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CIK: 0001419999
Total reported value
$1.0B
$1.0B
32 檔
32.5%
The Q3 2025 SEC filing reveals that Mar Vista Investment Partners LLC held a total portfolio value of $1.0B, covering 32 public equity positions.
In Q3 2025, Mar Vista Investment Partners LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 19 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, ORCL) accounted for 32.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
GE
市值: $25.2M
Top Position Liquidated / Trimmed
ADBE
前期市值: $27.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.57% | -0.71% | -15.65% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.98% | -0.03% | +13.10% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 5.24% | -0.13% | -18.34% | |
| 4 | TDG | Transdigm Group Inc | Stock-Industrials | 4.82% | -2.47% | -8.03% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.73% | -1.32% | -12.30% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.73% | +0.70% | +25.90% | |
| 7 | APH | Amphenol Corp-cl A | Stock-Tech | 4.37% | +0.88% | -3.90% | |
| 8 | LIN | Linde plc | Stock-Materials | 4.16% | -0.16% | -16.66% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.12% | -1.07% | +18.22% | |
| 10 | MCO | Moody's CORP | Stock-Financials | 3.79% | -0.16% | -1.92% | |
| 11 | INTU | Intuit Inc | Stock-Tech | 3.77% | -0.91% | EXIT | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.63% | -0.25% | -15.37% | |
| 13 | SAP | Sap Se-sponsored Adr | Stock-Tech | 3.28% | -0.05% | EXIT | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 3.22% | +0.17% | -4.42% | |
| 15 | AME | Ametek Inc | Stock-Industrials | 2.94% | -0.08% | -2.13% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.90% | -0.36% | -4.93% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.82% | -0.18% | -16.04% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 2.67% | +0.13% | -2.24% | |
| 19 | ADI | Analog Devices Inc | Stock-Tech | 2.63% | -0.82% | -19.74% | |
| 20 | VLTO | Veralto CORP | Stock-Industrials | 2.60% | — | EXIT | |
| 21 | MTD | Mettler-toledo International | Stock-Healthcare | 2.56% | +0.32% | -4.56% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 2.55% | — | -17.86% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 2.50% | +0.78% | -47.69% | |
| 24 | GE | General Electric | Stock-Industrials | 2.19% | +1.21% | -28.60% | |
| 25 | UL | Unilever PLC | Stock-Consumer Staples | 2.03% | — | -23.30% | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 1.96% | -0.48% | -20.01% | |
| 27 | ROP | Roper Technologies Inc | Stock-Tech | 1.71% | — | -4.88% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 1.65% | -0.21% | -17.73% | |
| 29 | EFX | Equifax Inc | Stock-Industrials | 1.53% | — | -46.09% | |
| 30 | HEI | Heico CORP | Stock-Industrials | 1.33% | -0.17% | -0.17% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.02% | — | +8.73% | |
| 32 | NKE | Nike Inc -cl B | Stock-Consumer Disc | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.1% | +25.90% | Add |
| 2 | APH | Amphenol Corp-cl A | +2.2% | -3.90% | Add |
| 3 | ORCL | Oracle CORP | +2.1% | -18.34% | Trim |
| 4 | MSFT | Microsoft CORP | +1.2% | -15.65% | Trim |
| 5 | AAPL | Apple Inc | +1.2% | +13.10% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.7% | +18.22% | Trim |
| 7 | META | Meta Platforms Inc-class A | +0.4% | -15.37% | Trim |
| 8 | VLTO | Veralto CORP | +0.4% | -2.45% | Add |
| 9 | JNJ | Johnson & Johnson | +0.4% | -4.93% | Trim |
| 10 | MCO | Moody's CORP | +0.3% | -1.92% | Trim |
| 11 | AME | Ametek Inc | +0.2% | -2.13% | Trim |
| 12 | INTU | Intuit Inc | +0.1% | -12.14% | Trim |
| 13 | AMZN | Amazon.com Inc | +0.1% | -12.30% | Trim |
| 14 | ADI | Analog Devices Inc | 0% | -19.74% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | +8.73% | Trim |
| 16 | LIN | Linde plc | -0.1% | -16.66% | Trim |
| 17 | SYK | Stryker CORP | -0.1% | -2.24% | Trim |
| 18 | ROP | Roper Technologies Inc | -0.3% | -4.88% | Trim |
| 19 | MTD | Mettler-toledo International | -0.4% | -4.56% | Trim |
| 20 | DHR | Danaher CORP | -0.4% | -20.01% | Trim |
| 21 | AVGO | Broadcom Inc | -0.5% | -47.69% | Trim |
| 22 | AMT | American Tower CORP | -0.5% | -17.73% | Trim |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -16.04% | Trim |
| 24 | UL | Unilever PLC | -0.5% | -23.30% | Trim |
| 25 | SAP | Sap Se-sponsored Adr | -0.7% | -4.22% | Trim |
| 26 | TDG | Transdigm Group Inc | -0.9% | -8.03% | Trim |
| 27 | CRM | Salesforce Inc | -1% | -17.86% | Trim |
| 28 | EFX | Equifax Inc | -1.1% | -46.09% | Trim |
| 29 | HEI | Heico CORP | -1.1% | -0.17% | Trim |
| 30 | V | Visa Inc-class A Shares | -1.5% | -4.42% | Trim |
| 31 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 32 | GE | General Electric | — | NEW | New buy |
| 33 | BN | Brookfield CORP | — | EXIT | Sold out |
| 34 | NSRGY | Nestle Sa-spons Adr | — | EXIT | Sold out |
| 35 | CP | Canadian Pacific Kansas City | — | EXIT | Sold out |
| 36 | SAFRY | Safran Sa-unspon Adr | — | EXIT | Sold out |
| 37 | CLPBY | Coloplast A/s-sponsored Adr | — | EXIT | Sold out |
| 38 | ADDYY | Adidas Ag-sponsored Adr | — | EXIT | Sold out |
| 39 | ASML | ASML Holding N.V. | — | EXIT | Sold out |
| 40 | PRNDY | Pernod Ricard SA - Spon Adr | — | EXIT | Sold out |
| 41 | EXPGY | Experian Plc-spons Adr | — | EXIT | Sold out |
| 42 | NVZMY | Novonesis (novozymes)-adr | — | EXIT | Sold out |
| 43 | CNSWF | Constellation Software Inc | — | EXIT | Sold out |
| 44 | FANUY | Fanuc Corp-unsp Adr | — | EXIT | Sold out |
| 45 | AIQUY | Air Liquide-unsponsored Adr | — | EXIT | Sold out |
| 46 | NVS | Novartis Ag-sponsored Adr | — | EXIT | Sold out |
| 47 | CLLNY | Cellnex Telecom Sau-unsp Adr | — | EXIT | Sold out |
| 48 | ✓ | Sartorius Ag-vorzug | — | EXIT | Sold out |
| 49 | IFNNY | Infineon Technologies-adr | — | EXIT | Sold out |
| 50 | DASTY | Dassault Systemes S-spon Adr | — | EXIT | Sold out |
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 32 disclosed positions in Q3 2025.
During Q3 2025, Mar Vista Investment Partners LLC's top holdings by market value included MSFT (7.6%)、AAPL (6.0%)、ORCL (5.2%). The largest single position, MSFT, represented 7.6% of total portfolio value.
In Q3 2025, Mar Vista Investment Partners LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 26 holdings, and fully liquidating 19 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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