Mar Vista Investment Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Mar Vista Investment Partners LLC reported 33 stock positions worth $1.0 billion. Its top holding was Nvidia (NVDA) at 7.0% of the portfolio, followed by Apple (AAPL, 6.5%) and Microsoft (MSFT, 5.2%). Compared with Q1 2026, it opened 1 new position, sold out of 3, added to 7 and reduced 24. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +475%) and the biggest sale Transdigm (TDG, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001419999
- Portfolio Value
- $1.0B (Q2 2026)
- SEC Filing
- 0001214659-26-009789 ↗ filed Aug 10, 2026
Holdings Value
Holdings 33 stocks · $1.0B
| NVDA Nvidia Corp. | 6.98% | 350,322 | $70.1M | Reduce -2.7% |
| AAPL Apple Inc. | 6.52% | 226,342 | $65.5M | Reduce -12.3% |
| MSFT Microsoft Corp. | 5.20% | 140,064 | $52.2M | Reduce -12.3% |
| AVGO Broadcom Inc. | 5.11% | 135,898 | $51.3M | Reduce -2.8% |
| GE General Electric filed as GE AEROSPACE | 4.85% | 130,318 | $48.7M | Add +1.5% |
| APH Amphenol Corp. Class A | 4.55% | 259,042 | $45.7M | Reduce -10.8% |
| V Visa Inc. Class A | 4.32% | 126,493 | $43.4M | Reduce -7.8% |
| AMZN Amazon.com Inc. | 4.30% | 181,364 | $43.2M | Reduce -32.8% |
| GOOG Alphabet Inc. Class C | 3.95% | 112,334 | $39.7M | Reduce -35.8% |
| MCO Moody's Corp. | 3.86% | 85,542 | $38.7M | Reduce -7.1% |
| TSM Taiwan Semiconductor-SP ADR | 3.83% | 80,628 | $38.5M | Reduce -10.8% |
| JNJ Johnson & Johnson | 3.70% | 146,288 | $37.2M | Reduce -11.9% |
| AME Ametek Inc. | 3.59% | 149,014 | $36.1M | Reduce -12.9% |
| SYK Stryker Corp. | 3.54% | 113,049 | $35.6M | Add +9.1% |
| LIN Linde PLC | 3.53% | 68,335 | $35.5M | Reduce -8.1% |
| GEV GE Vernova Inc. | 3.05% | 26,096 | $30.7M | Add +12.5% |
| ADI Analog Devices Inc. | 2.98% | 75,348 | $29.9M | Reduce -36.9% |
| META Meta Platforms Inc. Class A | 2.76% | 49,223 | $27.7M | Reduce -6.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.70% | 54,156 | $27.1M | Reduce -9.8% |
| NFLX Netflix Inc. | 2.64% | 371,863 | $26.6M | Add +43.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.62% | 13,245 | $26.4M | Add +474.9% |
| MTD Mettler-Toledo International | 2.46% | 19,323 | $24.7M | Add +13.7% |
| TDG Transdigm Group Inc. | 2.08% | 15,677 | $20.9M | Reduce -60.0% |
| DHR Danaher Corp. | 1.80% | 95,212 | $18.1M | Reduce -20.8% |
| UL Unilever PLC-Sponsored ADR | 1.70% | 284,749 | $17.1M | Reduce -17.4% |
| ORCL Oracle Corp. | 1.63% | 111,863 | $16.4M | Reduce -6.4% |
| AMT American Tower Corp. | 1.33% | 81,434 | $13.3M | Reduce -8.8% |
| SARO Standardaero Inc. | 1.27% | 427,847 | $12.8M | New |
| HEI Heico Corp. | 1.14% | 32,073 | $11.4M | Reduce -32.8% |
| QXO Qxo Inc. | 1.03% | 599,330 | $10.4M | Add +25.8% |
