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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
JNJJohnson & Johnson
Recent Activity
Decreased -31.92%
2.42%
$37.855M
233,588 shares@ $162.06 avg price
HEIHeico Corp
Recent Activity
Decreased -27.79%
2.4%
$37.583M
143,733 shares@ $261.49 avg price
INTUIntuit Inc
Recent Activity
Decreased -24.32%
2.39%
$37.35M
60,145 shares@ $621.0 avg price
ROPRoper Technologies Inc
Recent Activity
Decreased -26.07%
2.26%
$35.373M
63,571 shares@ $556.44 avg price
GXOGxo Logistics Inc
Recent Activity
Decreased -32.35%
2.16%
$33.875M
650,569 shares@ $52.08 avg price
EFXEquifax Inc
Recent Activity
Decreased -25.63%
2.08%
$32.496M
110,584 shares@ $293.86 avg price
APHAmphenol Corp-cl A
Recent Activity
Decreased -51.4%
1.97%
$30.84M
473,294 shares@ $65.16 avg price
ULUnilever Plc-sponsored Adr
Recent Activity
Increased 160.93%
1.78%
$27.811M
428,127 shares@ $64.97 avg price
PEPPepsico Inc
Recent Activity
Increased 2.33%
1.67%
$26.039M
153,124 shares@ $170.05 avg price
SYKStryker Corp
Recent Activity
Increased 160.39%
1.63%
$25.533M
70,679 shares@ $361.27 avg price