Mar Vista Investment Partners LLC 13F Holdings · Q2 2026
Mar Vista Investment Partners LLC reported 33 securities worth $1.00B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (6.98%), AAPL (6.52%), MSFT (5.20%). Among its top 25 positions this quarter: 6 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $70.1M | 6.98% | 350,322 | Trimmed |
| 2 | AAPL | APPLE INC | $65.5M | 6.52% | 226,342 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $52.2M | 5.20% | 140,064 | Trimmed |
| 4 | AVGO | BROADCOM INC | $51.3M | 5.11% | 135,898 | Trimmed |
| 5 | GE | GE AEROSPACE | $48.7M | 4.85% | 130,318 | Added |
| 6 | APH | AMPHENOL CORP-CL A | $45.7M | 4.55% | 259,042 | Trimmed |
| 7 | V | VISA INC-CLASS A SHARES | $43.4M | 4.32% | 126,493 | Trimmed |
| 8 | AMZN | AMAZON.COM INC | $43.2M | 4.30% | 181,364 | Trimmed |
| 9 | GOOG | ALPHABET INC-CL C | $39.7M | 3.95% | 112,334 | Trimmed |
| 10 | MCO | MOODYS CORP | $38.7M | 3.86% | 85,542 | Trimmed |
| 11 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $38.5M | 3.83% | 80,628 | Trimmed |
| 12 | JNJ | JOHNSON & JOHNSON | $37.2M | 3.70% | 146,288 | Trimmed |
| 13 | AME | AMETEK INC | $36.1M | 3.59% | 149,014 | Trimmed |
| 14 | SYK | STRYKER CORP | $35.6M | 3.54% | 113,049 | Added |
| 15 | LIN | LINDE PLC | $35.5M | 3.53% | 68,335 | Trimmed |
| 16 | GEV | GE VERNOVA INC | $30.7M | 3.05% | 26,096 | Added |
| 17 | ADI | ANALOG DEVICES INC | $29.9M | 2.98% | 75,348 | Trimmed |
| 18 | META | META PLATFORMS INC-CLASS A | $27.7M | 2.76% | 49,223 | Trimmed |
| 19 | BRKB | BERKSHIRE HATHAWAY INC-CL B | $27.1M | 2.70% | 54,156 | Trimmed |
| 20 | NFLX | NETFLIX INC | $26.6M | 2.64% | 371,863 | Added |
| 21 | ASML | ASML HOLDING NV-NY REG SHS | $26.4M | 2.62% | 13,245 | Added |
| 22 | MTD | METTLER-TOLEDO INTERNATIONAL | $24.7M | 2.46% | 19,323 | Added |
| 23 | TDG | TRANSDIGM GROUP INC | $20.9M | 2.08% | 15,677 | Trimmed |
| 24 | DHR | DANAHER CORP | $18.1M | 1.80% | 95,212 | Trimmed |
| 25 | UL | UNILEVER PLC-SPONSORED ADR | $17.1M | 1.70% | 284,749 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR