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CIK: 0001419999
Total reported value
$1.0B
$1.0B
57 檔
34.3%
In Q2 2025, Mar Vista Investment Partners LLC's U.S. equity holdings reached a combined market value of $1.0B, distributed across 57 disclosed stock positions.
During Q2 2025, Mar Vista Investment Partners LLC performed routine portfolio adjustments (1 new buys, 17 additions, 23 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.59% | -0.71% | -3.79% | |
| 2 | TDG | Transdigm Group Inc | Stock-Industrials | 5.32% | -2.47% | -9.27% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.75% | -1.32% | -5.39% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 4.40% | -0.13% | -2.53% | |
| 5 | INTU | Intuit Inc | Stock-Tech | 4.36% | -0.91% | EXIT | |
| 6 | LIN | Linde plc | Stock-Materials | 4.34% | -0.16% | +9.74% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.80% | -0.25% | -0.92% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.76% | -0.03% | -9.49% | |
| 9 | MCO | Moody's CORP | Stock-Financials | 3.59% | -0.16% | +0.98% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 3.52% | +0.78% | -22.99% | |
| 11 | SAP | Sap Se-sponsored Adr | Stock-Tech | 3.43% | -0.05% | EXIT | |
| 12 | APH | Amphenol Corp-cl A | Stock-Tech | 3.20% | +0.88% | +5.90% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 3.14% | — | -7.51% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 3.08% | +0.17% | -30.13% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.86% | -0.18% | +0.92% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 2.80% | +0.70% | +24.47% | |
| 17 | ADI | Analog Devices Inc | Stock-Tech | 2.80% | -0.82% | -1.90% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 2.57% | +0.13% | -5.90% | |
| 19 | AME | Ametek Inc | Stock-Industrials | 2.55% | -0.08% | -4.43% | |
| 20 | EFX | Equifax Inc | Stock-Industrials | 2.53% | — | -2.75% | |
| 21 | UL | Unilever PLC | Stock-Consumer Staples | 2.41% | — | -1.43% | |
| 22 | GE | General Electric | Stock-Industrials | 2.31% | +1.21% | — | |
| 23 | MTD | Mettler-toledo International | Stock-Healthcare | 2.26% | +0.32% | -16.51% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.24% | -1.07% | -38.07% | |
| 25 | VLTO | Veralto CORP | Stock-Industrials | 2.22% | — | EXIT | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.22% | -0.36% | +2.52% | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 2.15% | -0.48% | -0.13% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 2.03% | -0.21% | +0.00% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 1.85% | — | -12.81% | |
| 30 | ROP | Roper Technologies Inc | Stock-Tech | 1.80% | — | +1.41% | |
| 31 | HEI | Heico CORP | Stock-Industrials | 1.19% | -0.17% | -57.00% | |
| 32 | BN | Brookfield CORP | Stock-Financials | 0.61% | — | +4.05% | |
| 33 | SAFRY | Safran Sa-unspon Adr | Stock-Other | 0.48% | — | +4.03% | |
| 34 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.47% | — | +4.04% | |
| 35 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.44% | — | +4.04% | |
| 36 | ADDYY | Adidas Ag-sponsored Adr | Stock-Other | 0.27% | — | +4.05% | |
| 37 | CLPBY | Coloplast A/s-sponsored Adr | Stock-Other | 0.26% | — | +4.04% | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.25% | +2.32% | +4.02% | |
| 39 | PRNDY | Pernod Ricard SA - Spon Adr | Stock-Other | 0.11% | — | +4.04% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.01% | — | -33.10% | |
| 41 | NVZMY | Novonesis (novozymes)-adr | Stock-Other | — | — | — | |
| 42 | EXPGY | Experian Plc-spons Adr | Stock-Other | — | — | — | |
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | — | — | — | |
| 44 | CNSWF | Constellation Software Inc | Stock-Other | — | — | — | |
| 45 | AIQUY | Air Liquide-unsponsored Adr | Stock-Other | — | — | — | |
| 46 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | — | — | — | |
| 47 | CLLNY | Cellnex Telecom Sau-unsp Adr | Stock-Other | — | — | — | |
| 48 | IFNNY | Infineon Technologies-adr | Stock-Other | — | — | — | |
| 49 | ✓ | Sartorius Ag-vorzug | Stock-Other | — | — | — | |
| 50 | SOAGY | Sartorius Ag-unsp Adr | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +2.3% | NEW | New buy |
| 2 | ORCL | Oracle CORP | +1.3% | -2.53% | Trim |
| 3 | MSFT | Microsoft CORP | +1.2% | -3.79% | Trim |
| 4 | NVDA | Nvidia CORP | +1.1% | +24.47% | Add |
| 5 | APH | Amphenol Corp-cl A | +1.1% | +5.90% | Add |
| 6 | INTU | Intuit Inc | +0.7% | -0.73% | Trim |
| 7 | META | Meta Platforms Inc-class A | +0.6% | -0.92% | Trim |
| 8 | AVGO | Broadcom Inc | +0.5% | -22.99% | Trim |
| 9 | ADI | Analog Devices Inc | +0.2% | -1.90% | Trim |
| 10 | LIN | Linde plc | +0.1% | +9.74% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | -5.39% | Trim |
| 12 | BN | Brookfield CORP | +0.1% | +4.05% | Add |
| 13 | SAFRY | Safran Sa-unspon Adr | +0.1% | +4.03% | Add |
| 14 | MCO | Moody's CORP | +0.1% | +0.98% | Add |
| 15 | CP | Canadian Pacific Kansas City | 0% | +4.04% | Add |
| 16 | ASML | ASML Holding N.V. | 0% | +4.02% | Add |
| 17 | VLTO | Veralto CORP | 0% | +4.82% | Add |
| 18 | PRNDY | Pernod Ricard SA - Spon Adr | — | +4.04% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | — | -33.10% | Trim |
| 20 | FANUY | Fanuc Corp-unsp Adr | — | -49.53% | Trim |
| 21 | NVZMY | Novonesis (novozymes)-adr | — | — | Unchanged |
| 22 | EXPGY | Experian Plc-spons Adr | — | — | Unchanged |
| 23 | CNSWF | Constellation Software Inc | — | — | Unchanged |
| 24 | NKE | Nike Inc -cl B | — | — | Unchanged |
| 25 | IFNNY | Infineon Technologies-adr | — | — | Unchanged |
| 26 | AIQUY | Air Liquide-unsponsored Adr | — | — | Unchanged |
| 27 | NVS | Novartis Ag-sponsored Adr | — | — | Unchanged |
| 28 | CLLNY | Cellnex Telecom Sau-unsp Adr | — | — | Unchanged |
| 29 | SOAGY | Sartorius Ag-unsp Adr | — | — | Unchanged |
| 30 | ADDYY | Adidas Ag-sponsored Adr | 0% | +4.05% | Add |
| 31 | NSRGY | Nestle Sa-spons Adr | 0% | +4.04% | Add |
| 32 | CLPBY | Coloplast A/s-sponsored Adr | 0% | +4.04% | Add |
| 33 | EFX | Equifax Inc | -0.1% | -2.75% | Trim |
| 34 | AMT | American Tower CORP | -0.1% | +0.00% | Add |
| 35 | UL | Unilever PLC | -0.1% | -1.43% | Trim |
| 36 | AME | Ametek Inc | -0.2% | -4.43% | Trim |
| 37 | ROP | Roper Technologies Inc | -0.2% | +1.41% | Add |
| 38 | SYK | Stryker CORP | -0.2% | -5.90% | Trim |
| 39 | DHR | Danaher CORP | -0.3% | -0.13% | Trim |
| 40 | JNJ | Johnson & Johnson | -0.3% | +2.52% | Add |
| 41 | ADBE | Adobe Inc | -0.4% | -12.81% | Trim |
| 42 | TDG | Transdigm Group Inc | -0.4% | -9.27% | Trim |
| 43 | CRM | Salesforce Inc | -0.5% | -7.51% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +0.92% | Add |
| 45 | SAP | Sap Se-sponsored Adr | -0.5% | -17.84% | Trim |
| 46 | MTD | Mettler-toledo International | -0.7% | -16.51% | Trim |
| 47 | AAPL | Apple Inc | -1.1% | -9.49% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | -1.2% | -38.07% | Trim |
| 49 | HEI | Heico CORP | -1.2% | -57.00% | Trim |
| 50 | V | Visa Inc-class A Shares | -1.6% | -30.13% | 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 57 disclosed positions in Q2 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, AMZN) accounted for 34.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
GE
市值: $30.2M
Top Position Liquidated / Trimmed
MSFT
前期市值: $77.8M
During Q2 2025, Mar Vista Investment Partners LLC's top holdings by market value included MSFT (7.6%)、TDG (5.3%)、AMZN (4.8%). The largest single position, MSFT, represented 7.6% of total portfolio value.
In Q2 2025, Mar Vista Investment Partners LLC made 41 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 23 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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