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MAR VISTA INVESTMENT PARTNERS LLC

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13F filer, CIK 1419999, LOS ANGELES, CA

MAR VISTA INVESTMENT PARTNERS LLC reported $1,150,628,940 across 32 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 49.51% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-016167

Period
2025-09-30
Reported value
$1.15B
Holdings
32
Top 10 weight
49.51%
New
0
Sold out
25

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+59,985$11.2M
AAPLadded+31,305$7.97M
GOOGadded+29,983$7.3M
GOOGLadded+66$16K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AVGOreduced-79,524-$26.2M
ADBEexited-62,447-$24.2M
MSFTreduced-31,197-$16.2M
EFXreduced-58,670-$15.1M
ORCLreduced-48,156-$13.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001214659-25-016167, largest first. % of portfolio is the value over $1,150,628,940, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,645 shares; 2024Q4: 218,418 shares; 2025Q1: 207,187 shares; 2025Q2: 199,341 shares; 2025Q3: 168,144 shares 168,144$87.1M7.57%-31,197Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,643 shares; 2024Q4: 368,415 shares; 2025Q1: 264,122 shares; 2025Q2: 239,054 shares; 2025Q3: 270,359 shares 270,359$68.8M5.98%+31,305Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,055 shares; 2024Q4: 319,992 shares; 2025Q1: 269,391 shares; 2025Q2: 262,586 shares; 2025Q3: 214,430 shares 214,430$60.3M5.24%-48,156Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,366 shares; 2024Q4: 59,019 shares; 2025Q1: 50,392 shares; 2025Q2: 45,722 shares; 2025Q3: 42,049 shares 42,049$55.4M4.82%-3,673Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,454 shares; 2024Q4: 351,174 shares; 2025Q1: 298,862 shares; 2025Q2: 282,743 shares; 2025Q3: 247,963 shares 247,963$54.4M4.73%-34,780Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186,059 shares; 2025Q2: 231,595 shares; 2025Q3: 291,580 shares 291,580$54.4M4.73%+59,985Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,294 shares; 2024Q4: 580,443 shares; 2025Q1: 399,632 shares; 2025Q2: 423,195 shares; 2025Q3: 406,710 shares 406,710$50.3M4.37%-16,485Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,205 shares; 2024Q4: 126,568 shares; 2025Q1: 110,069 shares; 2025Q2: 120,786 shares; 2025Q3: 100,666 shares 100,666$47.8M4.16%-20,120Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,645 shares; 2024Q4: 274,339 shares; 2025Q1: 265,754 shares; 2025Q2: 164,577 shares; 2025Q3: 194,560 shares 194,560$47.4M4.12%+29,983Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,387 shares; 2024Q4: 105,415 shares; 2025Q1: 92,522 shares; 2025Q2: 93,431 shares; 2025Q3: 91,633 shares 91,633$43.7M3.79%-1,798Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,145 shares; 2024Q4: 78,712 shares; 2025Q1: 72,806 shares; 2025Q2: 72,275 shares; 2025Q3: 63,501 shares 63,501$43.4M3.77%-8,774Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,635 shares; 2024Q4: 99,472 shares; 2025Q1: 67,908 shares; 2025Q2: 67,285 shares; 2025Q3: 56,946 shares 56,946$41.8M3.63%-10,339Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,074 shares; 2024Q4: 207,009 shares; 2025Q1: 179,355 shares; 2025Q2: 147,365 shares; 2025Q3: 141,152 shares 141,152$37.7M3.28%-6,213Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,141 shares; 2024Q4: 196,882 shares; 2025Q1: 162,350 shares; 2025Q2: 113,432 shares; 2025Q3: 108,414 shares 108,414$37M3.22%-5,018Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,554 shares; 2024Q4: 193,927 shares; 2025Q1: 192,256 shares; 2025Q2: 183,732 shares; 2025Q3: 179,827 shares 179,827$33.8M2.94%-3,905Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,588 shares; 2024Q4: 222,035 shares; 2025Q1: 184,786 shares; 2025Q2: 189,441 shares; 2025Q3: 180,093 shares 180,093$33.4M2.9%-9,348Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,014 shares; 2024Q4: 90,797 shares; 2025Q1: 