MAR VISTA INVESTMENT PARTNERS LLC Diversified Active

CIK: 0001419999 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $1,150,629 (100.0% shares, 0.0% debt)

Holdings (32)

MSFT MICROSOFT CORP 7.6%

Value ($000) $87,090 Shares 168,144 Est. Cost $176.33 Unrealized +188.5%

AAPL APPLE INC 6.0%

Value ($000) $68,842 Shares 270,359 Est. Cost $129.73 Unrealized +73.9%

ORCL ORACLE CORP 5.2%

Value ($000) $60,306 Shares 214,430 Est. Cost $94.13 Unrealized +170.0%

TDG TRANSDIGM GROUP INC 4.8%

Value ($000) $55,421 Shares 42,049 Est. Cost $370.87 Unrealized +268.0%

AMZN AMAZON.COM INC 4.7%

Value ($000) $54,445 Shares 247,963 Est. Cost $117.64 Unrealized +92.4%

NVDA NVIDIA CORP 4.7%

Value ($000) $54,403 Shares 291,580 Est. Cost $136.36 Unrealized +27.8%

APH AMPHENOL CORP-CL A 4.4%

Value ($000) $50,330 Shares 406,710 Est. Cost $48.50 Unrealized +125.6%

LIN LINDE PLC 4.2%

Value ($000) $47,816 Shares 100,666 Est. Cost $338.32 Unrealized +39.1%

GOOG ALPHABET INC-CL C 4.1%

Value ($000) $47,385 Shares 194,560 Est. Cost $126.97 Unrealized +65.3%

MCO MOODYS CORP 3.8%

Value ($000) $43,661 Shares 91,633 Est. Cost $185.90 Unrealized +170.4%

INTU INTUIT INC 3.8%

Value ($000) $43,365 Shares 63,501 Est. Cost $237.56 Unrealized +202.8%

META META PLATFORMS INC-CLASS A 3.6%

Value ($000) $41,820 Shares 56,946 Est. Cost $511.70 Unrealized +45.2%

SAP SAP SE-SPONSORED ADR 3.3%

Value ($000) $37,717 Shares 141,152 Est. Cost $114.47 Unrealized —

V VISA INC-CLASS A SHARES 3.2%

Value ($000) $37,010 Shares 108,414 Est. Cost $108.46 Unrealized +218.2%

AME AMETEK INC 2.9%

Value ($000) $33,807 Shares 179,827 Est. Cost $158.98 Unrealized +15.4%

JNJ JOHNSON & JOHNSON 2.9%

Value ($000) $33,393 Shares 180,093 Est. Cost $118.93 Unrealized +42.5%

BRK/B BERKSHIRE HATHAWAY INC-CL B 2.8%

Value ($000) $32,501 Shares 64,647 Est. Cost $153.29 Unrealized +216.0%

SYK STRYKER CORP 2.7%

Value ($000) $30,667 Shares 82,957 Est. Cost $332.74 Unrealized +15.6%

ADI ANALOG DEVICES INC 2.6%

Value ($000) $30,247 Shares 123,106 Est. Cost $175.58 Unrealized +36.1%

VLTO VERALTO CORP 2.6%

Value ($000) $29,912 Shares 280,577 Est. Cost $79.64 Unrealized +32.2%

MTD METTLER-TOLEDO INTERNATIONAL 2.6%

Value ($000) $29,475 Shares 24,010 Est. Cost $650.97 Unrealized +92.5%

CRM SALESFORCE INC 2.5%

Value ($000) $29,313 Shares 123,685 Est. Cost $183.50 Unrealized +37.0%

AVGO BROADCOM INC 2.5%

Value ($000) $28,783 Shares 87,245 Est. Cost $159.39 Unrealized +91.8%

GE GENERAL ELECTRIC 2.2%

Value ($000) $25,216 Shares 83,823 Est. Cost $218.59 Unrealized +24.8%

— UNILEVER PLC-SPONSORED ADR 2.0%

Value ($000) $23,352 Shares 393,929 Est. Cost $58.40 Unrealized —

DHR DANAHER CORP 2.0%

Value ($000) $22,522 Shares 113,597 Est. Cost $226.55 Unrealized -12.4%

ROP ROPER TECHNOLOGIES INC 1.7%

Value ($000) $19,723 Shares 39,549 Est. Cost $238.83 Unrealized +122.5%

AMT AMERICAN TOWER CORP 1.6%

Value ($000) $18,960 Shares 98,586 Est. Cost $129.99 Unrealized +57.4%

