MAR VISTA INVESTMENT PARTNERS LLC

Long Only Manager

MAR VISTA INVESTMENT PARTNERS LLC is a Long Only Manager based in Richmond, IN led by Silas Algia Myers, reporting $1.5B in AUM as of Q3 2025 with 39% Technology concentration.

CEOSilas Algia Myers

Portfolio Value: $1.2B
Positions: 32
Top Holding: MSFT at 7.57%
Last Reported: Q3 2025

AddressOne Woodside Drive, Richmond, IN, 47374, United States

Top Holdings

Largest long holdings in MAR VISTA INVESTMENT PARTNERS LLC's portfolio (49.5% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$87.1M	7.57%	-$16.2M Sold	0.00% 168.1K shares	Q1 2020 Held for 5y 8m
2 Apple AAPL	Consumer Electronics Technology	$68.8M	5.98%	+$8.0M Bought	0.00% 270.4K shares	Q1 2013 Held for 12y 8m
3 Oracle ORCL	Software - Infrastructure Technology	$60.3M	5.24%	-$13.5M Sold	0.01% 214.4K shares	Q1 2023 Held for 2y 8m
4 TransDigm Group TDG	Aerospace & Defense Industrials	$55.4M	4.82%	-$4.8M Sold	0.07% 42.0K shares	Q1 2013 Held for 12y 8m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$54.4M	4.73%	-$7.6M Sold	0.00% 248.0K shares	Q3 2015 Held for 10y 2m
6 Nvidia NVDA	Semiconductors Technology	$54.4M	4.73%	+$11.2M Bought	0.00% 291.6K shares	Q1 2025 Held for 8 months
7 Amphenol APH	Hardware, Equipment & Parts Technology	$50.3M	4.37%	-$2.0M Sold	0.03% 406.7K shares	Q2 2020 Held for 5y 5m
8 Linde LIN	Chemicals - Specialty Basic Materials	$47.8M	4.16%	-$9.6M Sold	0.02% 100.7K shares	Q4 2018 Held for 6y 11m
9 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$47.4M	4.12%	+$7.3M Bought	0.00% 194.6K shares	Q1 2014 Held for 11y 8m
10 Moody's MCO	Financial - Data & Stock Exchanges Financial Services	$43.7M	3.79%	-$856.7K Sold	0.05% 91.6K shares	Q4 2016 Held for 8y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MAR VISTA INVESTMENT PARTNERS LLC's latest filing

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Market Value

$1.2B

Prior: $1.3B

Q/Q Change

-10.48%

-$134.6M

Net Flows % of MV

-15.75%

Turnover Ratio

10.18%

New Purchases

0 stocks

Added To

4 stocks

+$26.5M

Sold Out Of

9 stocks

$41.5M

Reduced Holdings

27 stocks

-$166.2M

Increased Positions

Position	Shares Δ	Change
1 Nvidia NVDA	+25.9%	231.6K → 291.6K +$11.2M
2 Alphabet Inc. GOOG	+18.22%	164.6K → 194.6K +$7.3M
3 Apple AAPL	+13.1%	239.1K → 270.4K +$8.0M
4 Alphabet Inc. GOOGL	+8.73%	756.0 → 822.0 +$16.0K

Decreased Positions

Position	Shares Δ	Change
1 Adobe ADBE	Sold	62.4K → 0 −$24.2M
2 Brookfield BN	Sold	128.5K → 0 −$7.9M
3 Canadian Pacific Kansas City CP	Sold	77.3K → 0 −$6.1M
4 ASML ASML ASML	Sold	4.0K → 0 −$3.2M
5 NVS Novartis NVS	Sold	207.0 → 0 −$25.0K