76,295 shares; 2025Q2: 76,997 shares; 2025Q3: 64,647 shares 64,647$32.5M2.82%-12,350Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,679 shares; 2024Q4: 81,834 shares; 2025Q1: 90,187 shares; 2025Q2: 84,862 shares; 2025Q3: 82,957 shares 82,957$30.7M2.67%-1,905Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,977 shares; 2024Q4: 183,838 shares; 2025Q1: 156,354 shares; 2025Q2: 153,383 shares; 2025Q3: 123,106 shares 123,106$30.2M2.63%-30,277Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,752 shares; 2024Q4: 248,635 shares; 2025Q1: 274,392 shares; 2025Q2: 287,620 shares; 2025Q3: 280,577 shares 280,577$29.9M2.6%-7,043Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,507 shares; 2024Q4: 35,037 shares; 2025Q1: 30,134 shares; 2025Q2: 25,158 shares; 2025Q3: 24,010 shares 24,010$29.5M2.56%-1,148Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,372 shares; 2024Q4: 192,479 shares; 2025Q1: 162,809 shares; 2025Q2: 150,586 shares; 2025Q3: 123,685 shares 123,685$29.3M2.55%-26,901Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,865 shares; 2024Q4: 263,005 shares; 2025Q1: 216,554 shares; 2025Q2: 166,769 shares; 2025Q3: 87,245 shares 87,245$28.8M2.5%-79,524Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,394 shares; 2025Q3: 83,823 shares 83,823$25.2M2.19%-33,571Timeline
UNILEVER PLCUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,127 shares; 2024Q4: 561,274 shares; 2025Q1: 521,079 shares; 2025Q2: 513,625 shares; 2025Q3: 393,929 shares 393,929$23.4M2.03%-119,696
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,833 shares; 2024Q4: 145,322 shares; 2025Q1: 142,189 shares; 2025Q2: 142,008 shares; 2025Q3: 113,597 shares 113,597$22.5M1.96%-28,411Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,571 shares; 2024Q4: 52,102 shares; 2025Q1: 40,999 shares; 2025Q2: 41,579 shares; 2025Q3: 39,549 shares 39,549$19.7M1.71%-2,030Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,445 shares; 2024Q4: 141,512 shares; 2025Q1: 119,822 shares; 2025Q2: 119,827 shares; 2025Q3: 98,586 shares 98,586$19M1.65%-21,241Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,584 shares; 2024Q4: 153,905 shares; 2025Q1: 130,881 shares; 2025Q2: 127,287 shares; 2025Q3: 68,617 shares 68,617$17.6M1.53%-58,670Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,733 shares; 2024Q4: 132,773 shares; 2025Q1: 110,429 shares; 2025Q2: 47,482 shares; 2025Q3: 47,401 shares 47,401$15.3M1.33%-81Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,224 shares; 2025Q1: 1,130 shares; 2025Q2: 756 shares; 2025Q3: 822 shares 822$200K0.02%+66Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 579 shares; 2025Q3: 579 shares 579$40.4K<0.01%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ADBEADOBE INC62,447$24.2Mshares
BNBROOKFIELD CORP128,456$7.95Mshares
SAFRYSAFRAN SA-UNSPON ADR76,748$6.27Mshares
CPCANADIAN PACIFIC KANSAS CITY77,288$6.13Mshares
NSRGYNESTLE SA-SPONS ADR57,337$5.69Mshares
ADDYYADIDAS AG-SPONSORED ADR30,337$3.55Mshares
CLPBYCOLOPLAST A/S SPONSORED ADR (D359,254$3.41Mshares
ASMLASML HLDG NV4,008$3.21Mshares
PRNDYPERNOD RICARD S A72,395$1.45Mshares
NVZMYNOVOZYMES NOVOZYMES B ADR (DNK702$50.3Kshares
EXPGYEXPERIAN PLC-SPONS ADR953$48.9Kshares
CNSWFCONSTELLATION SOFTWARE INC9$33Kshares
AIQUYAIR LIQUIDE-UNSPONSORED ADR650$26.8Kshares
NVSNOVARTIS AG207$25Kshares
CLLNYCELLNEX TELECOM S A ADR (ESP)1,134$22Kshares
IFNNYINFINEON TECHNOLOGIES-ADR451$19.2Kshares
SARTORIUS AG-VORZUGSARTORIUS AG-VORZUG62$16.1Kshares
SOAGYSARTORIUS AG ADR REPSTG 1/5 PR303$15.5Kshares
DASTYDASSAULT SYSTEMES SA ADR381$13.8Kshares
ACNACCENTURE PLC IRELAND46$13.7Kshares
FANUYFANUC CORP-UNSP ADR917$12.5Kshares
NESTLE SANESTLE SA113$11.1Kshares
PDRDFPERNOD RICARD SA41$4.04Kshares
TOITFTOPICUS COM INC SUB VTG SHS (C29$3.62Kshares
BAMBROOKFIELD ASSET MANAGMT LTD61$3.37Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-016167 base2025-11-12acceptance time not in the bulk data set