Mar Vista Investment Partners

Mar Vista Investment Partners as of March 31, 2026

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