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MVIP

Mar Vista Investment Partners Portfolio holdings

AUM $1,000M
1-Year Est. Return 19.72%
This Fund
S&P 500
This Quarter Est. Return
-2.35%
1 Year Est. Return
+19.72%
3 Year Est. Return
+68.75%
5 Year Est. Return
+84.36%
10 Year Est. Return
+360.55%
AUM
$1.22B
AUM Growth
-$244M
Cap. Flow
-$200M
Cap. Flow %
-16.47%
Top 10 Hldgs %
45.28%
Holding
57
New
1
Increased
2
Reduced
50
Closed
1

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$23.6M
2
SYK icon
Stryker
SYK
+$3.18M
3
VLTO icon
Veralto
VLTO
+$2.57M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$24.2M
2
PEP icon
PepsiCo
PEP
+$22.5M
3
META icon
Meta Platforms (Facebook)
META
+$20.4M
4
APH icon
Amphenol
APH
+$12.3M
5
V icon
Visa
V
+$11.7M

Sector Composition

Rank Sector Weight
1 Technology 39.38%
2 Industrials 16.12%
3 Financials 12.09%
4 Healthcare 10.6%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.71T
$77.8M 6.39%
207,187
-11,231
-5% -$4.58M
TDG icon
2
TransDigm Group
TDG
$67.7B
$69.7M 5.73%
50,392
-8,627
-15% -$11.5M
AAPL icon
3
Apple
AAPL
$4.57T
$58.7M 4.82%
264,122
-104,293
-28% -$24.2M
V icon
4
Visa
V
$677B
$56.9M 4.68%
162,350
-34,532
-18% -$11.7M
AMZN icon
5
Amazon
AMZN
$2.96T
$56.9M 4.67%
298,862
-52,312
-15% -$11.4M
LIN icon
6
Linde
LIN
$226B
$51.3M 4.21%
110,069
-16,499
-13% -$7.43M
SAP icon
7
SAP
SAP
$238B
$48.1M 3.96%
179,355
-27,654
-13% -$7.53M
INTU icon
8
Intuit
INTU
$89B
$44.7M 3.67%
72,806
-5,906
-8% -$3.55M
CRM icon
9
Salesforce
CRM
$158B
$43.7M 3.59%
162,809
-29,670
-15% -$9.23M
MCO icon
10
Moody's
MCO
$82.7B
$43.1M 3.54%
92,522
-12,893
-12% -$6.21M
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.32T
$41.5M 3.41%
265,754
-8,585
-3% -$1.57M
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.13T
$40.6M 3.34%
76,295
-14,502
-16% -$7.05M
META icon
13
Meta Platforms (Facebook)
META
$1.51T
$39.1M 3.22%
67,908
-31,564
-32% -$20.4M
ORCL icon
14
Oracle
ORCL
$423B
$37.7M 3.1%
269,391
-50,601
-16% -$8.24M
AVGO icon
15
Broadcom
AVGO
$2.04T
$36.3M 2.98%
216,554
-46,451
-18% -$9.83M
MTD icon
16
Mettler-Toledo International
MTD
$28.6B
$35.6M 2.93%
30,134
-4,903
-14% -$6.26M
SYK icon
17
Stryker
SYK
$130B
$33.6M 2.76%
90,187
+8,353
+10% +$3.18M
AME icon
18
Ametek
AME
$58.2B
$33.1M 2.72%
192,256
-1,671
-0.9% -$304K
EFX icon
19
Equifax
EFX
$21.4B
$31.9M 2.62%
130,881
-23,024
-15% -$5.79M
ADI icon
20
Analog Devices
ADI
$190B
$31.5M 2.59%
156,354
-27,484
-15% -$5.94M
UL icon
21
Unilever
UL
$136B
$31M 2.55%
463,181
-35,729
-7% -$2.3M
JNJ icon
22
Johnson & Johnson
JNJ
$625B
$30.6M 2.52%
184,786
-37,249
-17% -$5.83M
HEI icon
23
HEICO Corp
HEI
$51.4B
$29.5M 2.43%
110,429
-22,344
-17% -$5.44M
DHR icon
24
Danaher
DHR
$144B
$29.1M 2.4%
142,189
-3,133
-2% -$684K
ADBE icon
25
Adobe
ADBE
$105B
$27.5M 2.26%
71,619
-17,117
-19% -$7.34M
1
2

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Mar Vista Investment Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Mar Vista Investment Partners held 57 positions worth $1.22B, down 17% from $1.46B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Mar Vista Investment Partners withdrew a net $200M in Q1 2025, closing 1 position and reducing 50 holdings. Its most notable exit was PepsiCo, an estimated $22.5M position sold in full.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 42% a quarter earlier, followed by Industrials and Financials.

Against the trend, Mar Vista Investment Partners opened a new position in NVIDIA worth $20.2M.

  • Mar Vista Investment Partners's largest Q1 2025 buy was NVIDIA: 186,059 shares worth $20.2M.
  • Mar Vista Investment Partners added most to Stryker in Q1 2025, an estimated $3.18M increase.
  • Mar Vista Investment Partners's biggest Q1 2025 reduction was Apple, cutting an estimated $24.2M.
  • Mar Vista Investment Partners fully exited PepsiCo in Q1 2025, selling an estimated $22.5M.
  • Mar Vista Investment Partners's ten largest holdings make up 45% of its $1.22B portfolio in Q1 2025.
  • Mar Vista Investment Partners opened 1 new position and closed 1 in Q1 2025.
  • Mar Vista Investment Partners's portfolio value fell 17% quarter-over-quarter to $1.22B.

Based on Mar Vista Investment Partners's 13F filing for Q1 2025, filed 30 Apr 2025.