MV

MAR VISTA INVESTMENT PARTNERS LLC

13F
MAR VISTA INVESTMENT PARTNERS LLC
Last update 2024-08-02 61 Stocks (2 new)
Value $2.03 Bil Turnover 8 %
Countries:
Top Holdings: MSFT(6.90%)AAPL(5.51%)TDG(5.11%)AMZN(4.71%)ORCL(4.06%)
Portfolio Report
Summary Stock Picks Current Portfolio
MAR VISTA INVESTMENT PARTNERS ... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
313,737
140224.750
-13.11%
6.900
-0.87%
0.000
+4.32%
+10.02%
3059156.044
Software
AAPL 		Apple Inc
532,119
112074.900
+45.42%
5.510
+1.72%
0.000
+6.90%
+16.50%
3377630.649
Hardware
TDG 		TransDigm Group Inc
81,371
103960.400
-12.86%
5.110
-0.65%
0.150
+16.77%
+39.60%
75054.599
Aerospace & Defense
AMZN 		Amazon.com Inc
495,394
95734.890
-27.77%
4.710
-1.50%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
ORCL 		Oracle Corp
584,647
82552.160
-13.57%
4.060
-0.50%
0.020
+34.65%
+64.93%
476013.221
Software
AMT 		American Tower Corp
405,538
78828.480
-0.19%
3.880
-0.01%
0.090
-4.77%
+1.51%
99929.838
REITs
SAP 		SAP SE
383,093
77273.690
-13.12%
3.800
-0.49%
0.030
+18.52%
+54.51%
275177.350
Software
CRM 		Salesforce Inc
273,665
70359.270
-11.09%
3.460
-0.45%
0.030
+24.66%
+13.56%
284400.440
Software
LIN 		Linde PLC
155,904
68412.230
+4.76%
3.370
+0.15%
0.030
+2.87%
+11.77%
216599.468
Chemicals
V 		Visa Inc
257,894
67689.440
-3.88%
3.330
-0.13%
0.010
+14.60%
+13.30%
569477.114
Credit Services

MAR VISTA INVESTMENT PARTNERS LLC's Historical Top Holdings Breakdowns

MAR VISTA INVESTMENT PARTNERS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVGO 		Broadcom Inc2024-06-30New Buy
+2.46%
●
120.47 ($140.14) 182.89
$173.90
24.09%
New holding
312,110
31,211
META 		Meta Platforms Inc2024-06-30New Buy
+2.44%
●
430.17 ($486.09) 527.34
$572.43
17.76%
New holding
98,258
98,258
GOOG 		Alphabet Inc2024-06-30Reduce
-1.88%
●
151.94 ($170.1) 186.86
$171.41
0.77%
Reduce -44.65%
350,493
-282,731
SBUX 		Starbucks Corp2024-06-30Sold Out
-1.75%
●
72.5 ($81.44) 91.53
$97.09
19.22%
Sold Out
0
-438,530
AAPL 		Apple Inc2024-06-30Add
+1.72%
●
165 ($186.49) 216.67
$223.45
19.82%
Add 45.42%
532,119
166,189
PEP 		PepsiCo Inc2024-06-30Reduce
-1.55%
●
163.33 ($172.59) 183.11
$167.85
-2.75%
Reduce -57.45%
149,646
-202,044
AMZN 		Amazon.com Inc2024-06-30Reduce
-1.50%
●
173.67 ($183.7) 197.85
$199.50
8.60%
Reduce -27.77%
495,394
-190,456
DIS 		The Walt Disney Co2024-06-30Reduce
-1.50%
●
99.29 ($107.65) 122.82
$96.63
-10.24%
Reduce -33.37%
561,252
-281,040
MCHP 		Microchip Technology Inc2024-06-30Reduce
-1.33%
●
81.68 ($91.51) 99.49
$75.09
-17.94%
Reduce -41.14%
487,544
-340,794
ADI 		Analog Devices Inc2024-06-30Reduce
-1.24%
●
183.36 ($213.37) 240.16
$217.60
1.98%
Reduce -40.12%
213,825
-143,246

MAR VISTA INVESTMENT PARTNERS LLC Total Holding History ($B)

To

MAR VISTA INVESTMENT PARTNERS LLC's Asset Allocation

To

MAR VISTA INVESTMENT PARTNERS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MAR VISTA INVESTMENT PARTNERS LLC's Hypothetical Growth since 2024-06-30

MAR VISTA INVESTMENT PARTNERS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MAR VISTA INVESTMENT PARTNERS LLC's Holdings Heat Map

Size field:

MAR VISTA INVESTMENT PARTNERS LLC's Holdings Bubble Chart

MAR VISTA INVESTMENT PARTNERS LLC News

  • 1

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