Mar Vista Investment Partners LLC 13F 持仓 · 2026年Q2
Mar Vista Investment Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 33 只证券，申报市值合计 10.05 亿美元。前几大持仓：NVDA（6.98%）、AAPL（6.52%）、MSFT（5.20%）。本季前 25 大持仓中：增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $70.1M | 6.98% | 350,322 | 减持 |
| 2 | AAPL | APPLE INC | $65.5M | 6.52% | 226,342 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $52.2M | 5.20% | 140,064 | 减持 |
| 4 | AVGO | BROADCOM INC | $51.3M | 5.11% | 135,898 | 减持 |
| 5 | GE | GE AEROSPACE | $48.7M | 4.85% | 130,318 | 增持 |
| 6 | APH | AMPHENOL CORP-CL A | $45.7M | 4.55% | 259,042 | 减持 |
| 7 | V | VISA INC-CLASS A SHARES | $43.4M | 4.32% | 126,493 | 减持 |
| 8 | AMZN | AMAZON.COM INC | $43.2M | 4.30% | 181,364 | 减持 |
| 9 | GOOG | ALPHABET INC-CL C | $39.7M | 3.95% | 112,334 | 减持 |
| 10 | MCO | MOODYS CORP | $38.7M | 3.86% | 85,542 | 减持 |
| 11 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $38.5M | 3.83% | 80,628 | 减持 |
| 12 | JNJ | JOHNSON & JOHNSON | $37.2M | 3.70% | 146,288 | 减持 |
| 13 | AME | AMETEK INC | $36.1M | 3.59% | 149,014 | 减持 |
| 14 | SYK | STRYKER CORP | $35.6M | 3.54% | 113,049 | 增持 |
| 15 | LIN | LINDE PLC | $35.5M | 3.53% | 68,335 | 减持 |
| 16 | GEV | GE VERNOVA INC | $30.7M | 3.05% | 26,096 | 增持 |
| 17 | ADI | ANALOG DEVICES INC | $29.9M | 2.98% | 75,348 | 减持 |
| 18 | META | META PLATFORMS INC-CLASS A | $27.7M | 2.76% | 49,223 | 减持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC-CL B | $27.1M | 2.70% | 54,156 | 减持 |
| 20 | NFLX | NETFLIX INC | $26.6M | 2.64% | 371,863 | 增持 |
| 21 | ASML | ASML HOLDING NV-NY REG SHS | $26.4M | 2.62% | 13,245 | 增持 |
| 22 | MTD | METTLER-TOLEDO INTERNATIONAL | $24.7M | 2.46% | 19,323 | 增持 |
| 23 | TDG | TRANSDIGM GROUP INC | $20.9M | 2.08% | 15,677 | 减持 |
| 24 | DHR | DANAHER CORP | $18.1M | 1.80% | 95,212 | 减持 |
| 25 | UL | UNILEVER PLC-SPONSORED ADR | $17.1M | 1.70% | 284,749 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR