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View AllLatest MAR VISTA INVESTMENT PARTNERS LLC Stock Portfolio
$2.19Billion
Equity Portfolio Value
Last Reported on: 08 Feb, 2024
About MAR VISTA INVESTMENT PARTNERS LLC and it’s 13F Hedge Fund Stock Holdings
MAR VISTA INVESTMENT PARTNERS LLC is a hedge fund based in Palm Beach Gardens, FL. On 20-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $2.8 Billions. In it's latest 13F Holdings report, MAR VISTA INVESTMENT PARTNERS LLC reported an equity portfolio of $2.2 Billions as of 31 Dec, 2023.
The top stock holdings of MAR VISTA INVESTMENT PARTNERS LLC are MSFT, AAPL, AMZN. The fund has invested 6.4% of it's portfolio in MICROSOFT CORP and 4.6% of portfolio in APPLE INC.
They significantly reduced their stock positions in AIR PRODUCTS & CHEMICALS INC (APD), MARKEL CORP (MKL) and AMAZON.COM INC (AMZN). MAR VISTA INVESTMENT PARTNERS LLC opened new stock positions in ANALOG DEVICES INC (ADI) and VERALTO CORP. The fund showed a lot of confidence in some stocks as they added substantially to RECKITT BENCKISER-SPON ADR, STARBUCKS CORP (SBUX) and BROOKFIELD ASSET MGMT-A (BAM).
The top stock holdings of MAR VISTA INVESTMENT PARTNERS LLC are MSFT, AAPL, AMZN. The fund has invested 6.4% of it's portfolio in MICROSOFT CORP and 4.6% of portfolio in APPLE INC.
They significantly reduced their stock positions in AIR PRODUCTS & CHEMICALS INC (APD), MARKEL CORP (MKL) and AMAZON.COM INC (AMZN). MAR VISTA INVESTMENT PARTNERS LLC opened new stock positions in ANALOG DEVICES INC (ADI) and VERALTO CORP. The fund showed a lot of confidence in some stocks as they added substantially to RECKITT BENCKISER-SPON ADR, STARBUCKS CORP (SBUX) and BROOKFIELD ASSET MGMT-A (BAM).
New Buys
| Ticker | $ Bought |
|---|---|
| ANALOG DEVICES INC | 73,518,200 |
| VERALTO CORP | 22,573,300 |
| CONSTELLATION SOFTWARE INC | 47,208 |
| SARTORIUS AG-VORZUG | 28,721 |
| TOPICUS.COM INC-SUB VOTING | 2,688 |
New stocks bought by MAR VISTA INVESTMENT PARTNERS LLC
Additions
| Ticker | % Inc. |
|---|---|
| RECKITT BENCKISER-SPON ADR | 29.09 |
| STARBUCKS CORP | 24.02 |
| BROOKFIELD ASSET MGMT-A | 21.03 |
| SALESFORCE INC | 18.41 |
| UNILEVER PLC-SPONSORED ADR | 15.57 |
| PEPSICO INC | 9.74 |
| WALT DISNEY CO/THE | 9.63 |
| ADIDAS AG-SPONSORED ADR | 7.99 |
Additions to existing portfolio by MAR VISTA INVESTMENT PARTNERS LLC
Reductions
| Ticker | % Reduced |
|---|---|
| AIR PRODUCTS & CHEMICALS INC | -99.98 |
| MARKEL CORP | -99.97 |
| AMAZON.COM INC | -24.85 |
| HEICO CORP | -10.83 |
