Mar Vista Investment Partners Llc Buys Amphenol Corp, SAP SE, Nestle SA, Sells Ecolab Inc, TransDigm Group Inc, U.S. Bancorp

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Los Angeles, CA, based Investment company Mar Vista Investment Partners Llc (Current Portfolio) buys Amphenol Corp, SAP SE, Nestle SA, adidas AG, Alibaba Group Holding, sells Ecolab Inc, TransDigm Group Inc, U.S. Bancorp, Thermo Fisher Scientific Inc, Nestle SA during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Mar Vista Investment Partners Llc. As of 2020Q2, Mar Vista Investment Partners Llc owns 61 stocks with a total value of $3.7 billion. These are the details of the buys and sells.

For the details of MAR VISTA INVESTMENT PARTNERS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mar+vista+investment+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of MAR VISTA INVESTMENT PARTNERS LLC
  1. Apple Inc (AAPL) - 593,042 shares, 5.91% of the total portfolio. Shares reduced by 5.32%
  2. Amazon.com Inc (AMZN) - 69,782 shares, 5.26% of the total portfolio. Shares reduced by 3.04%
  3. Adobe Inc (ADBE) - 437,795 shares, 5.20% of the total portfolio. Shares reduced by 5.78%
  4. Berkshire Hathaway Inc (BRK.B) - 1,009,734 shares, 4.92% of the total portfolio. Shares reduced by 5.59%
  5. SAP SE (SAP) - 1,186,192 shares, 4.53% of the total portfolio. Shares added by 23.21%
New Purchase: Amphenol Corp (APH)

Mar Vista Investment Partners Llc initiated holding in Amphenol Corp. The purchase prices were between $68.42 and $107, with an estimated average price of $88.94. The stock is now traded at around $109.15. The impact to a portfolio due to this purchase was 1.4%. The holding were 534,014 shares as of .

Added: SAP SE (SAP)

Mar Vista Investment Partners Llc added to a holding in SAP SE by 23.21%. The purchase prices were between $104.99 and $141.07, with an estimated average price of $122.92. The stock is now traded at around $161.78. The impact to a portfolio due to this purchase was 0.85%. The holding were 1,186,192 shares as of .

Added: Nestle SA (NSRGY)

Mar Vista Investment Partners Llc added to a holding in Nestle SA by 12514.99%. The purchase prices were between $102.16 and $113.39, with an estimated average price of $107.71. The stock is now traded at around $120.74. The impact to a portfolio due to this purchase was 0.19%. The holding were 63,958 shares as of .

Added: adidas AG (ADDYY)

Mar Vista Investment Partners Llc added to a holding in adidas AG by 4734.58%. The purchase prices were between $101.85 and $149.18, with an estimated average price of $122.29. The stock is now traded at around $160.40. The impact to a portfolio due to this purchase was 0.12%. The holding were 33,697 shares as of .

Added: Alibaba Group Holding Ltd (BABA)

Mar Vista Investment Partners Llc added to a holding in Alibaba Group Holding Ltd by 4977.78%. The purchase prices were between $187.11 and $228.75, with an estimated average price of $207.72. The stock is now traded at around $259.20. The impact to a portfolio due to this purchase was 0.11%. The holding were 18,280 shares as of .

Added: Canadian Pacific Railway Ltd (CP)

Mar Vista Investment Partners Llc added to a holding in Canadian Pacific Railway Ltd by 4743.15%. The purchase prices were between $209.4 and $265.76, with an estimated average price of $236.78. The stock is now traded at around $300.70. The impact to a portfolio due to this purchase was 0.11%. The holding were 16,273 shares as of .

Added: Tencent Holdings Ltd (TCEHY)

Mar Vista Investment Partners Llc added to a holding in Tencent Holdings Ltd by 4773.17%. The purchase prices were between $47.06 and $64, with an estimated average price of $54.61. The stock is now traded at around $66.07. The impact to a portfolio due to this purchase was 0.07%. The holding were 41,227 shares as of .

Sold Out: Thermo Fisher Scientific Inc (TMO)

Mar Vista Investment Partners Llc sold out a holding in Thermo Fisher Scientific Inc. The sale prices were between $275.2 and $362.34, with an estimated average price of $334.21.

Sold Out: Fairfax Financial Holdings Ltd (FRFHF)

Mar Vista Investment Partners Llc sold out a holding in Fairfax Financial Holdings Ltd. The sale prices were between $230.65 and $336.97, with an estimated average price of $283.93.

Sold Out: Coloplast A/S (CLPBY)

Mar Vista Investment Partners Llc sold out a holding in Coloplast A/S. The sale prices were between $14.31 and $16.85, with an estimated average price of $15.55.



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