Mar Vista Investment Partners

Latest statistics and disclosures from Mar Vista Investment Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NVDA, AAPL, MSFT, AVGO, GE, and represent 28.65% of Mar Vista Investment Partners's stock portfolio.
  • Added to shares of these 8 stocks: ASML (+$22M), SARO (+$13M), NFLX (+$8.0M), GEV, MTD, SYK, QXO, GE.
  • Started 1 new stock position in SARO.
  • Reduced shares in these 10 stocks: TDG (-$31M), GOOG (-$22M), AMZN (-$21M), ADI (-$18M), AAPL (-$9.2M), INTU (-$9.1M), MSFT (-$7.3M), HEI (-$5.6M), APH (-$5.5M), AME (-$5.3M).
  • Sold out of its positions in INTU, SAP, VLTO.
  • Mar Vista Investment Partners was a net seller of stock by $-119M.
  • Mar Vista Investment Partners has $1.0B in assets under management (AUM), dropping by 0.51%.
  • Central Index Key (CIK): 0001419999

Tip: Access up to 7 years of quarterly data

Positions held by Mar Vista Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 33 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Corp Common Stocks (NVDA) 7.0 $70M -2% 350k 200.09
 View chart
Apple Common Stocks (AAPL) 6.5 $66M -12% 226k 289.36
 View chart
Microsoft Corp Common Stocks (MSFT) 5.2 $52M -12% 140k 373.02
 View chart
Broadcom Common Stocks (AVGO) 5.1 $51M -2% 136k 377.75
 View chart
Ge Aerospace Common Stocks (GE) 4.8 $49M 130k 373.73
 View chart
Amphenol Corp-cl A Common Stocks (APH) 4.5 $46M -10% 259k 176.32
 View chart
Visa Inc-class A Shares Common Stocks (V) 4.3 $43M -7% 127k 343.09
 View chart
Amazon.com Common Stocks (AMZN) 4.3 $43M -32% 181k 238.34
 View chart
Alphabet Inc-cl C Common Stocks (GOOG) 4.0 $40M -35% 112k 353.33
 View chart
Moodys Corp Common Stocks (MCO) 3.9 $39M -7% 86k 452.92
 View chart
Taiwan Semiconductor-sp Common Stocks (TSM) 3.8 $39M -10% 81k 477.57
 View chart
Johnson & Johnson Common Stocks (JNJ) 3.7 $37M -11% 146k 253.97
 View chart
Ametek Common Stocks (AME) 3.6 $36M -12% 149k 241.94
 View chart
Stryker Corp Common Stocks (SYK) 3.5 $36M +9% 113k 314.84
 View chart
Linde Common Stocks (LIN) 3.5 $36M -8% 68k 518.94
 View chart
Ge Vernova Common Stocks (GEV) 3.1 $31M +12% 26k 1174.86
 View chart
Analog Devices Common Stocks (ADI) 3.0 $30M -36% 75k 397.17
 View chart
Meta Platforms Inc-class A Common Stocks (META) 2.8 $28M -6% 49k 563.29
 View chart
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 2.7 $27M -9% 54k 500.39
 View chart
Netflix Common Stocks (NFLX) 2.6 $27M +43% 372k 71.40
 View chart
Asml Holding Nv-ny Reg Common Stocks (ASML) 2.6 $26M +474% 13k 1989.44
 View chart
Mettler-toledo International Common Stocks (MTD) 2.5 $25M +13% 19k 1277.51
 View chart
Transdigm Group Common Stocks (TDG) 2.1 $21M -60% 16k 1332.04
 View chart
Danaher Corp Common Stocks (DHR) 1.8 $18M -20% 95k 190.48
 View chart
Unilever Plc- Common Stocks (UL) 1.7 $17M -17% 285k 60.12
 View chart
Oracle Corp Common Stocks (ORCL) 1.6 $16M -6% 112k 146.55
 View chart
American Tower Corp Common Stocks (AMT) 1.3 $13M -8% 81k 163.57
 View chart
Standardaero Common Stocks (SARO) 1.3 $13M NEW 428k 29.91
 View chart
Heico Corp Common Stocks (HEI) 1.1 $11M -32% 32k 356.19
 View chart
Qxo Common Stocks (QXO) 1.0 $10M +25% 599k 17.28
 View chart
Ecolab Common Stocks (ECL) 1.0 $9.8M 35k 278.61
 View chart
Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $181k -31% 505.00 357.37
 View chart
Nike Inc Cl B Common Stocks (NKE) 0.0 $25k 610.00 41.05
 View chart

Past Filings by Mar Vista Investment Partners

SEC 13F filings are viewable for Mar Vista Investment Partners going back to 2010

View all past filings