Mar Vista Investment Partners

Mar Vista Investment Partners as of June 30, 2026

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