| JOHNSON & JOHNSON | -8.6 |
| HONEYWELL INTERNATIONAL INC | -7.44 |
| METTLER-TOLEDO INTERNATIONAL | -7.07 |
| AMERICAN TOWER CORP | -6.59 |
MAR VISTA INVESTMENT PARTNERS LLC reduced stake in above stock
Sold off
Current Stock Holdings of MAR VISTA INVESTMENT PARTNERS LLC
Last Reported on: 08 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.63 | 526,561 | 101,379,000 | REDUCED | -5.38 | |
| ACN | ACCENTURE PLC CL A | 0.00 | 90.00 | 31,582 | UNCHANGED | 0.00 | |
| ADBE | ADOBE INC | 4.01 | 147,429 | 87,956,100 | REDUCED | -5.62 | |
| ADI | ANALOG DEVICES INC | 3.36 | 370,257 | 73,518,200 | NEW | ||
| AME | AMETEK INC | 0.32 | 43,154 | 7,115,660 | UNCHANGED | 0.00 | |
| AMT | AMERICAN TOWER CORP | 4.12 | 418,040 | 90,246,500 | REDUCED | -6.59 | |
| AMZN | AMAZON.COM INC | 4.61 | 664,379 | 100,946,000 | REDUCED | -24.85 | |
| APD | AIR PRODUCTS & CHEMICALS INC | 0.00 | 52.00 | 14,238 | REDUCED | -99.98 | |
| APH | AMPHENOL CORP-CL A | 2.75 | 607,990 | 60,270,000 | REDUCED | -6.1 | |
| ASML | ASML HOLDING NV-NY REG SHS | 0.00 | 36.00 | 27,249 | UNCHANGED | 0.00 | |
| BAM | BROOKFIELD ASSET MGMT-A | 0.04 | 19,161 | 769,697 | ADDED | 21.03 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 0.23 | 64,438 | 5,094,470 | UNCHANGED | 0.00 | |
| CRM | SALESFORCE INC | 3.62 | 301,241 | 79,268,600 | ADDED | 18.41 | |
| DHR | DANAHER CORP | 1.82 | 172,261 | 39,850,900 | REDUCED | -6.42 | |
| DIS | WALT DISNEY CO/THE | 3.56 | 863,522 | 77,967,400 | ADDED | 9.63 | |
| FTV | FORTIVE CORP | 2.18 | 649,900 | 47,852,100 | REDUCED | -6.46 | |
| GOOG | ALPHABET INC-CL C | 4.11 | 639,636 | 90,143,900 | ADDED | 5.68 | |
| GOOG | ALPHABET INC-CL A | 0.04 | 5,947 | 830,736 | ADDED | 0.29 | |
| GXO | GXO LOGISTICS INC | 4.28 | 1,534,170 | 93,829,800 | REDUCED | -5.81 | |
| HEI | HEICO CORP | 1.90 | 232,968 | 41,671,000 | REDUCED | -10.83 | |
| HON | HONEYWELL INTERNATIONAL INC | 2.29 | 239,179 | 50,158,200 | REDUCED | -7.44 | |
| INTU | INTUIT INC | 2.70 | 94,823 | 59,267,200 | REDUCED | -5.77 | |
| JNJ | JOHNSON & JOHNSON | 2.37 | 331,540 | 51,965,600 | REDUCED | -8.6 | |
| LIN | LINDE PLC | 2.77 | 147,996 | 60,783,400 | REDUCED | -5.84 | |
| MCHP | MICROCHIP TECHNOLOGY INC | 3.53 | 857,470 | 77,326,600 | REDUCED | -4.42 | |
| MCO | MOODYS CORP | 2.11 | 118,337 | 46,217,700 | REDUCED | -6.01 | |
| MKL | MARKEL CORP | 0.00 | 14.00 | 19,879 | REDUCED | -99.97 | |
| MSFT | MICROSOFT CORP | 6.43 | 374,863 | 140,963,000 | REDUCED | -5.69 | |
| MTD | METTLER-TOLEDO INTERNATIONAL | 2.41 | 43,556 | 52,831,700 | REDUCED | -7.07 | |
