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Mar Vista Investment Partners LLC

CIK 1419999 · latest 13F filed 10 August 2026 · Read the filing on EDGAR

Mar Vista Investment Partners LLC reported 33 US-listed holdings worth $1.00 billion in its 13F for the quarter ended 30 June 2026, filed 10 August 2026. Its largest: NVIDIA Corp. (7.0%), Apple Inc. (6.5%) and Microsoft Corp. (5.2%). Against the quarter before, it opened 1 position, added to 7, trimmed 24 and sold out of 3.

Reported holdings$1.00B+0.5% on Q1 2026
Positions33-2 on Q1 2026
The largest ten49.6%of its reported holdings
Latest 13FQ2 2026filed 10 August 2026
Where the money is
Added toTrimmed
NVDA7.0%AAPL6.5%MSFT5.2%AVGO5.1%GE4.8%APH4.5%V4.3%AMZN4.3%GOOG4.0%MCO3.9%TSM3.8%JNJ3.7%AME3.6%SYK3.5%19 more35.7%

The 14 largest of its 33 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.57 billion in 59 positions$1.57BQ3 24Q4 2024: $1.46 billion in 56 positions$1.46BQ4 24Q1 2025: $1.22 billion in 56 positions$1.22BQ1 25Q2 2025: $1.31 billion in 57 positions$1.31BQ2 25Q3 2025: $1.15 billion in 32 positions$1.15BQ3 25Q4 2025: $1.09 billion in 34 positions$1.09BQ4 25Q1 2026: $999.7 million in 35 positions$1,000MQ1 26Q2 2026: $1.00 billion in 33 positions$1.00BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 1Added 7Held 1Trimmed 24Sold out 3
Opened: 1Added: 7Held: 1Trimmed: 24Sold out: 3

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 1

  1. StandardAero, Inc. SARO$12.8 million

Added to 7

  1. ASML Holding N.V. ASML+10,941 shares · +475%
  2. Netflix Inc. NFLX+112,571 shares · +43%
  3. GE Vernova Inc. GEV+2,905 shares · +13%
  4. Mettler Toledo International Inc. MTD+2,321 shares · +14%
  5. Stryker Corp. SYK+9,411 shares · +9%
  6. Qxo Inc. QXO+122,921 shares · +26%
  7. General Electric Co. GE+1,973 shares · +2%

Trimmed 24

  1. TransDigm Group Inc. TDG-23,569 shares · -60%
  2. Alphabet Inc. GOOG-62,681 shares · -36%
  3. Amazon.com Inc. AMZN-88,575 shares · -33%
  4. Analog Devices Inc. ADI-44,108 shares · -37%
  5. Apple Inc. AAPL-31,708 shares · -12%
  6. Microsoft Corp. MSFT-19,579 shares · -12%
  7. Heico Corp. New HEI-15,653 shares · -33%
  8. Amphenol Corp. APH-31,419 shares · -11%

and 16 more in the table below

Sold out of 3

  1. Intuit Inc. INTU$9.1 million last quarter
  2. SAP SE SAP$524,930 last quarter
  3. Veralto Corp. VLTO$49,780 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
NVIDIA Corp. NVDA350,322$70.1 million6.98%-9,770
Apple Inc. AAPL226,342$65.5 million6.52%-31,708
Microsoft Corp. MSFT140,064$52.2 million5.20%-19,579
Broadcom Inc. AVGO135,898$51.3 million5.11%-3,879
General Electric Co. GE130,318$48.7 million4.85%+1,973
Amphenol Corp. APH259,042$45.7 million4.55%-31,419
Visa Inc. V126,493$43.4 million4.32%-10,647
Amazon.com Inc. AMZN181,364$43.2 million4.30%-88,575
Alphabet Inc. GOOG112,334$39.7 million3.95%-62,681
Moody's Corp. MCO85,542$38.7 million3.86%-6,528
Taiwan Semiconductor Manufacturing Company Limited TSM80,628$38.5 million3.83%-9,806
Johnson & Johnson JNJ146,288$37.2 million3.70%-19,712
AMETEK Inc. AME149,014$36.1 million3.59%-22,111
Stryker Corp. SYK113,049$35.6 million3.54%+9,411
Linde plc LIN68,335$35.5 million3.53%-5,998
GE Vernova Inc. GEV26,096$30.7 million3.05%+2,905
Analog Devices Inc. ADI75,348$29.9 million2.98%-44,108
Meta Platforms, Inc. META49,223$27.7 million2.76%-3,303
Berkshire Hathaway Inc. Class B BRKB54,156$27.1 million2.70%-5,903
Netflix Inc. NFLX371,863$26.6 million2.64%+112,571
ASML Holding N.V. ASML13,245$26.4 million2.62%+10,941
Mettler Toledo International Inc. MTD19,323$24.7 million2.46%+2,321
TransDigm Group Inc. TDG15,677$20.9 million2.08%-23,569
Danaher Corp. DHR95,212$18.1 million1.80%-24,977
Unilever plc UL284,749$17.1 million1.70%-60,209
Oracle Corp. ORCL111,863$16.4 million1.63%-7,642
American Tower Corp. AMT81,434$13.3 million1.33%-7,849
StandardAero, Inc. SARO427,847$12.8 million1.27%new
Heico Corp. New HEI32,073$11.4 million1.14%-15,653
Qxo Inc. QXO599,330$10.4 million1.03%+122,921
Ecolab Inc. ECL35,261$9.8 million0.98%-627
Alphabet Inc. GOOGL505$180,4720.02%-231
Nike, Inc. NKE610$25,0410.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 3 it sold out of are in the box above.