MAR VISTA INVESTMENT PARTNERS LLC

Q3 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
32
Total value ($000)
$1,150,629
Net value change ($000)
-155,250 (-11.9%)
New positions
0
Sold out positions
25
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 19,795 40.4%
GOOGL 18,191 62.3%
NVDA 17,813 48.7%
APH 8,539 20.4%
JNJ 4,456 15.4%
ORCL 2,897 5.0%
VLTO 877 3.0%
AME 559 1.7%
GOOGL 67 50.4%
Top Reduces (Value $000, Stocks/ETFs)
ADBE -24,159 -100.0%
AVGO -17,187 -37.4%
EFX -15,412 -46.7%
TDG -14,106 -20.3%
INTU -13,561 -23.8%
MSFT -12,064 -12.2%
CRM -11,750 -28.6%
LIN -8,854 -15.6%
Unilever PLC -8,066 -25.7%
BN -7,945 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type