Kathleen von Schlegell
@Mar Vista Investment Partners Llc
Latest period2024 - Q3ReportedManaged Assets$1.569BTotal holdings59
Assets growth rate-22.84%Assets growth rate (2-Q avg)-17.07%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Mar Vista Investment Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 59 positions.
Assets under management
The assets under management (AUM) of Mar Vista Investment Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.569B in assets, with a quarterly growth rate of -22.84% and a 2-quarter average growth rate of -17.07%. The portfolio is managed by Kathleen von Schlegell, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AVGOBroadcom Inc
| 2.46% | $38.444M 222,865 shares@ $172.51 avg price | Increased 614.06% |
ULUnilever Plc-sponsored Adr
| 1.78% | $27.811M 428,127 shares@ $64.97 avg price | Increased 160.93% |
PEPPepsico Inc
| 1.67% | $26.039M 153,124 shares@ $170.05 avg price | Increased 2.33% |
SYKStryker Corp
| 1.63% | $25.533M 70,679 shares@ $361.27 avg price | Increased 160.39% |
AMEAmetek Inc
| 1.53% | $23.963M 139,554 shares@ $171.71 avg price | Increased 195.2% |
BNBrookfield Corp
| 0.25% | $3.873M 72,864 shares@ $53.16 avg price | Increased 6.88% |
ADDYYAdidas Ag-sponsored Adr
| 0.25% | $3.777M 28,468 shares@ $132.7 avg price | Increased 5.2% |
AIQUYAir Liquide-unsponsored Adr
| 0.01% | $33,162 858 shares@ $38.66 avg price | Increased 7.66% |