Skip to content
Disclosery

MAR VISTA INVESTMENT PARTNERS LLC

Follow

13F filer, CIK 1419999, LOS ANGELES, CA

MAR VISTA INVESTMENT PARTNERS LLC reported $1,089,438,961 across 34 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 51.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-001835

Period
2025-12-31
Reported value
$1.09B
Holdings
34
Top 10 weight
51.09%
New
5
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMnew+138,116$42M
ULnew+336,467$22.1M
NFLXnew+126,444$11.9M
Vadded+24,087$8.45M
SYKadded+18,216$6.4M

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
UNILEVER PLCexited-393,929-$23.4M
ROPexited-39,549-$19.7M
ORCLreduced-92,337-$18M
VLTOreduced-180,143-$18M
EFXexited-68,617-$17.6M

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, Q4 2025

Share positions as resolved from 13F-HR 0001214659-26-001835, largest first. % of portfolio is the value over $1,089,438,961, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,645 shares; 2024Q4: 218,418 shares; 2025Q1: 207,187 shares; 2025Q2: 199,341 shares; 2025Q3: 168,144 shares; 2025Q4: 161,075 shares 161,075$77.9M7.15%-7,069Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,643 shares; 2024Q4: 368,415 shares; 2025Q1: 264,122 shares; 2025Q2: 239,054 shares; 2025Q3: 270,359 shares; 2025Q4: 253,571 shares 253,571$68.9M6.33%-16,788Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,454 shares; 2024Q4: 351,174 shares; 2025Q1: 298,862 shares; 2025Q2: 282,743 shares; 2025Q3: 247,963 shares; 2025Q4: 271,617 shares 271,617$62.7M5.75%+23,654Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186,059 shares; 2025Q2: 231,595 shares; 2025Q3: 291,580 shares; 2025Q4: 315,722 shares 315,722$58.9M5.4%+24,142Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,645 shares; 2024Q4: 274,339 shares; 2025Q1: 265,754 shares; 2025Q2: 164,577 shares; 2025Q3: 194,560 shares; 2025Q4: 170,978 shares 170,978$53.7M4.92%-23,582Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,366 shares; 2024Q4: 59,019 shares; 2025Q1: 50,392 shares; 2025Q2: 45,722 shares; 2025Q3: 42,049 shares; 2025Q4: 39,791 shares 39,791$52.9M4.86%-2,258Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,205 shares; 2024Q4: 126,568 shares; 2025Q1: 110,069 shares; 2025Q2: 120,786 shares; 2025Q3: 100,666 shares; 2025Q4: 113,533 shares 113,533$48.4M4.44%+12,867Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,141 shares; 2024Q4: 196,882 shares; 2025Q1: 162,350 shares; 2025Q2: 113,432 shares; 2025Q3: 108,414 shares; 2025Q4: 132,501 shares 132,501$46.5M4.27%+24,087Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,387 shares; 2024Q4: 105,415 shares; 2025Q1: 92,522 shares; 2025Q2: 93,431 shares; 2025Q3: 91,633 shares; 2025Q4: 87,562 shares 87,562$44.7M4.11%-4,071Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138,116 shares 138,116$42M3.85%newTimeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,294 shares; 2024Q4: 580,443 shares; 2025Q1: 399,632 shares; 2025Q2: 423,195 shares; 2025Q3: 406,710 shares; 2025Q4: 296,724 shares 296,724$40.1M3.68%-109,986Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,145 shares; 2024Q4: 78,712 shares; 2025Q1: 72,806 shares; 2025Q2: 72,275 shares; 2025Q3: 63,501 shares; 2025Q4: 59,298 shares 59,298$39.3M3.61%-4,203Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,635 shares; 2024Q4: 99,472 shares; 2025Q1: 67,908 shares; 2025Q2: 67,285 shares; 2025Q3: 56,946 shares; 2025Q4: 56,146 shares 56,146$37.1M3.4%-800Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,554 shares; 2024Q4: 193,927 shares; 2025Q1: 192,256 shares; 2025Q2: 183,732 shares; 2025Q3: 179,827 shares; 2025Q4: 175,324 shares 175,324$36M3.3%-4,503Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,679 shares; 2024Q4: 81,834 