Mar Vista Investment Partners

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

  • Top 5 stock holdings are AAPL, NVDA, MSFT, AMZN, GOOG, and represent 29.39% of Mar Vista Investment Partners's stock portfolio.
  • Added to shares of these 10 stocks: AVGO (+$18M), GEV (+$16M), GE (+$15M), NFLX (+$13M), ECL (+$9.5M), QXO (+$9.3M), NVDA (+$7.7M), DHR, MCO, V.
  • Started 2 new stock positions in ECL, QXO.
  • Reduced shares in these 10 stocks: , LIN (-$19M), INTU (-$17M), TSM (-$16M), SAP (-$15M), VLTO (-$8.8M), META, ASML, AME, JNJ.
  • Sold out of its position in CRM.
  • Mar Vista Investment Partners was a net seller of stock by $-5.8M.
  • Mar Vista Investment Partners has $1000M in assets under management (AUM), dropping by -8.23%.
  • Central Index Key (CIK): 0001419999

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Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stocks (AAPL) 6.6 $66M 258k 253.79
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Nvidia Corp Common Stocks (NVDA) 6.3 $63M +14% 360k 174.40
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Microsoft Corp Common Stocks (MSFT) 5.9 $59M 160k 370.17
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Amazon.com Common Stocks (AMZN) 5.6 $56M 270k 208.27
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Alphabet Inc-cl C Common Stocks (GOOG) 5.0 $50M +2% 175k 286.86
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Transdigm Group Common Stocks (TDG) 4.5 $46M 39k 1158.96
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Broadcom Common Stocks (AVGO) 4.3 $43M +67% 140k 309.51
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Visa Inc-class A Shares Common Stocks (V) 4.1 $41M +3% 137k 302.24
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Johnson & Johnson Common Stocks (JNJ) 4.1 $41M -2% 166k 244.44
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Moodys Corp Common Stocks (MCO) 4.0 $40M +5% 92k 436.25
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Analog Devices Common Stocks (ADI) 3.8 $38M 120k 318.14
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Linde Common Stocks (LIN) 3.7 $37M -34% 74k 495.76
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Amphenol Corp-cl A Common Stocks (APH) 3.7 $37M -2% 291k 126.35
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Ametek Common Stocks (AME) 3.7 $37M -2% 171k 214.36
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Ge Aerospace Common Stocks (GE) 3.6 $36M +72% 128k 283.77
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Stryker Corp Common Stocks (SYK) 3.4 $34M +2% 104k 328.59
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Taiwan Semiconductor-sp Common Stocks (TSM) 3.1 $31M -34% 90k 337.95
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Meta Platforms Inc-class A Common Stocks (META) 3.0 $30M -6% 53k 572.13
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Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 2.9 $29M 60k 479.20
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Netflix Common Stocks (NFLX) 2.5 $25M +105% 259k 96.15
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Danaher Corp Common Stocks (DHR) 2.3 $23M +12% 120k 189.60
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Mettler-toledo International Common Stocks (MTD) 2.1 $21M +2% 17k 1261.20
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Ge Vernova Common Stocks (GEV) 2.0 $20M +353% 23k 872.90
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Unilever Plc- Common Stocks (UL) 2.0 $20M +2% 345k 56.97
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Oracle Corp Common Stocks (ORCL) 1.8 $18M -2% 120k 147.11
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American Tower Corp Common Stocks (AMT) 1.5 $15M 89k 172.58
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Heico Corp Common Stocks (HEI) 1.3 $13M 48k 274.20
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Ecolab Common Stocks (ECL) 1.0 $9.5M NEW 36k 266.02
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Qxo Common Stocks (QXO) 0.9 $9.3M NEW 476k 19.42
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Intuit Common Stocks (INTU) 0.9 $9.1M -64% 21k 432.38
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Asml Holding Nv-ny Reg Common Stocks (ASML) 0.3 $3.0M -36% 2.3k 1320.83
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Sap Se- Common Stocks (SAP) 0.1 $525k -96% 3.1k 171.21
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Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $212k -3% 736.00 287.56
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Veralto Corp Common Stocks (VLTO) 0.0 $50k -99% 563.00 88.42
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Nike Inc Cl B Common Stocks (NKE) 0.0 $32k +5% 610.00 52.82
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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