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Latest 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).

New Buys

Ticker$ Bought
ANALOG DEVICES INC73,518,200
VERALTO CORP22,573,300
CONSTELLATION SOFTWARE INC47,208
SARTORIUS AG-VORZUG28,721
TOPICUS.COM INC-SUB VOTING2,688

New stocks bought by MAR VISTA INVESTMENT PARTNERS LLC

Additions

Ticker% Inc.
RECKITT BENCKISER-SPON ADR29.09
STARBUCKS CORP24.02
BROOKFIELD ASSET MGMT-A21.03
SALESFORCE INC18.41
UNILEVER PLC-SPONSORED ADR15.57
PEPSICO INC9.74
WALT DISNEY CO/THE9.63
ADIDAS AG-SPONSORED ADR7.99

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

None of the stocks were completely sold off by MAR VISTA INVESTMENT PARTNERS LLC

Current Stock Holdings of MAR VISTA INVESTMENT PARTNERS LLC

Last Reported on: 08 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC4.63526,561101,379,000REDUCED-5.38
ACNACCENTURE PLC CL A0.0090.0031,582UNCHANGED0.00
ADBEADOBE INC4.01147,42987,956,100REDUCED-5.62
ADIANALOG DEVICES INC3.36370,25773,518,200NEW
AMEAMETEK INC0.3243,1547,115,660UNCHANGED0.00
AMTAMERICAN TOWER CORP4.12418,04090,246,500REDUCED-6.59
AMZNAMAZON.COM INC4.61664,379100,946,000REDUCED-24.85
APDAIR PRODUCTS & CHEMICALS INC0.0052.0014,238REDUCED-99.98
APHAMPHENOL CORP-CL A2.75607,99060,270,000REDUCED-6.1
ASMLASML HOLDING NV-NY REG SHS0.0036.0027,249UNCHANGED0.00
BAMBROOKFIELD ASSET MGMT-A0.0419,161769,697ADDED21.03
CPCANADIAN PACIFIC KANSAS CITY0.2364,4385,094,470UNCHANGED0.00
CRMSALESFORCE INC3.62301,24179,268,600ADDED18.41
DHRDANAHER CORP1.82172,26139,850,900REDUCED-6.42
DISWALT DISNEY CO/THE3.56863,52277,967,400ADDED9.63
FTVFORTIVE CORP2.18649,90047,852,100REDUCED-6.46
GOOGALPHABET INC-CL C4.11639,63690,143,900ADDED5.68
GOOGALPHABET INC-CL A0.045,947830,736ADDED0.29
GXOGXO LOGISTICS INC4.281,534,17093,829,800REDUCED-5.81
HEIHEICO CORP1.90232,96841,671,000REDUCED-10.83
HONHONEYWELL INTERNATIONAL INC2.29239,17950,158,200REDUCED-7.44
INTUINTUIT INC2.7094,82359,267,200REDUCED-5.77
JNJJOHNSON & JOHNSON2.37331,54051,965,600REDUCED-8.6
LINLINDE PLC2.77147,99660,783,400REDUCED-5.84
MCHPMICROCHIP TECHNOLOGY INC3.53857,47077,326,600REDUCED-4.42
MCOMOODYS CORP2.11118,33746,217,700REDUCED-6.01
MKLMARKEL CORP0.0014.0019,879REDUCED-99.97
MSFTMICROSOFT CORP6.43374,863140,963,000REDUCED-5.69
MTDMETTLER-TOLEDO INTERNATIONAL2.4143,55652,831,700REDUCED-7.07
NKENIKE INC CL B2.87579,60762,927,900REDUCED-5.95
NVSNOVARTIS AG-SPONSORED ADR0.2451,6755,217,620UNCHANGED0.00
ORCLORACLE CORP3.40706,50074,486,300REDUCED-4.96
PEPPEPSICO INC2.83365,23862,032,000ADDED9.74
ROPROPER TECHNOLOGIES INC2.56102,99856,151,400REDUCED-6.02
SAPSAP SE-SPONSORED ADR3.27463,73571,688,800REDUCED-5.7
SBUXSTARBUCKS CORP1.39317,85030,516,800ADDED24.02
SYKSTRYKER CORP0.2820,3416,091,320ADDED0.02
TDGTRANSDIGM GROUP INC4.4796,82597,948,200REDUCED-2.45
ULUNILEVER PLC-SPONSORED ADR0.28125,4736,082,930ADDED15.57
VVISA INC-CLASS A SHARES3.34280,93473,141,200REDUCED-6.02
BERKSHIRE HATHAWAY INC-CL B2.50153,82154,861,800REDUCED-5.34
VERALTO CORP1.03274,41422,573,300NEW
RECKITT BENCKISER-SPON ADR0.27427,7535,877,330ADDED29.09
NESTLE SA-SPONS ADR0.2446,4265,368,240UNCHANGED0.00
PERNOD RICARD SA - SPON ADR0.21131,3274,635,840UNCHANGED0.00
COLOPLAST AS- UNSPON ADR0.17327,4513,775,510UNCHANGED0.00
SAFRAN SA-UNSPON ADR0.1574,9483,307,460ADDED4.27
ADIDAS AG-SPONSORED ADR0.1227,0442,749,020ADDED7.99
BROOKFIELD ASSET MANAGE-CL A0.1268,1742,735,140ADDED7.68
EXPERIAN PLC-SPONS ADR0.016,309257,029UNCHANGED0.00
FANUC CORP-UNSP ADR0.0110,687156,351UNCHANGED0.00
TOPICUS.COM INC-SUB VOTING0.0040.002,688NEW
PERNOD RICARD SA0.0041.007,197UNCHANGED0.00
NESTLE SA-REG0.0011313,102UNCHANGED0.00
RECKITT BENCKISER GROUP PLC0.0020714,350UNCHANGED0.00
NOVOZYMES A/S-UNSPONS ADR0.0028515,648UNCHANGED0.00
EDENRED SA-UNSP ADR0.0065719,513UNCHANGED0.00
INFINEON TECHNOLOGIES ADR0.0046819,586UNCHANGED0.00
AIR LIQUIDE-UNSPONSORED ADR0.0061724,032UNCHANGED0.00
DASSAULT SYS S A SPON ADR0.0050124,559UNCHANGED0.00
SARTORIUS AG-VORZUG0.0077.0028,721NEW
CELLNEX TELECOM SAU-UNSP ADR0.001,47929,048UNCHANGED0.00
CONSTELLATION SOFTWARE INC0.0019.0047,208NEW