MAR VISTA INVESTMENT PARTNERS LLC Portfolio Holdings
Q3 2025•32 long positions•$1.2B portfolio value
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Holding41 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $87.1M 7.57% | -$16.2M Sold | 0.002% 168.1K shares | 199.3K → 168.1K −$16.2M | -15.65% | $3.85T Mega Cap | Q1 2020 Held for 5y 8m | |
Consumer Electronics Technology | $68.8M 5.98% | +$8.0M Bought | 0.002% 270.4K shares | 239.1K → 270.4K +$8.0M | +13.1% | $3.78T Mega Cap | Q1 2013 Held for 12y 8m | |
Software - Infrastructure Technology | $60.3M 5.24% | -$13.5M Sold | 0.008% 214.4K shares | 262.6K → 214.4K −$13.5M | -18.34% | $801.76B Mega Cap | Q1 2023 Held for 2y 8m | |
Aerospace & Defense Industrials | $55.4M 4.82% | -$4.8M Sold | 0.075% 42.0K shares | 45.7K → 42.0K −$4.8M | -8.03% | $74.3B Large Cap | Q1 2013 Held for 12y 8m | |
Specialty Retail Consumer Cyclical | $54.4M 4.73% | -$7.6M Sold | 0.002% 248.0K shares | 282.7K → 248.0K −$7.6M | -12.3% | $2.34T Mega Cap | Q3 2015 Held for 10y 2m | |
Semiconductors Technology | $54.4M 4.73% | +$11.2M Bought | 0.001% 291.6K shares | 231.6K → 291.6K +$11.2M | +25.9% | $4.54T Mega Cap | Q1 2025 Held for 8 months | |
Hardware, Equipment & Parts Technology | $50.3M 4.37% | -$2.0M Sold | 0.033% 406.7K shares | 423.2K → 406.7K −$2.0M | -3.9% | $151.09B Large Cap | Q2 2020 Held for 5y 5m | |
Chemicals - Specialty Basic Materials | $47.8M 4.16% | -$9.6M Sold | 0.021% 100.7K shares | 120.8K → 100.7K −$9.6M | -16.66% | $222.73B Mega Cap | Q4 2018 Held for 6y 11m | |
Internet Content & Information Communication Services | $47.4M 4.12% | +$7.3M Bought | 0.002% 194.6K shares | 164.6K → 194.6K +$7.3M | +18.22% | $2.95T Mega Cap | Q1 2014 Held for 11y 8m | |
Financial - Data & Stock Exchanges Financial Services | $43.7M 3.79% | -$856.7K Sold | 0.051% 91.6K shares | 93.4K → 91.6K −$856.7K | -1.92% | $85.5B Large Cap | Q4 2016 Held for 8y 11m | |
Software - Application Technology | $43.4M 3.77% | -$6.0M Sold | 0.023% 63.5K shares | 72.3K → 63.5K −$6.0M | -12.14% | $190.40B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $41.8M 3.63% | -$7.6M Sold | 0.002% 56.9K shares | 67.3K → 56.9K −$7.6M | -15.37% | $1.84T Mega Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $37.7M 3.28% | -$1.7M Sold | — 141.2K shares | 147.4K → 141.2K −$1.7M | -4.22% | — — | Q3 2023 Held for 2y 2m | |
Financial - Credit Services Financial Services | $37.0M 3.22% | -$1.7M Sold | 0.006% 108.4K shares | 113.4K → 108.4K −$1.7M | -4.42% | $662.60B Mega Cap | Q1 2013 Held for 12y 8m | |
Industrial - Machinery Industrials | $33.8M 2.94% | -$734.1K Sold | 0.078% 179.8K shares | 183.7K → 179.8K −$734.1K | -2.13% | $43.4B Large Cap | Q1 2021 Held for 4y 8m | |
Drug Manufacturers - General Healthcare | $33.4M 2.9% | -$1.7M Sold | 0.007% 180.1K shares | 189.4K → 180.1K −$1.7M | -4.93% | $446.55B Mega Cap | Q1 2013 Held for 12y 8m | |
Insurance - Diversified Financial Services | $32.5M 2.82% | -$6.2M Sold | 0.003% 64.6K shares | 77.0K → 64.6K −$6.2M | -16.04% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Medical - Devices Healthcare | $30.7M 2.67% | -$704.2K Sold | 0.022% 83.0K shares | 84.9K → 83.0K −$704.2K | -2.24% | $141.33B Large Cap | Q3 2023 Held for 2y 2m | |
Semiconductors Technology | $30.2M 2.63% | -$7.4M Sold | 0.025% 123.1K shares | 153.4K → 123.1K −$7.4M | -19.74% | $120.87B Large Cap | Q4 2023 Held for 1y 11m | |