EFX EQUIFAX INC 1.5%

Value ($000) $17,602 Shares 68,617 Est. Cost $250.17 Unrealized +0.1%

HEI HEICO CORP 1.3%

Value ($000) $15,302 Shares 47,401 Est. Cost $168.75 Unrealized +88.6%

GOOGL ALPHABET INC-CL A 0.0%

Value ($000) $200 Shares 822 Est. Cost $115.24 Unrealized +81.5%

NKE NIKE INC CL B 0.0%

Value ($000) $40 Shares 579 Est. Cost $90.88 Unrealized -18.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	168,144	$87,090	7.6%	$176.33	+188.5%	COMMON STOCKS	594918104
AAPL	APPLE INC	270,359	$68,842	6.0%	$129.73	+73.9%	COMMON STOCKS	037833100
ORCL	ORACLE CORP	214,430	$60,306	5.2%	$94.13	+170.0%	COMMON STOCKS	68389X105
TDG	TRANSDIGM GROUP INC	42,049	$55,421	4.8%	$370.87	+268.0%	COMMON STOCKS	893641100
AMZN	AMAZON.COM INC	247,963	$54,445	4.7%	$117.64	+92.4%	COMMON STOCKS	023135106
NVDA	NVIDIA CORP	291,580	$54,403	4.7%	$136.36	+27.8%	COMMON STOCKS	67066G104
APH	AMPHENOL CORP-CL A	406,710	$50,330	4.4%	$48.50	+125.6%	COMMON STOCKS	032095101
LIN	LINDE PLC	100,666	$47,816	4.2%	$338.32	+39.1%	COMMON STOCKS	G54950103
GOOG	ALPHABET INC-CL C	194,560	$47,385	4.1%	$126.97	+65.3%	COMMON STOCKS	02079K107
MCO	MOODYS CORP	91,633	$43,661	3.8%	$185.90	+170.4%	COMMON STOCKS	615369105
INTU	INTUIT INC	63,501	$43,365	3.8%	$237.56	+202.8%	COMMON STOCKS	461202103
META	META PLATFORMS INC-CLASS A	56,946	$41,820	3.6%	$511.70	+45.2%	COMMON STOCKS	30303M102
SAP	SAP SE-SPONSORED ADR	141,152	$37,717	3.3%	$114.47	—	COMMON STOCKS	803054204
V	VISA INC-CLASS A SHARES	108,414	$37,010	3.2%	$108.46	+218.2%	COMMON STOCKS	92826C839
AME	AMETEK INC	179,827	$33,807	2.9%	$158.98	+15.4%	COMMON STOCKS	031100100
JNJ	JOHNSON & JOHNSON	180,093	$33,393	2.9%	$118.93	+42.5%	COMMON STOCKS	478160104
BRK/B	BERKSHIRE HATHAWAY INC-CL B	64,647	$32,501	2.8%	$153.29	+216.0%	COMMON STOCKS	084670702
SYK	STRYKER CORP	82,957	$30,667	2.7%	$332.74	+15.6%	COMMON STOCKS	863667101
ADI	ANALOG DEVICES INC	123,106	$30,247	2.6%	$175.58	+36.1%	COMMON STOCKS	032654105
VLTO	VERALTO CORP	280,577	$29,912	2.6%	$79.64	+32.2%	COMMON STOCKS	92338C103
MTD	METTLER-TOLEDO INTERNATIONAL	24,010	$29,475	2.6%	$650.97	+92.5%	COMMON STOCKS	592688105
CRM	SALESFORCE INC	123,685	$29,313	2.5%	$183.50	+37.0%	COMMON STOCKS	79466L302
AVGO	BROADCOM INC	87,245	$28,783	2.5%	$159.39	+91.8%	COMMON STOCKS	11135F101
GE	GENERAL ELECTRIC	83,823	$25,216	2.2%	$218.59	+24.8%	COMMON STOCKS	369604301
—	UNILEVER PLC-SPONSORED ADR	393,929	$23,352	2.0%	$58.40	—	COMMON STOCKS	904767704
DHR	DANAHER CORP	113,597	$22,522	2.0%	$226.55	-12.4%	COMMON STOCKS	235851102
ROP	ROPER TECHNOLOGIES INC	39,549	$19,723	1.7%	$238.83	+122.5%	COMMON STOCKS	776696106
AMT	AMERICAN TOWER CORP	98,586	$18,960	1.6%	$129.99	+57.4%	COMMON STOCKS	03027X100
EFX	EQUIFAX INC	68,617	$17,602	1.5%	$250.17	+0.1%	COMMON STOCKS	294429105
HEI	HEICO CORP	47,401	$15,302	1.3%	$168.75	+88.6%	COMMON STOCKS	422806109
GOOGL	ALPHABET INC-CL A	822	$200	0.0%	$115.24	+81.5%	COMMON STOCKS	02079K305
NKE	NIKE INC CL B	579	$40	0.0%	$90.88	-18.8%	COMMON STOCKS	654106103