Mar Vista Investment Partners LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.93 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $140M, Apple Inc. with a value of $112M, Trans Digm Group Inc with a value of $104M, Amazon Com Inc with a value of $95.7M, and Oracle Corp with a value of $82.6M.

Examining the 13F form we can see an decrease of $255M in the current position value, from $2.19B to 1.93B.

Mar Vista Investment Partners LLC is based out at Los Angeles, CA

Below you can find more details about Mar Vista Investment Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.93 Billion
Technology: $846 Million
Industrials: $294 Million
Healthcare: $184 Million
Financial Services: $178 Million
Communication Services: $170 Million
Consumer Cyclical: $140 Million
Real Estate: $78.9 Million
Consumer Defensive: $43.5 Million
Other: $373,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $1.93 Billion
  • Prior Value $2.19 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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