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CIK: 0001419999
Total reported value
$1.0B
$1.0B
34 檔
32.1%
During the Q4 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 34 reported positions.
In Q4 2025, Mar Vista Investment Partners LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.15% | -0.71% | -4.20% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.33% | -0.03% | -6.21% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.75% | -1.32% | +9.54% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.40% | +0.70% | +8.28% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.92% | -1.07% | -12.12% | |
| 6 | TDG | Transdigm Group Inc | Stock-Industrials | 4.86% | -2.47% | -5.37% | |
| 7 | LIN | Linde plc | Stock-Materials | 4.44% | -0.16% | +12.78% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 4.27% | +0.17% | +22.22% | |
| 9 | MCO | Moody's CORP | Stock-Financials | 4.11% | -0.16% | -4.44% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.85% | +0.77% | — | |
| 11 | APH | Amphenol Corp-cl A | Stock-Tech | 3.68% | +0.88% | -27.04% | |
| 12 | INTU | Intuit Inc | Stock-Tech | 3.61% | -0.91% | EXIT | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.40% | -0.25% | -1.40% | |
| 14 | AME | Ametek Inc | Stock-Industrials | 3.30% | -0.08% | -2.50% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 3.26% | +0.13% | +21.96% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.22% | -0.36% | -5.82% | |
| 17 | ADI | Analog Devices Inc | Stock-Tech | 2.97% | -0.82% | -2.96% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.76% | -0.18% | -7.34% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 2.65% | +0.78% | -4.47% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 2.25% | -0.48% | -5.75% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 2.18% | -0.13% | -43.06% | |
| 22 | MTD | Mettler-toledo International | Stock-Healthcare | 2.13% | +0.32% | -30.69% | |
| 23 | GE | General Electric | Stock-Industrials | 2.11% | +1.21% | -11.04% | |
| 24 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 2.03% | -0.27% | — | |
| 25 | SAP | Sap Se-sponsored Adr | Stock-Tech | 2.03% | -0.05% | EXIT | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 1.82% | — | -39.42% | |
| 27 | AMT | American Tower CORP | Stock-Real Estate | 1.41% | -0.21% | -10.97% | |
| 28 | HEI | Heico CORP | Stock-Industrials | 1.39% | -0.17% | -1.22% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 1.09% | +0.15% | — | |
| 30 | VLTO | Veralto CORP | Stock-Industrials | 0.92% | — | EXIT | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.36% | +2.32% | — | |
| 32 | GEV | GE Vernova Inc | Stock-Industrials | 0.31% | +1.03% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.02% | — | -7.30% | |
| 34 | NKE | Nike Inc -cl B | Stock-Consumer Disc | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +1.1% | +22.22% | Add |
| 2 | AMZN | Amazon.com Inc | +1% | +9.54% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.8% | -12.12% | Trim |
| 4 | NVDA | Nvidia CORP | +0.7% | +8.28% | Add |
| 5 | SYK | Stryker CORP | +0.6% | +21.96% | Add |
| 6 | AME | Ametek Inc | +0.4% | -2.50% | Trim |
| 7 | AAPL | Apple Inc | +0.4% | -6.21% | Trim |
| 8 | ADI | Analog Devices Inc | +0.3% | -2.96% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.3% | -5.82% | Trim |
| 10 | MCO | Moody's CORP | +0.3% | -4.44% | Trim |
| 11 | DHR | Danaher CORP | +0.3% | -5.75% | Trim |
| 12 | LIN | Linde plc | +0.3% | +12.78% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | -4.47% | Trim |
| 14 | HEI | Heico CORP | +0.1% | -1.22% | Trim |
| 15 | TDG | Transdigm Group Inc | 0% | -5.37% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | — | -7.30% | Trim |
| 17 | NKE | Nike Inc -cl B | — | — | Unchanged |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -7.34% | Trim |
| 19 | GE | General Electric | -0.1% | -11.04% | Trim |
| 20 | INTU | Intuit Inc | -0.2% | -6.62% | Trim |
| 21 | META | Meta Platforms Inc-class A | -0.2% | -1.40% | Trim |
| 22 | AMT | American Tower CORP | -0.2% | -10.97% | Trim |
| 23 | MSFT | Microsoft CORP | -0.4% | -4.20% | Trim |
| 24 | MTD | Mettler-toledo International | -0.4% | -30.69% | Trim |
| 25 | APH | Amphenol Corp-cl A | -0.7% | -27.04% | Trim |
| 26 | CRM | Salesforce Inc | -0.7% | -39.42% | Trim |
| 27 | SAP | Sap Se-sponsored Adr | -1.3% | -35.65% | Trim |
| 28 | VLTO | Veralto CORP | -1.7% | -64.20% | Trim |
| 29 | ORCL | Oracle CORP | -3.1% | -43.06% | Trim |
| 30 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 31 | UL | Unilever PLC | — | EXIT | Sold out |
| 32 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 33 | ROP | Roper Technologies Inc | — | EXIT | Sold out |
| 34 | EFX | Equifax Inc | — | EXIT | Sold out |
| 35 | NFLX | Netflix Inc | — | NEW | New buy |
| 36 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 37 | GEV | GE Vernova Inc | — | 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 34 disclosed positions in Q4 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, AAPL, AMZN) accounted for 32.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
TSM
市值: $42.0M
Top Position Liquidated / Trimmed
UL
前期市值: $23.4M
During Q4 2025, Mar Vista Investment Partners LLC's top holdings by market value included MSFT (7.2%)、AAPL (6.3%)、AMZN (5.8%). The largest single position, MSFT, represented 7.2% of total portfolio value.
In Q4 2025, Mar Vista Investment Partners LLC made 36 total portfolio adjustments, initiating 5 new buys, adding to 5 positions, trimming 23 holdings, and fully liquidating 3 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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