Mar Vista Investment Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$999.7M
Q ending 2026-03-31
Prior quarter
$1.09B
Q ending 2025-12-31
Change
-8.2% QoQ · -17.8% YoY
Positions
35
reported holdings
Largest positions
All 35 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $65.5M | 258K |
| Nvidia Corp | NVDA | Shares | $62.8M | 360K |
| Microsoft Corp | MSFT | Shares | $59.1M | 160K |
| Amazon.Com Inc | AMZN | Shares | $56.2M | 270K |
| Alphabet Inc-Cl C | GOOG | Shares | $50.2M | 175K |
| Transdigm Group Inc | TDG | Shares | $45.5M | 39K |
| Broadcom Inc | AVGO | Shares | $43.3M | 140K |
| Visa Inc-Class A Shares | V | Shares | $41.4M | 137K |
| Johnson & Johnson | JNJ | Shares | $40.6M | 166K |
| Moodys Corp | MCO | Shares | $40.2M | 92K |
| Analog Devices Inc | ADI | Shares | $38.0M | 119K |
| Linde Plc | Shares | $36.9M | 74K | |
| Amphenol Corp-Cl A | APH | Shares | $36.7M | 290K |
| Ametek Inc | AME | Shares | $36.7M | 171K |
| Ge Aerospace | GE | Shares | $36.4M | 128K |
| Stryker Corp | SYK | Shares | $34.1M | 104K |
| Taiwan Semiconductor-Sp Adr | TSM | Shares | $30.6M | 90K |
| Meta Platforms Inc-Class A | META | Shares | $30.1M | 53K |
| Berkshire Hathaway Inc-Cl B | BRK/B | Shares | $28.8M | 60K |
| Netflix Inc | NFLX | Shares | $24.9M | 259K |
| Danaher Corp | DHR | Shares | $22.8M | 120K |
| Mettler-Toledo International | MTD | Shares | $21.4M | 17K |
| Ge Vernova Inc | GEV | Shares | $20.2M | 23K |
| Unilever Plc-Sponsored Adr | UL | Shares | $19.7M | 345K |
| Oracle Corp | ORCL | Shares | $17.6M | 120K |
| American Tower Corp | AMT | Shares | $15.4M | 89K |
| Heico Corp | HEI | Shares | $13.1M | 48K |
| Ecolab Inc | ECL | Shares | $9.5M | 36K |
| Qxo Inc | QXO | Shares | $9.3M | 476K |
| Intuit Inc | INTU | Shares | $9.1M | 21K |
| Asml Holding Nv-Ny Reg Shs | Shares | $3.0M | 2K | |
| Sap Se-Sponsored Adr | SAP | Shares | $525K | 3K |
| Alphabet Inc-Cl A | GOOGL | Shares | $212K | 736 |
| Veralto Corp | VLTO | Shares | $50K | 563 |
| Nike Inc Cl B | NKE | Shares | $32K | 610 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.