Mar Vista Investment Partners

Mar Vista Investment Partners as of Dec. 31, 2025

Portfolio Holdings for Mar Vista Investment Partners

Mar Vista Investment Partners holds 34 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Common Stocks (MSFT) 7.2 $78M 161k 483.62
Apple Common Stocks (AAPL) 6.3 $69M 254k 271.86
Amazon.com Common Stocks (AMZN) 5.8 $63M 272k 230.82
Nvidia Corp Common Stocks (NVDA) 5.4 $59M 316k 186.50
Alphabet Inc-cl C Common Stocks (GOOG) 4.9 $54M 171k 313.80
Transdigm Group Common Stocks (TDG) 4.9 $53M 40k 1329.85
Linde Common Stocks (LIN) 4.4 $48M 114k 426.39
Visa Inc-class A Shares Common Stocks (V) 4.3 $47M 133k 350.71
Moodys Corp Common Stocks (MCO) 4.1 $45M 88k 510.85
Taiwan Semiconductor-sp Common Stocks (TSM) 3.9 $42M 138k 303.89
Amphenol Corp-cl A Common Stocks (APH) 3.7 $40M 297k 135.14
Intuit Common Stocks (INTU) 3.6 $39M 59k 662.42
Meta Platforms Inc-class A Common Stocks (META) 3.4 $37M 56k 660.09
Ametek Common Stocks (AME) 3.3 $36M 175k 205.31
Stryker Corp Common Stocks (SYK) 3.3 $36M 101k 351.47
Johnson & Johnson Common Stocks (JNJ) 3.2 $35M 170k 206.95
Analog Devices Common Stocks (ADI) 3.0 $32M 120k 271.20
Berkshire Hathaway Inc-cl B Common Stocks (BRK.B) 2.8 $30M 60k 502.65
Broadcom Common Stocks (AVGO) 2.6 $29M 83k 346.10
Danaher Corp Common Stocks (DHR) 2.2 $25M 107k 228.92
Oracle Corp Common Stocks (ORCL) 2.2 $24M 122k 194.91
Mettler-toledo International Common Stocks (MTD) 2.1 $23M 17k 1394.19
General Electric Common Stocks (GE) 2.1 $23M 75k 308.03
Unilever Plc- Common Stocks (UL) 2.0 $22M 337k 65.62
Sap Se- Common Stocks (SAP) 2.0 $22M 91k 242.91
Salesforce Common Stocks (CRM) 1.8 $20M 75k 264.91
American Tower Corp Common Stocks (AMT) 1.4 $15M 88k 175.57
Heico Corp Common Stocks (HEI) 1.4 $15M 47k 323.59
Netflix Common Stocks (NFLX) 1.1 $12M 126k 93.76
Veralto Corp Common Stocks (VLTO) 0.9 $10M 100k 99.78
Asml Holding Nv-ny Reg Common Stocks (ASML) 0.4 $3.9M 3.6k 1069.86
Ge Vernova Common Stocks (GEV) 0.3 $3.3M 5.1k 653.57
Alphabet Inc-cl A Common Stocks (GOOGL) 0.0 $239k 762.00 313.00
Nike Inc Cl B Common Stocks (NKE) 0.0 $37k 579.00 63.71