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CIK: 0001419999
Total reported value
$1.0B
$1.0B
56 檔
31.8%
During the Q1 2025 filing period, Mar Vista Investment Partners LLC (CIK: 0001419999) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 56 reported positions.
In Q1 2025, Mar Vista Investment Partners LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.39% | -0.71% | -5.14% | |
| 2 | TDG | Transdigm Group Inc | Stock-Industrials | 5.73% | -2.47% | -14.62% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.82% | -0.03% | -28.31% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.68% | +0.17% | -17.54% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.67% | -1.32% | -14.90% | |
| 6 | LIN | Linde plc | Stock-Materials | 4.21% | -0.16% | -13.04% | |
| 7 | SAP | Sap Se-sponsored Adr | Stock-Tech | 3.96% | -0.05% | EXIT | |
| 8 | INTU | Intuit Inc | Stock-Tech | 3.67% | -0.91% | EXIT | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 3.59% | — | -15.41% | |
| 10 | MCO | Moody's CORP | Stock-Financials | 3.54% | -0.16% | -12.23% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.41% | -1.07% | -3.13% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.34% | -0.18% | -15.97% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.22% | -0.25% | -31.73% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 3.10% | -0.13% | -15.81% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 2.98% | +0.78% | -17.66% | |
| 16 | MTD | Mettler-toledo International | Stock-Healthcare | 2.93% | +0.32% | -13.99% | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 2.76% | +0.13% | +10.21% | |
| 18 | AME | Ametek Inc | Stock-Industrials | 2.72% | -0.08% | -0.86% | |
| 19 | EFX | Equifax Inc | Stock-Industrials | 2.62% | — | -14.96% | |
| 20 | ADI | Analog Devices Inc | Stock-Tech | 2.59% | -0.82% | -14.95% | |
| 21 | UL | Unilever PLC | Stock-Consumer Staples | 2.55% | — | -7.16% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.52% | -0.36% | -16.78% | |
| 23 | HEI | Heico CORP | Stock-Industrials | 2.43% | -0.17% | -16.83% | |
| 24 | DHR | Danaher CORP | Stock-Healthcare | 2.40% | -0.48% | -2.16% | |
| 25 | ADBE | Adobe Inc | Stock-Tech | 2.26% | — | -19.29% | |
| 26 | VLTO | Veralto CORP | Stock-Industrials | 2.20% | — | EXIT | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 2.15% | +0.88% | -31.15% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 2.14% | -0.21% | -15.33% | |
| 29 | ROP | Roper Technologies Inc | Stock-Tech | 1.99% | — | -21.31% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | +0.70% | — | |
| 31 | BN | Brookfield CORP | Stock-Financials | 0.53% | — | -0.05% | |
| 32 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.46% | — | -0.19% | |
| 33 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.43% | — | -0.15% | |
| 34 | SAFRY | Safran Sa-unspon Adr | Stock-Other | 0.40% | — | -0.32% | |
| 35 | CLPBY | Coloplast A/s-sponsored Adr | Stock-Other | 0.30% | — | -0.18% | |
| 36 | ADDYY | Adidas Ag-sponsored Adr | Stock-Other | 0.28% | — | -0.14% | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.21% | +2.32% | -0.31% | |
| 38 | PRNDY | Pernod Ricard SA - Spon Adr | Stock-Other | 0.11% | — | -0.29% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.01% | — | -7.68% | |
| 40 | EXPGY | Experian Plc-spons Adr | Stock-Other | — | — | -17.84% | |
| 41 | NVZMY | Novonesis (novozymes)-adr | Stock-Other | — | — | -17.61% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | — | — | — | |
| 43 | CNSWF | Constellation Software Inc | Stock-Other | — | — | -30.77% | |
| 44 | FANUY | Fanuc Corp-unsp Adr | Stock-Other | — | — | -18.78% | |
| 45 | AIQUY | Air Liquide-unsponsored Adr | Stock-Other | — | — | -31.43% | |
| 46 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | — | — | -31.00% | |
| 47 | CLLNY | Cellnex Telecom Sau-unsp Adr | Stock-Other | — | — | -23.33% | |
| 48 | ✓ | Sartorius Ag-vorzug | Stock-Other | — | — | -19.48% | |
| 49 | IFNNY | Infineon Technologies-adr | Stock-Other | — | — | -31.35% | |
| 50 | DASTY | Dassault Systemes S-spon Adr | Stock-Other | — | — | -30.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | LIN | Linde plc | — | NEW | New buy |
| 7 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 8 | INTU | Intuit Inc | — | NEW | New buy |
| 9 | CRM | Salesforce Inc | — | NEW | New buy |
| 10 | MCO | Moody's CORP | — | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 14 | ORCL | Oracle CORP | — | NEW | New buy |
| 15 | AVGO | Broadcom Inc | — | NEW | New buy |
| 16 | MTD | Mettler-toledo International | — | NEW | New buy |
| 17 | SYK | Stryker CORP | — | NEW | New buy |
| 18 | AME | Ametek Inc | — | NEW | New buy |
| 19 | EFX | Equifax Inc | — | NEW | New buy |
| 20 | ADI | Analog Devices Inc | — | NEW | New buy |
| 21 | UL | Unilever PLC | — | NEW | New buy |
| 22 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 23 | HEI | Heico CORP | — | NEW | New buy |
| 24 | DHR | Danaher CORP | — | NEW | New buy |
| 25 | ADBE | Adobe Inc | — | NEW | New buy |
| 26 | VLTO | Veralto CORP | — | NEW | New buy |
| 27 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 28 | AMT | American Tower CORP | — | NEW | New buy |
| 29 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 30 | NVDA | Nvidia CORP | — | NEW | New buy |
| 31 | BN | Brookfield CORP | — | NEW | New buy |
| 32 | NSRGY | Nestle Sa-spons Adr | — | NEW | New buy |
| 33 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 34 | SAFRY | Safran Sa-unspon Adr | — | NEW | New buy |
| 35 | CLPBY | Coloplast A/s-sponsored Adr | — | NEW | New buy |
| 36 | ADDYY | Adidas Ag-sponsored Adr | — | NEW | New buy |
| 37 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 38 | PRNDY | Pernod Ricard SA - Spon Adr | — | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 40 | EXPGY | Experian Plc-spons Adr | — | NEW | New buy |
| 41 | NVZMY | Novonesis (novozymes)-adr | — | NEW | New buy |
| 42 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 43 | CNSWF | Constellation Software Inc | — | NEW | New buy |
| 44 | FANUY | Fanuc Corp-unsp Adr | — | NEW | New buy |
| 45 | AIQUY | Air Liquide-unsponsored Adr | — | NEW | New buy |
| 46 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 47 | CLLNY | Cellnex Telecom Sau-unsp Adr | — | NEW | New buy |
| 48 | ✓ | Sartorius Ag-vorzug | — | NEW | New buy |
| 49 | IFNNY | Infineon Technologies-adr | — | NEW | New buy |
| 50 | DASTY | Dassault Systemes S-spon Adr | — | NEW | New buy |
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 Q1 2025.
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, TDG, AAPL) accounted for 31.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $77.8M
During Q1 2025, Mar Vista Investment Partners LLC's top holdings by market value included MSFT (6.4%)、TDG (5.7%)、AAPL (4.8%). The largest single position, MSFT, represented 6.4% of total portfolio value.
In Q1 2025, Mar Vista Investment Partners LLC made 50 total portfolio adjustments, initiating 50 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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