Industrial - Pollution & Treatment Controls Industrials | $29.9M 2.6% | -$750.9K Sold | 0.113% 280.6K shares | 287.6K → 280.6K −$750.9K | -2.45% | $26.5B Large Cap | Q4 2023 Held for 1y 11m | |
Medical - Diagnostics & Research Healthcare | $29.5M 2.56% | -$1.4M Sold | 0.117% 24.0K shares | 25.2K → 24.0K −$1.4M | -4.56% | $25.3B Large Cap | Q1 2014 Held for 11y 8m | |
Software - Application Technology | $29.3M 2.55% | -$6.4M Sold | 0.013% 123.7K shares | 150.6K → 123.7K −$6.4M | -17.86% | $225.62B Mega Cap | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $28.8M 2.5% | -$26.2M Sold | 0.002% 87.2K shares | 166.8K → 87.2K −$26.2M | -47.69% | $1.56T Mega Cap | Q2 2024 Held for 1y 5m | |
Aerospace & Defense Industrials | $25.2M 2.19% | -$10.1M Sold | 0.008% 83.8K shares | 117.4K → 83.8K −$10.1M | -28.6% | $319.00B Mega Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $23.4M 2.03% | -$7.1M Sold | — 393.9K shares | 513.6K → 393.9K −$7.1M | -23.3% | — — | Q3 2023 Held for 2y 2m | |
Medical - Diagnostics & Research Healthcare | $22.5M 1.96% | -$5.6M Sold | 0.016% 113.6K shares | 142.0K → 113.6K −$5.6M | -20.01% | $141.96B Large Cap | Q3 2023 Held for 2y 2m | |
Industrial - Machinery Industrials | $19.7M 1.71% | -$1.0M Sold | 0.037% 39.5K shares | 41.6K → 39.5K −$1.0M | -4.88% | $53.7B Large Cap | Q1 2017 Held for 8y 8m | |
REIT - Specialty Real Estate | $19.0M 1.65% | -$4.1M Sold | 0.021% 98.6K shares | 119.8K → 98.6K −$4.1M | -17.73% | $90.1B Large Cap | Q1 2013 Held for 12y 8m | |
Consulting Services Industrials | $17.6M 1.53% | -$15.1M Sold | 0.056% 68.6K shares | 127.3K → 68.6K −$15.1M | -46.09% | $31.6B Large Cap | Q1 2024 Held for 1y 8m | |
Aerospace & Defense Industrials | $15.3M 1.33% | -$26.1K Sold | 0.034% 47.4K shares | 47.5K → 47.4K −$26.1K | -0.17% | $44.9B Large Cap | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $199.8K 0.017% | +$16.0K Bought | 0.0% 822.0 shares | 756.0 → 822.0 +$16.0K | +8.73% | $2.95T Mega Cap | Q1 2016 Held for 9y 8m | |
Apparel - Footwear & Accessories Consumer Cyclical | $40.4K 0.004% | — | 0.0% 579.0 shares | — | — | $102.98B Large Cap | Q1 2020 Held for 5y 8m | |
Unknown Unknown | - — | -$13.8K Sold | — - shares | 381.0 → 0 −$13.8K | Sold | — — | Q2 2024 Held for 1y 5m | |
Railroads Industrials | - — | -$6.1M Sold | — - shares | 77.3K → 0 −$6.1M | Sold | $73.7B Large Cap | Q4 2014 Held for 10y 11m | |
Asset Management Financial Services | - — | -$3.4K Sold | — - shares | 61.0 → 0 −$3.4K | Sold | $89.8B Large Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | - — | -$25.0K Sold | — - shares | 207.0 → 0 −$25.0K | Sold | — — | Q3 2023 Held for 2y 2m | |
Software - Infrastructure Technology | - — | -$24.2M Sold | — - shares | 62.4K → 0 −$24.2M | Sold | $162.19B Large Cap | Q2 2014 Held for 11y 5m | |
Asset Management Financial Services | - — | -$7.9M Sold | — - shares | 128.5K → 0 −$7.9M | Sold | $94.1B Large Cap | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | - — | -$13.7K Sold | — - shares | 46.0 → 0 −$13.7K | Sold | $187.30B Large Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | - — | -$3.2M Sold | — - shares | 4.0K → 0 −$3.2M | Sold | — — | Q3 2023 Held for 2y 2m | |
Unknown Unknown | - — | -$19.2K Sold | — - shares | 451.0 → 0 −$19.2K | Sold | — — | Q3 2023 Held for 2y 2m |