| ECL Ecolab Inc. | 0.98% | 35,261 | $9.8M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 0.02% | 505 | $180K | Reduce -31.4% |
| NKE Nike Inc. Class B | 0.00% | 610 | $25K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| TDG Transdigm Group Inc. | Reduce -60.0% | 2.08% | −2.47 |
| AMZN Amazon.com Inc. | Reduce -32.8% | 4.30% | −1.32 |
| GOOG Alphabet Inc. Class C | Reduce -35.8% | 3.95% | −1.07 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.91 |
| ADI Analog Devices Inc. | Reduce -36.9% | 2.98% | −0.82 |
| MSFT Microsoft Corp. | Reduce -12.3% | 5.20% | −0.71 |
| DHR Danaher Corp. | Reduce -20.8% | 1.80% | −0.47 |
| JNJ Johnson & Johnson | Reduce -11.9% | 3.70% | −0.36 |
| UL Unilever PLC-Sponsored ADR | Reduce -17.4% | 1.70% | −0.26 |
| META Meta Platforms Inc. Class A | Reduce -6.3% | 2.76% | −0.25 |
| AMT American Tower Corp. | Reduce -8.8% | 1.33% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.8% | 2.70% | −0.18 |
| HEI Heico Corp. | Reduce -32.8% | 1.14% | −0.17 |
| MCO Moody's Corp. | Reduce -7.1% | 3.86% | −0.16 |
| LIN Linde PLC | Reduce -8.1% | 3.53% | −0.16 |
| ORCL Oracle Corp. | Reduce -6.4% | 1.63% | −0.13 |
| AME Ametek Inc. | Reduce -12.9% | 3.59% | −0.08 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.05 |
| AAPL Apple Inc. | Reduce -12.3% | 6.52% | −0.03 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -31.4% | 0.02% | −0.00 |
| ECL Ecolab Inc. | Reduce -1.8% | 0.98% | +0.02 |
| V Visa Inc. Class A | Reduce -7.8% | 4.32% | +0.17 |
| NVDA Nvidia Corp. | Reduce -2.7% | 6.98% | +0.69 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -10.8% | 3.83% | +0.78 |
| AVGO Broadcom Inc. | Reduce -2.8% | 5.11% | +0.78 |
| APH Amphenol Corp. Class A | Reduce -10.8% | 4.55% | +0.87 |
Portfolio Buys Q1 2026 → Q2 2026
| ASML ASML Holding NV-NY Reg SHS | Add +474.9% | 2.62% | +2.32 |
| SARO Standardaero Inc. | New | 1.27% | +1.27 |
| GE General Electric | Add +1.5% | 4.85% | +1.20 |
| GEV GE Vernova Inc. | Add +12.5% | 3.05% | +1.03 |
| MTD Mettler-Toledo International | Add +13.7% | 2.46% | +0.31 |
| NFLX Netflix Inc. | Add +43.4% | 2.64% | +0.15 |
| SYK Stryker Corp. | Add +9.1% | 3.54% | +0.14 |
| QXO Qxo Inc. | Add +25.8% | 1.03% | +0.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 33 | $1.0B | NVDA, AAPL, MSFT, AVGO, GE |
| Q1 2026 | 35 | $999.7M | AAPL, NVDA, MSFT, AMZN, GOOG |
| Q4 2025 | 34 | $1.1B | MSFT, AAPL, AMZN, NVDA, GOOG |
| Q3 2025 | 32 | $1.2B | MSFT, AAPL, ORCL, TDG, AMZN |
| Q2 2025 | 56 | $1.3B | MSFT, TDG, AMZN, ORCL, INTU |
| Q1 2025 | 55 | $1.2B | MSFT, TDG, AAPL, V, AMZN |
| Q4 2024 | 55 | $1.5B | AAPL, MSFT, AMZN, TDG, CRM |
| Q3 2024 | 58 | $1.6B | MSFT, AAPL, TDG, AMT, AMZN |
| Q2 2024 | 60 | $2.0B | MSFT, AAPL, TDG, AMZN, ORCL |
| Q1 2024 | 59 | $2.3B | MSFT, AMZN, TDG, DIS, GOOG |