Mar Vista Investment Partners LLC
Mar Vista Investment Partners, LLC is a privately-owned investment adviser founded in 2007 and headquartered in Los Angeles, CA. The firm manages multiple equity strategies for a variety of clients through separately managed accounts and as an adviser to open-end funds. As of 2024, it has approximately 17 employees and serves individuals, institutions, and investment companies. Mar Vista is majority-owned by its management, with a minority stake held by F/m Managers Group, LLC. The firm is SEC-registered and focuses on high-quality growth equity investments.
Investment Strategy
Mar Vista Investment Partners employs a long-term, patient approach focused on investing in high-quality growth businesses trading below their intrinsic value. They target companies with wide economic moats, high returns on capital, and strong reinvestment opportunities. The firm emphasizes preservation of capital as much as growth, seeking businesses with proven management teams and the ability to compound economic value. Investment decisions are made collaboratively, leveraging a consistent investment framework to ensure thorough analysis and disciplined valuation, with investments made only when there is a significant discount to estimated fair value.
Latest 13F Filing Activity
Mar Vista Investment Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 51 equity positions with a total 13F market value of $1B. The fund increased holdings in General Electric, Microsoft Corp., Oracle Corp. among other positions. Mar Vista Investment Partners LLC reduced exposure to Visa Inc-class A Shares, Heico Corp., Alphabet Inc-cl C among others.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.59% | $99.2M | 199,341 | $174.83 | $497.41 | +$21.4M |
T TDG | TRANSDIGM GROUP INC | 5.32% | $69.5M | 45,722 | $476.53 | $1520.64 | -$180.0K |
A AMZN | AMAZON.COM INC | 4.75% | $62.0M | 282,743 | $74.19 | $219.39 | +$5.2M |
O ORCL | ORACLE CORP | 4.40% | $57.4M | 262,586 | $104.80 | $218.63 | +$19.7M |
I INTU | INTUIT INC | 4.36% | $56.9M | 72,275 | $243.58 | $787.63 | +$12.2M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
B Brian Massey | President, Co-Founder, Portfolio Manager | Los Angeles, CA , United States | |
J Jeff Prestine | Partner and Portfolio Manager | CA , United States | |
J Joshua Honeycutt | Partner | Los Angeles, CA , United States |