Latest MAR VISTA INVESTMENT PARTNERS LLC Stock Portfolio
MAR VISTA INVESTMENT PARTNERS LLC Performance:
2025 Q3: 3.94%YTD: 11.61%2024: 9%
Performance for 2025 Q3 is 3.94%, and YTD is 11.61%, and 2024 is 9%.
About MAR VISTA INVESTMENT PARTNERS LLC and 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 $1.2 Billions as of 30 Sep, 2025.
The top stock holdings of MAR VISTA INVESTMENT PARTNERS LLC are MSFT, AAPL, ORCL. The fund has invested 7.6% of it's portfolio in MICROSOFT CORP and 6% of portfolio in APPLE INC.
The fund managers got completely rid off ADOBE INC (ADBE), BROOKFIELD CORP and CANADIAN PACIFIC KANSAS CITY (CP) stocks. They significantly reduced their stock positions in BROADCOM INC (AVGO), EQUIFAX INC (EFX) and GENERAL ELECTRIC (GE). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORP (NVDA), ALPHABET INC-CL C (GOOG) and APPLE INC (AAPL).
The top stock holdings of MAR VISTA INVESTMENT PARTNERS LLC are MSFT, AAPL, ORCL. The fund has invested 7.6% of it's portfolio in MICROSOFT CORP and 6% of portfolio in APPLE INC.
The fund managers got completely rid off ADOBE INC (ADBE), BROOKFIELD CORP and CANADIAN PACIFIC KANSAS CITY (CP) stocks. They significantly reduced their stock positions in BROADCOM INC (AVGO), EQUIFAX INC (EFX) and GENERAL ELECTRIC (GE). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORP (NVDA), ALPHABET INC-CL C (GOOG) and APPLE INC (AAPL).
MAR VISTA INVESTMENT PARTNERS LLC Annual Return Estimates Vs S&P 500
Our best estimate is that MAR VISTA INVESTMENT PARTNERS LLC made a return of 3.94% in the last quarter. In trailing 12 months, it's portfolio return was 10.44%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| nvidia corp | 25.9 |
| alphabet inc-cl c | 18.22 |
| apple inc | 13.1 |
| alphabet inc-cl a | 8.73 |
Additions to existing portfolio by MAR VISTA INVESTMENT PARTNERS LLC
Reductions
| Ticker | % Reduced |
|---|---|
| broadcom inc | -47.69 |
| equifax inc | -46.09 |
| general electric | -28.6 |
| unilever plc-sponsored adr | -23.3 |
| danaher corp | -20.01 |
| analog devices inc | -19.74 |
| oracle corp | -18.34 |
| salesforce inc | -17.86 |
MAR VISTA INVESTMENT PARTNERS LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| coloplast as- unspon adr | -3,405,730 |
| brookfield corp | -7,945,000 |
| canadian pacific kansas city | -6,126,620 |
| safran sa-unspon adr | -6,268,010 |
| pernod ricard sa - spon adr | -1,450,800 |
| adobe inc | -24,159,500 |
| nestle sa-spons adr | -5,694,710 |
| adidas ag-sponsored adr | -3,550,040 |
MAR VISTA INVESTMENT PARTNERS LLC got rid off the above stocks
Sector Distribution
MAR VISTA INVESTMENT PARTNERS LLC has about 41.1% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 41.1 |
| Industrials | 12.8 |
| Others | 10.7 |
| Healthcare | 10.1 |
| Communication Services | 7.8 |
| Financial Services | 7 |
| Consumer Cyclical | 4.7 |
| Basic Materials | 4.2 |
| Real Estate | 1.6 |
Market Cap. Distribution
MAR VISTA INVESTMENT PARTNERS LLC has about 89.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 51.3 |
| LARGE-CAP | 37.9 |
| UNALLOCATED | 10.7 |
Stocks belong to which Index?
About 87.9% of the stocks held by MAR VISTA INVESTMENT PARTNERS LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 87.9 |
| Others | 12.1 |
MAR VISTA INVESTMENT PARTNERS LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of MAR VISTA INVESTMENT PARTNERS LLC
MAR VISTA INVESTMENT PARTNERS LLC has 32 stocks in it's portfolio. About 49.5% of the portfolio is in top 10 stocks. TDG proved to be the most loss making stock for the portfolio. ORCL was the most profitable stock for MAR VISTA INVESTMENT PARTNERS LLC last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 5.98 | 270,359 | 68,841,500 | added | 13.1 | ||
| ACN | accenture plc cl a | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADI | analog devices inc | 2.63 | 123,106 | 30,247,100 | reduced | -19.74 | ||
| AME | ametek inc | 2.94 | 179,827 | 33,807,500 | reduced | -2.13 | ||
| AMT | american tower corp | 1.65 | 98,586 | 18,960,100 | reduced | -17.73 | ||
| AMZN | amazon.com inc | 4.73 | 247,963 | 54,445,200 | reduced | -12.3 | ||
| APH | amphenol corp-cl a | 4.37 | 406,710 | 50,330,400 | reduced | -3.9 | ||
| AVGO | broadcom inc | 2.50 | 87,245 | 28,783,000 | reduced | -47.69 | ||
| CP | canadian pacific kansas city | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CRM | salesforce inc | 2.55 | 123,685 | 29,313,300 | reduced | -17.86 | ||
| DHR | danaher corp | 1.96 | 113,597 | 22,521,700 | reduced | -20.01 | ||
| EFX | equifax inc | 1.53 | 68,617 | 17,602,300 | reduced | -46.09 | ||
| GE | general electric | 2.19 | 83,823 | 25,215,600 | reduced | -28.6 | ||
| GOOG | alphabet inc-cl c | 4.12 | 194,560 | 47,385,100 | added | 18.22 | ||
| GOOG | alphabet inc-cl a | 0.02 | 822 | 199,828 | added | 8.73 | ||
| HEI | heico corp | 1.33 | 47,401 | 15,302,000 | reduced | -0.17 | ||
| INTU | intuit inc | 3.77 | 63,501 | 43,365,500 | reduced | -12.14 | ||
| JNJ | johnson & johnson | 2.90 | 180,093 | 33,392,800 | reduced | -4.93 | ||
| LIN | linde plc | 4.16 | 100,666 | 47,816,400 | reduced | -16.66 | ||