shares; 2025Q1: 90,187 shares; 2025Q2: 84,862 shares; 2025Q3: 82,957 shares; 2025Q4: 101,173 shares 101,173$35.6M3.26%+18,216Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,588 shares; 2024Q4: 222,035 shares; 2025Q1: 184,786 shares; 2025Q2: 189,441 shares; 2025Q3: 180,093 shares; 2025Q4: 169,614 shares 169,614$35.1M3.22%-10,479Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,977 shares; 2024Q4: 183,838 shares; 2025Q1: 156,354 shares; 2025Q2: 153,383 shares; 2025Q3: 123,106 shares; 2025Q4: 119,464 shares 119,464$32.4M2.97%-3,642Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,014 shares; 2024Q4: 90,797 shares; 2025Q1: 76,295 shares; 2025Q2: 76,997 shares; 2025Q3: 64,647 shares; 2025Q4: 59,902 shares 59,902$30.1M2.76%-4,745Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,865 shares; 2024Q4: 263,005 shares; 2025Q1: 216,554 shares; 2025Q2: 166,769 shares; 2025Q3: 87,245 shares; 2025Q4: 83,343 shares 83,343$28.8M2.65%-3,902Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,833 shares; 2024Q4: 145,322 shares; 2025Q1: 142,189 shares; 2025Q2: 142,008 shares; 2025Q3: 113,597 shares; 2025Q4: 107,065 shares 107,065$24.5M2.25%-6,532Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,055 shares; 2024Q4: 319,992 shares; 2025Q1: 269,391 shares; 2025Q2: 262,586 shares; 2025Q3: 214,430 shares; 2025Q4: 122,093 shares 122,093$23.8M2.18%-92,337Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,507 shares; 2024Q4: 35,037 shares; 2025Q1: 30,134 shares; 2025Q2: 25,158 shares; 2025Q3: 24,010 shares; 2025Q4: 16,641 shares 16,641$23.2M2.13%-7,369Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,394 shares; 2025Q3: 83,823 shares; 2025Q4: 74,572 shares 74,572$23M2.11%-9,251Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 336,467 shares 336,467$22.1M2.03%newTimeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,074 shares; 2024Q4: 207,009 shares; 2025Q1: 179,355 shares; 2025Q2: 147,365 shares; 2025Q3: 141,152 shares; 2025Q4: 90,830 shares 90,830$22.1M2.03%-50,322Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,372 shares; 2024Q4: 192,479 shares; 2025Q1: 162,809 shares; 2025Q2: 150,586 shares; 2025Q3: 123,685 shares; 2025Q4: 74,929 shares 74,929$19.8M1.82%-48,756Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,445 shares; 2024Q4: 141,512 shares; 2025Q1: 119,822 shares; 2025Q2: 119,827 shares; 2025Q3: 98,586 shares; 2025Q4: 87,773 shares 87,773$15.4M1.41%-10,813Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,733 shares; 2024Q4: 132,773 shares; 2025Q1: 110,429 shares; 2025Q2: 47,482 shares; 2025Q3: 47,401 shares; 2025Q4: 46,825 shares 46,825$15.2M1.39%-576Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,444 shares 126,444$11.9M1.09%newTimeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,752 shares; 2024Q4: 248,635 shares; 2025Q1: 274,392 shares; 2025Q2: 287,620 shares; 2025Q3: 280,577 shares; 2025Q4: 100,434 shares 100,434$10M0.92%-180,143Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 3,865 shares; 2025Q1: 3,853 shares; 2025Q2: 4,008 shares; 2025Q3: not reported; 2025Q4: 3,647 shares 3,647$3.9M0.36%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,110 shares 5,110$3.34M0.31%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,224 shares; 2025Q1: 1,130 shares; 2025Q2: 756 shares; 2025Q3: 822 shares; 2025Q4: 762 shares 762$239K0.02%-60Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 579 shares 579$36.9K<0.01%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
UNILEVER PLCUNILEVER PLC393,929$23.4Mshares
ROPROPER TECHNOLOGIES INC39,549$19.7Mshares
EFXEQUIFAX INC68,617$17.6Mshares

How Q4 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 0001214659-26-001835 base2026-02-17acceptance time not in the bulk data set