| NKE | NIKE INC CL B | 2.87 | 579,607 | 62,927,900 | REDUCED | -5.95 | |
| NVS | NOVARTIS AG-SPONSORED ADR | 0.24 | 51,675 | 5,217,620 | UNCHANGED | 0.00 | |
| ORCL | ORACLE CORP | 3.40 | 706,500 | 74,486,300 | REDUCED | -4.96 | |
| PEP | PEPSICO INC | 2.83 | 365,238 | 62,032,000 | ADDED | 9.74 | |
| ROP | ROPER TECHNOLOGIES INC | 2.56 | 102,998 | 56,151,400 | REDUCED | -6.02 | |
| SAP | SAP SE-SPONSORED ADR | 3.27 | 463,735 | 71,688,800 | REDUCED | -5.7 | |
| SBUX | STARBUCKS CORP | 1.39 | 317,850 | 30,516,800 | ADDED | 24.02 | |
| SYK | STRYKER CORP | 0.28 | 20,341 | 6,091,320 | ADDED | 0.02 | |
| TDG | TRANSDIGM GROUP INC | 4.47 | 96,825 | 97,948,200 | REDUCED | -2.45 | |
| UL | UNILEVER PLC-SPONSORED ADR | 0.28 | 125,473 | 6,082,930 | ADDED | 15.57 | |
| V | VISA INC-CLASS A SHARES | 3.34 | 280,934 | 73,141,200 | REDUCED | -6.02 | |
| BERKSHIRE HATHAWAY INC-CL B | 2.50 | 153,821 | 54,861,800 | REDUCED | -5.34 | ||
| VERALTO CORP | 1.03 | 274,414 | 22,573,300 | NEW | |||
| RECKITT BENCKISER-SPON ADR | 0.27 | 427,753 | 5,877,330 | ADDED | 29.09 | ||
| NESTLE SA-SPONS ADR | 0.24 | 46,426 | 5,368,240 | UNCHANGED | 0.00 | ||
| PERNOD RICARD SA - SPON ADR | 0.21 | 131,327 | 4,635,840 | UNCHANGED | 0.00 | ||
| COLOPLAST AS- UNSPON ADR | 0.17 | 327,451 | 3,775,510 | UNCHANGED | 0.00 | ||
| SAFRAN SA-UNSPON ADR | 0.15 | 74,948 | 3,307,460 | ADDED | 4.27 | ||
| ADIDAS AG-SPONSORED ADR | 0.12 | 27,044 | 2,749,020 | ADDED | 7.99 | ||
| BROOKFIELD ASSET MANAGE-CL A | 0.12 | 68,174 | 2,735,140 | ADDED | 7.68 | ||
| EXPERIAN PLC-SPONS ADR | 0.01 | 6,309 | 257,029 | UNCHANGED | 0.00 | ||
| FANUC CORP-UNSP ADR | 0.01 | 10,687 | 156,351 | UNCHANGED | 0.00 | ||
| TOPICUS.COM INC-SUB VOTING | 0.00 | 40.00 | 2,688 | NEW | |||
| PERNOD RICARD SA | 0.00 | 41.00 | 7,197 | UNCHANGED | 0.00 | ||
| NESTLE SA-REG | 0.00 | 113 | 13,102 | UNCHANGED | 0.00 | ||
| RECKITT BENCKISER GROUP PLC | 0.00 | 207 | 14,350 | UNCHANGED | 0.00 | ||
| NOVOZYMES A/S-UNSPONS ADR | 0.00 | 285 | 15,648 | UNCHANGED | 0.00 | ||
| EDENRED SA-UNSP ADR | 0.00 | 657 | 19,513 | UNCHANGED | 0.00 | ||
| INFINEON TECHNOLOGIES ADR | 0.00 | 468 | 19,586 | UNCHANGED | 0.00 | ||
| AIR LIQUIDE-UNSPONSORED ADR | 0.00 | 617 | 24,032 | UNCHANGED | 0.00 | ||
| DASSAULT SYS S A SPON ADR | 0.00 | 501 | 24,559 | UNCHANGED | 0.00 | ||
| SARTORIUS AG-VORZUG | 0.00 | 77.00 | 28,721 | NEW | |||
| CELLNEX TELECOM SAU-UNSP ADR | 0.00 | 1,479 | 29,048 | UNCHANGED | 0.00 | ||
| CONSTELLATION SOFTWARE INC | 0.00 | 19.00 | 47,208 | NEW |