Mar Vista Investment Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Mar Vista Investment Partners LLC reported 35 stock positions worth $999.7 million. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Nvidia (NVDA, 6.3%) and Microsoft (MSFT, 5.9%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 17 and reduced 16. The biggest buy was GE Vernova (GEV, shares +354%) and the biggest sale Intuit (INTU, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001419999
- Portfolio Value
- $999.7M (Q1 2026)
- SEC Filing
- 0001214659-26-006024 ↗ filed May 13, 2026
Holdings Value
Holdings 35 stocks · $999.7M
| AAPL Apple Inc. | 6.55% | 258,050 | $65.5M | Add +1.8% |
| NVDA Nvidia Corp. | 6.28% | 360,092 | $62.8M | Add +14.1% |
| MSFT Microsoft Corp. | 5.91% | 159,643 | $59.1M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 5.62% | 269,939 | $56.2M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 5.02% | 175,015 | $50.2M | Add +2.4% |
| TDG Transdigm Group Inc. | 4.55% | 39,246 | $45.5M | Reduce -1.4% |
| AVGO Broadcom Inc. | 4.33% | 139,777 | $43.3M | Add +67.7% |
| V Visa Inc. Class A | 4.15% | 137,140 | $41.4M | Add +3.5% |
| JNJ Johnson & Johnson | 4.06% | 166,000 | $40.6M | Reduce -2.1% |
| MCO Moody's Corp. | 4.02% | 92,070 | $40.2M | Add +5.2% |
| ADI Analog Devices Inc. | 3.80% | 119,456 | $38.0M | Reduce -0.0% |
| LIN Linde PLC | 3.69% | 74,333 | $36.9M | Reduce -34.5% |
| APH Amphenol Corp. Class A | 3.67% | 290,461 | $36.7M | Reduce -2.1% |
| AME Ametek Inc. | 3.67% | 171,125 | $36.7M | Reduce -2.4% |
| GE General Electric filed as GE AEROSPACE | 3.64% | 128,345 | $36.4M | Add +72.1% |
| SYK Stryker Corp. | 3.41% | 103,638 | $34.1M | Add +2.4% |
| TSM Taiwan Semiconductor-SP ADR | 3.06% | 90,434 | $30.6M | Reduce -34.5% |
| META Meta Platforms Inc. Class A | 3.01% | 52,526 | $30.1M | Reduce -6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.88% | 60,059 | $28.8M | Add +0.3% |
| NFLX Netflix Inc. | 2.49% | 259,292 | $24.9M | Add +105.1% |
| DHR Danaher Corp. | 2.28% | 120,189 | $22.8M | Add +12.3% |
| MTD Mettler-Toledo International | 2.14% | 17,002 | $21.4M | Add +2.2% |
| GEV GE Vernova Inc. | 2.02% | 23,191 | $20.2M | Add +353.8% |
| UL Unilever PLC-Sponsored ADR | 1.97% | 344,958 | $19.7M | Add +2.5% |
| ORCL Oracle Corp. | 1.76% | 119,505 | $17.6M | Reduce -2.1% |
| AMT American Tower Corp. | 1.54% | 89,283 | $15.4M | Add +1.7% |
| HEI Heico Corp. | 1.31% | 47,726 | $13.1M | Add +1.9% |
| ECL Ecolab Inc. | 0.95% | 35,888 | $9.5M | New |
| QXO Qxo Inc. | 0.93% | 476,409 | $9.3M | New |
| INTU Intuit Inc. | 0.91% | 21,020 | $9.1M | Reduce -64.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.30% | 2,304 | $3.0M | Reduce -36.8% |
| SAP Sap SE-Sponsored ADR | 0.05% | 3,066 | $525K | Reduce -96.6% |
| GOOGL Alphabet Inc. Class A | 0.02% | 736 | $212K | Reduce -3.4% |
| VLTO Veralto Corp. | 0.01% | 563 | $50K | Reduce -99.4% |
| NKE Nike Inc. Class B | 0.00% | 610 | $32K | Add +5.3% |
Portfolio Sells Q4 2025 → Q1 2026
| INTU Intuit Inc. | Reduce -64.5% | 0.91% | −2.70 |
| SAP Sap SE-Sponsored ADR | Reduce -96.6% | 0.05% | −1.97 |
| CRM Salesforce Inc. | Sold out | 0.00% | −1.82 |
| MSFT Microsoft Corp. | Reduce -0.9% | 5.91% | −1.24 |
| VLTO Veralto Corp. | Reduce -99.4% | 0.01% | −0.91 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -34.5% | 3.06% | −0.80 |
| LIN Linde PLC | Reduce -34.5% | 3.69% | −0.76 |
| ORCL Oracle Corp. | Reduce -2.1% | 1.76% | −0.43 |
| META Meta Platforms Inc. Class A | Reduce -6.5% | 3.01% | −0.40 |
| TDG Transdigm Group Inc. | Reduce -1.4% | 4.55% | −0.31 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 5.62% | −0.13 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -36.8% | 0.30% | −0.05 |
| APH Amphenol Corp. Class A | Reduce -2.1% | 3.67% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 0.02% | −0.00 |
| AME Ametek Inc. | Reduce -2.4% | 3.67% | +0.37 |
| ADI Analog Devices Inc. | Reduce -0.0% | 3.80% | +0.83 |
| JNJ Johnson & Johnson | Reduce -2.1% | 4.06% | +0.84 |
Portfolio Buys Q4 2025 → Q1 2026
| GEV GE Vernova Inc. | Add +353.8% | 2.02% | +1.72 |
| AVGO Broadcom Inc. | Add +67.7% | 4.33% | +1.68 |
| GE General Electric | Add +72.1% | 3.64% | +1.53 |
| NFLX Netflix Inc. | Add +105.1% | 2.49% | +1.41 |
| ECL Ecolab Inc. | New | 0.95% | +0.95 |
| QXO Qxo Inc. | New | 0.93% | +0.93 |
| NVDA Nvidia Corp. | Add +14.1% | 6.28% | +0.88 |
| AAPL Apple Inc. | Add +1.8% | 6.55% | +0.22 |
| SYK Stryker Corp. | Add +2.4% | 3.41% | +0.14 |
| AMT American Tower Corp. | Add +1.7% | 1.54% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 2.88% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +2.4% | 5.02% | +0.10 |
| DHR Danaher Corp. | Add +12.3% | 2.28% | +0.03 |
| MTD Mettler-Toledo International | Add +2.2% | 2.14% | +0.02 |
| NKE Nike Inc. Class B | Add +5.3% | 0.00% | −0.00 |
| UL Unilever PLC-Sponsored ADR | Add +2.5% | 1.97% | −0.06 |
| HEI Heico Corp. | Add +1.9% | 1.31% | −0.08 |
| MCO Moody's Corp. | Add +5.2% | 4.02% | −0.09 |
| V Visa Inc. Class A | Add +3.5% | 4.15% | −0.12 |
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 |