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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
MSFTMicrosoft Corp
Recent Activity
Decreased -24.57%
6.5%
$101.828M
236,645 shares@ $430.31 avg price
AAPLApple Inc
Recent Activity
Decreased -25.27%
5.91%
$92.651M
397,643 shares@ $233.0 avg price
TDGTransdigm Group Inc
Recent Activity
Decreased -24.58%
5.59%
$87.577M
61,366 shares@ $1427.14 avg price
AMTAmerican Tower Corp
Recent Activity
Decreased -24.68%
4.53%
$71.034M
305,445 shares@ $232.56 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -25.42%
4.39%
$68.84M
369,454 shares@ $186.34 avg price
LINLinde Plc
Recent Activity
Decreased -12.63%
4.15%
$64.951M
136,205 shares@ $476.86 avg price
ORCLOracle Corp
Recent Activity
Decreased -43.37%
3.6%
$56.412M
331,055 shares@ $170.4 avg price
CRMSalesforce Inc
Recent Activity
Decreased -25.68%
3.55%
$55.665M
203,372 shares@ $273.71 avg price
VVisa Inc-class A Shares
Recent Activity
Decreased -22%
3.53%
$55.304M
201,141 shares@ $274.96 avg price
MTDMettler-toledo International
Recent Activity
Decreased -27.19%
3.3%
$51.75M
34,507 shares@ $1499.71 avg price