test

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
CLPBYColoplast As- Unspon Adr
Recent Activity
Decreased -7.18%
0.28%
$4.282M
327,190 shares@ $13.09 avg price
SAFRYSafran Sa-unspon Adr
Recent Activity
Decreased -6.52%
0.27%
$4.125M
70,056 shares@ $58.89 avg price
PRNDYPernod Ricard Sa - Spon Adr
Recent Activity
Decreased -6.85%
0.24%
$3.711M
122,326 shares@ $30.35 avg price
NVZMYNovonesis (novozymes) - Adr
Recent Activity
Decreased -87.02%
0.01%
$53,071
737 shares@ $72.01 avg price
NKENike Inc Cl B
Recent Activity
Decreased -99.89%
0.01%
$51,184
579 shares@ $88.41 avg price
EXPGYExperian Plc-spons Adr
Recent Activity
Decreased -85.56%
0.01%
$49,467
939 shares@ $52.69 avg price
FANUYFanuc Corp-unsp Adr
Recent Activity
Decreased -86.2%
0.01%
$30,856
2,112 shares@ $14.61 avg price