% | +10636.11% | |
| 38 | PRNDY | Pernod Ricard SA - Spon Adr | Stock-Other | 0.11% | — | -42.95% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.02% | — | -2.78% | |
| 40 | EXPGY | Experian Plc-spons Adr | Stock-Other | — | — | +23.54% | |
| 41 | NVZMY | Novonesis (novozymes)-adr | Stock-Other | — | — | +15.60% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | — | — | — | |
| 43 | CNSWF | Constellation Software Inc | Stock-Other | — | — | — | |
| 44 | ACN | Accenture plc | Stock-Tech | — | — | — | |
| 45 | AIQUY | Air Liquide-unsponsored Adr | Stock-Other | — | — | +10.49% | |
| 46 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | — | — | — | |
| 47 | FANUY | Fanuc Corp-unsp Adr | Stock-Other | — | — | +5.92% | |
| 48 | CLLNY | Cellnex Telecom Sau-unsp Adr | Stock-Other | — | — | — | |
| 49 | IFNNY | Infineon Technologies-adr | Stock-Other | — | — | +9.87% | |
| 50 | DASTY | Dassault Systemes S-spon Adr | Stock-Other | — | — | +9.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.7% | +18.01% | Add |
| 2 | META | Meta Platforms Inc-class A | +1.4% | +38.86% | Add |
| 3 | INTU | Intuit Inc | +1% | +30.87% | Add |
| 4 | AMZN | Amazon.com Inc | +0.9% | -4.95% | Trim |
| 5 | AME | Ametek Inc | +0.9% | +38.96% | Add |
| 6 | CRM | Salesforce Inc | +0.9% | -5.36% | Trim |
| 7 | APH | Amphenol Corp-cl A | +0.8% | +22.64% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.8% | +4.45% | Add |
| 9 | V | Visa Inc-class A Shares | +0.7% | -2.12% | Trim |
| 10 | EFX | Equifax Inc | +0.6% | +39.17% | Add |
| 11 | UL | Unilever PLC | +0.4% | +31.10% | Add |
| 12 | AAPL | Apple Inc | +0.4% | -7.35% | Trim |
| 13 | SYK | Stryker CORP | +0.4% | +15.78% | Add |
| 14 | SAP | Sap Se-sponsored Adr | +0.3% | -5.51% | Trim |
| 15 | MCO | Moody's CORP | +0.3% | +0.98% | Add |
| 16 | BN | Brookfield CORP | +0.2% | +69.52% | Add |
| 17 | ASML | ASML Holding N.V. | +0.2% | +10636.11% | Add |
| 18 | ADI | Analog Devices Inc | +0.2% | +8.15% | Add |
| 19 | VLTO | Veralto CORP | +0.1% | +10.14% | Add |
| 20 | ORCL | Oracle CORP | +0.1% | -3.34% | Trim |
| 21 | SAFRY | Safran Sa-unspon Adr | 0% | +5.65% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | 0% | -2.78% | Trim |
| 23 | ADDYY | Adidas Ag-sponsored Adr | — | +2.57% | Add |
| 24 | EDNMY | Edenred Sa-unsp Adr | — | EXIT | Sold out |
| 25 | SOAGY | Sartorius Ag-unsp Adr | — | NEW | New buy |
| 26 | NKE | Nike Inc -cl B | — | — | Unchanged |
| 27 | CLLNY | Cellnex Telecom Sau-unsp Adr | — | — | Unchanged |
| 28 | NVS | Novartis Ag-sponsored Adr | — | — | Unchanged |
| 29 | NVZMY | Novonesis (novozymes)-adr | — | +15.60% | Add |
| 30 | ✓ | Sartorius Ag-vorzug | — | — | Unchanged |
| 31 | AIQUY | Air Liquide-unsponsored Adr | — | +10.49% | Add |
| 32 | CP | Canadian Pacific Kansas City | 0% | +5.73% | Add |
| 33 | CLPBY | Coloplast A/s-sponsored Adr | 0% | +5.73% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -6.41% | Trim |
| 35 | NSRGY | Nestle Sa-spons Adr | -0.1% | -4.17% | Trim |
| 36 | ADBE | Adobe Inc | -0.1% | +5.79% | Add |
| 37 | PEP | Pepsico Inc | -0.1% | -3.33% | Trim |
| 38 | PRNDY | Pernod Ricard SA - Spon Adr | -0.1% | -42.95% | Trim |
| 39 | MSFT | Microsoft CORP | -0.2% | -7.70% | Trim |
| 40 | JNJ | Johnson & Johnson | -0.2% | -4.95% | Trim |
| 41 | HEI | Heico CORP | -0.2% | -7.63% | Trim |
| 42 | MTD | Mettler-toledo International | -0.4% | +1.54% | Add |
| 43 | DHR | Danaher CORP | -0.4% | -3.01% | Trim |
| 44 | ROP | Roper Technologies Inc | -0.4% | -18.04% | Trim |
| 45 | TDG | Transdigm Group Inc | -0.5% | -3.82% | Trim |
| 46 | LIN | Linde plc | -0.5% | -7.08% | Trim |
| 47 | MCHP | Microchip Technology Inc | -1.6% | EXIT | Sold out |
| 48 | GXO | Gxo Logistics Inc | -2.2% | EXIT | Sold out |
| 49 | DIS | Walt Disney Co/the | -2.5% | EXIT | Sold out |
| 50 | AMT | American Tower CORP | -2.8% | -53.67% | 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 56 disclosed positions in Q4 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 AAPL, MSFT, AMZN) accounted for 39.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
SOAGY
市值: $14.3K
Top Position Liquidated / Trimmed
DIS
前期市值: $39.5M
During Q4 2024, Mar Vista Investment Partners LLC's top holdings by market value included AAPL (6.3%)、MSFT (6.3%)、AMZN (5.3%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q4 2024, Mar Vista Investment Partners LLC made 46 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 19 holdings, and fully liquidating 4 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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