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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SAPSap Se-sponsored Adr
Recent Activity
Decreased -42.81%
3.2%
$50.19M
219,074 shares@ $229.1 avg price
MCOMoodys Corp
Recent Activity
Decreased -22.53%
3.16%
$49.541M
104,387 shares@ $474.59 avg price
BRK.BBerkshire Hathaway Inc-cl B
Recent Activity
Decreased -26.13%
2.85%
$44.652M
97,014 shares@ $460.27 avg price
GOOGAlphabet Inc-cl C
Recent Activity
Decreased -25.06%
2.8%
$43.912M
262,645 shares@ $167.2 avg price
ADBEAdobe Inc
Recent Activity
Decreased -24.97%
2.77%
$43.431M
83,880 shares@ $517.78 avg price
DHRDanaher Corp
Recent Activity
Decreased -30.3%
2.66%
$41.657M
149,833 shares@ $278.03 avg price
METAMeta Platforms Inc-class A
Recent Activity
Decreased -27.09%
2.62%
$41.007M
71,635 shares@ $572.44 avg price
DISWalt Disney Co The
Recent Activity
Decreased -26.74%
2.53%
$39.547M
411,130 shares@ $96.2 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -20.5%
2.5%
$39.124M
169,977 shares@ $230.17 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -31.92%
2.42%
$37.855M
233,588 shares@ $162.06 avg price