Mar Vista Investment Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Mar Vista Investment Partners LLC reported 34 stock positions worth $1.1 billion. Its top holding was Microsoft (MSFT) at 7.2% of the portfolio, followed by Apple (AAPL, 6.3%) and Amazon.com (AMZN, 5.8%). Compared with Q3 2025, it opened 4 new positions, sold out of 2, added to 5 and reduced 24. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale Oracle (ORCL, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001419999
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0001214659-26-001835 ↗ filed Feb 17, 2026
Holdings Value
Holdings 34 stocks · $1.1B
| MSFT Microsoft Corp. | 7.15% | 161,075 | $77.9M | Reduce -4.2% |
| AAPL Apple Inc. | 6.33% | 253,571 | $68.9M | Reduce -6.2% |
| AMZN Amazon.com Inc. | 5.75% | 271,617 | $62.7M | Add +9.5% |
| NVDA Nvidia Corp. | 5.40% | 315,722 | $58.9M | Add +8.3% |
| GOOG Alphabet Inc. Class C | 4.92% | 170,978 | $53.7M | Reduce -12.1% |
| TDG Transdigm Group Inc. | 4.86% | 39,791 | $52.9M | Reduce -5.4% |
| LIN Linde PLC | 4.44% | 113,533 | $48.4M | Add +12.8% |
| V Visa Inc. Class A | 4.27% | 132,501 | $46.5M | Add +22.2% |
| MCO Moody's Corp. | 4.11% | 87,562 | $44.7M | Reduce -4.4% |
| TSM Taiwan Semiconductor-SP ADR | 3.85% | 138,116 | $42.0M | New |
| APH Amphenol Corp. Class A | 3.68% | 296,724 | $40.1M | Reduce -27.0% |
| INTU Intuit Inc. | 3.61% | 59,298 | $39.3M | Reduce -6.6% |
| META Meta Platforms Inc. Class A | 3.40% | 56,146 | $37.1M | Reduce -1.4% |
| AME Ametek Inc. | 3.30% | 175,324 | $36.0M | Reduce -2.5% |
| SYK Stryker Corp. | 3.26% | 101,173 | $35.6M | Add +22.0% |
| JNJ Johnson & Johnson | 3.22% | 169,614 | $35.1M | Reduce -5.8% |
| ADI Analog Devices Inc. | 2.97% | 119,464 | $32.4M | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.76% | 59,902 | $30.1M | Reduce -7.3% |
| AVGO Broadcom Inc. | 2.65% | 83,343 | $28.8M | Reduce -4.5% |
| DHR Danaher Corp. | 2.25% | 107,065 | $24.5M | Reduce -5.8% |
| ORCL Oracle Corp. | 2.18% | 122,093 | $23.8M | Reduce -43.1% |
| MTD Mettler-Toledo International | 2.13% | 16,641 | $23.2M | Reduce -30.7% |
| GE General Electric filed as GE AEROSPACE | 2.11% | 74,572 | $23.0M | Reduce -11.0% |
| UL Unilever PLC-Sponsored ADR | 2.03% | 336,467 | $22.1M | Reduce -3.9% |
| SAP Sap SE-Sponsored ADR | 2.03% | 90,830 | $22.1M | Reduce -35.6% |
| CRM Salesforce Inc. | 1.82% | 74,929 | $19.8M | Reduce -39.4% |
| AMT American Tower Corp. | 1.41% | 87,773 | $15.4M | Reduce -11.0% |
| HEI Heico Corp. | 1.39% | 46,825 | $15.2M | Reduce -1.2% |
| NFLX Netflix Inc. | 1.09% | 126,444 | $11.9M | New |
| VLTO Veralto Corp. | 0.92% | 100,434 | $10.0M | Reduce -64.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.36% | 3,647 | $3.9M | New |
| GEV GE Vernova Inc. | 0.31% | 5,110 | $3.3M | New |
| GOOGL Alphabet Inc. Class A | 0.02% | 762 | $239K | Reduce -7.3% |
| NKE Nike Inc. Class B | 0.00% | 579 | $37K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -43.1% | 2.18% | −3.06 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −1.71 |
| VLTO Veralto Corp. | Reduce -64.2% | 0.92% | −1.68 |
| EFX Equifax Inc. | Sold out | 0.00% | −1.53 |
| SAP Sap SE-Sponsored ADR | Reduce -35.6% | 2.03% | −1.25 |
| CRM Salesforce Inc. | Reduce -39.4% | 1.82% | −0.73 |
| APH Amphenol Corp. Class A | Reduce -27.0% | 3.68% | −0.69 |
| MTD Mettler-Toledo International | Reduce -30.7% | 2.13% | −0.43 |
| MSFT Microsoft Corp. | Reduce -4.2% | 7.15% | −0.42 |
| AMT American Tower Corp. | Reduce -11.0% | 1.41% | −0.23 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 3.40% | −0.23 |
| INTU Intuit Inc. | Reduce -6.6% | 3.61% | −0.16 |
| GE General Electric | Reduce -11.0% | 2.11% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.3% | 2.76% | −0.06 |
| UL Unilever PLC-Sponsored ADR | Reduce -3.9% | 2.03% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -7.3% | 0.02% | +0.00 |
| TDG Transdigm Group Inc. | Reduce -5.4% | 4.86% | +0.04 |
| HEI Heico Corp. | Reduce -1.2% | 1.39% | +0.06 |
| AVGO Broadcom Inc. | Reduce -4.5% | 2.65% | +0.15 |
| DHR Danaher Corp. | Reduce -5.8% | 2.25% | +0.29 |
| MCO Moody's Corp. | Reduce -4.4% | 4.11% | +0.31 |
| JNJ Johnson & Johnson | Reduce -5.8% | 3.22% | +0.32 |
| AAPL Apple Inc. | Reduce -6.2% | 6.33% | +0.34 |
| ADI Analog Devices Inc. | Reduce -3.0% | 2.97% | +0.35 |
| AME Ametek Inc. | Reduce -2.5% | 3.30% | +0.37 |
| GOOG Alphabet Inc. Class C | Reduce -12.1% | 4.92% | +0.81 |
Portfolio Buys Q3 2025 → Q4 2025
| TSM Taiwan Semiconductor-SP ADR | New | 3.85% | +3.85 |
| NFLX Netflix Inc. | New | 1.09% | +1.09 |
| V Visa Inc. Class A | Add +22.2% | 4.27% | +1.05 |
| AMZN Amazon.com Inc. | Add +9.5% | 5.75% | +1.02 |
| NVDA Nvidia Corp. | Add +8.3% | 5.40% | +0.68 |
| SYK Stryker Corp. | Add +22.0% | 3.26% | +0.60 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.36% | +0.36 |
| GEV GE Vernova Inc. | New | 0.31% | +0.31 |
| LIN Linde PLC | Add +12.8% | 4.44% | +0.29 |
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 |