MAR VISTA INVESTMENT PARTNERS LLC

CIK

1419999

Location

LOS ANGELES, CA

Portfolio Value

Mid $1,050,504,647

Diversification

Diversified

Filing Date

Global Rank

#2,435 / 8,798 ▼ 350 · as of Jun 2026

Top Industry

Semiconductors 18.1%

Period ended 3 months ago

Filed Aug 10, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.7%

+1.6 pts

Top 5

31.5%

+0.9 pts

Top 10

51.8%

−0.1 pts

HHI

418

Diversified+5

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.0%	$441,696,092	9
Industrials	16.3%	$170,875,136	7
Healthcare	11.0%	$115,566,416	4
Financial Services	10.4%	$109,241,285	3
Communication Services	9.0%	$94,149,284	3
Basic Materials	4.3%	$45,285,831	2
Consumer Cyclical	4.1%	$43,251,335	2
Consumer Defensive	1.6%	$17,119,109	1
Real Estate	1.3%	$13,320,159	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
QXO	QXO, Inc.	+122,921	599,330	$10,356,422
NFLX	Netflix Inc	+112,571	371,863	$26,551,018
ASML	Asml Holding NV	+10,941	13,245	$26,350,131
SYK	Stryker Corp	+9,411	113,049	$35,592,347
GEV	GE Vernova Inc.	+2,905	26,096	$30,659,146
MTD	Mettler Toledo International Inc/	+2,321	19,323	$24,685,325
GE	General Electric Co	+1,973	130,318	$48,703,746
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−88,575	181,364	$43,226,295
GOOGL	Alphabet Inc.	−62,912	112,839	$39,871,443
UL	Unilever PLC	−60,209	284,749	$17,119,109
ADI	Analog Devices Inc	−44,108	75,348	$29,925,965
AAPL	Apple Inc.	−31,708	226,342	$65,494,321
APH	Amphenol Corp /De/	−31,419	259,042	$91,348,570
DHR	Danaher Corp /De/	−24,977	95,212	$18,135,981
TDG	TransDigm Group INC	−23,569	15,677	$20,882,391
AME	Ametek Inc/	−22,111	149,014	$36,052,447
JNJ	Johnson & Johnson	−19,712	146,288	$37,152,763
MSFT	Microsoft Corp	−19,579	140,064	$52,246,673
HEI	Heico Corp	−15,653	32,073	$11,424,081
V	Visa Inc.	−10,647	126,493	$43,398,483
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−9,806	80,628	$38,505,513
NVDA	Nvidia Corp	−9,770	350,322	$70,095,928
AMT	American Tower Corp /Ma/	−7,849	81,434	$13,320,159
ORCL	Oracle Corp	−7,642	111,863	$16,393,522
MCO	Moodys Corp /De/	−6,528	85,542	$38,743,682
LIN	Linde PLC	−5,998	68,335	$35,461,764
BRK-B	Berkshire Hathaway Inc	−5,903	54,156	$27,099,120
AVGO	Broadcom Inc.	−3,879	135,898	$51,335,469
META	Meta Platforms, Inc.	−3,303	49,223	$27,726,823
ECL	Ecolab Inc.	−627	35,261	$9,824,067
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SARO	StandardAero, Inc.	427,847	$12,796,903
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	21,020	$9,088,627
SAP	Sap SE	3,066	$524,929
VLTO	Veralto Corp	563	$49,780
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 tracked positions · $1,050,504,647 total · filing declares 33 positions · $1,004,830,381 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APH	Amphenol Corp /De/ Technology	Reduced	259,042	-31,419	$91,348,570	+24.5%	8.70%
NVDA	Nvidia Corp Technology	Reduced	350,322	-9,770	$70,095,928	+11.6%	6.67%
AAPL	Apple Inc. Technology	Reduced	226,342	-31,708	$65,494,321	+0.0%	6.23%
MSFT	Microsoft Corp Technology	Reduced	140,064	-19,579	$52,246,673	−11.6%	4.97%
AVGO	Broadcom Inc. Technology	Reduced	135,898	-3,879	$51,335,469	+18.7%	4.89%
GE	General Electric Co Industrials	Added	130,318	+1,973	$48,703,746	+33.7%	4.64%
V	Visa Inc. Financial Services	Reduced	126,493	-10,647	$43,398,483	+4.7%	4.13%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	181,364	-88,575	$43,226,295	−23.1%	4.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	112,839	-62,912	$39,871,443	−20.9%	3.80%
MCO	Moodys Corp /De/ Financial Services	Reduced	85,542	-6,528	$38,743,682	−3.5%	3.69%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	80,628	-9,806	$38,505,513	+26.0%	3.67%
JNJ	Johnson & Johnson Healthcare	Reduced	146,288	-19,712	$37,152,763	−8.4%	3.54%
AME	Ametek Inc/ Industrials	Reduced	149,014	-22,111	$36,052,447	−1.7%	3.43%
SYK	Stryker Corp Healthcare	Added	113,049	+9,411	$35,592,347	+4.5%	3.39%
LIN	Linde PLC Basic Materials	Reduced	68,335	-5,998	$35,461,764	−3.8%	3.38%
GEV	GE Vernova Inc. Industrials	Added	26,096	+2,905	$30,659,146	+51.5%	2.92%
ADI	Analog Devices Inc Technology	Reduced	75,348	-44,108	$29,925,965	−21.3%	2.85%
META	Meta Platforms, Inc. Communication Services	Reduced	49,223	-3,303	$27,726,823	−7.7%	2.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	54,156	-5,903	$27,099,120	−5.8%	2.58%
NFLX	Netflix Inc Communication Services	Added	371,863	+112,571	$26,551,018	+6.5%	2.53%
ASML	Asml Holding NV Technology	Added	13,245	+10,941	$26,350,131	+765.9%	2.51%
MTD	Mettler Toledo International Inc/ Healthcare	Added	19,323	+2,321	$24,685,325	+15.1%	2.35%
TDG	TransDigm Group INC Industrials	Reduced	15,677	-23,569	$20,882,391	−54.1%	1.99%
DHR	Danaher Corp /De/ Healthcare	Reduced	95,212	-24,977	$18,135,981	−20.4%	1.73%
UL	Unilever PLC Consumer Defensive	Reduced	284,749	-60,209	$17,119,109	−12.9%	1.63%
ORCL	Oracle Corp Technology	Reduced	111,863	-7,642	$16,393,522	−6.8%	1.56%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	81,434	-7,849	$13,320,159	−13.6%	1.27%
SARO	StandardAero, Inc. Industrials	NEW	427,847	NEW	$12,796,903	NEW	1.22%
HEI	Heico Corp Industrials	Reduced	32,073	-15,653	$11,424,081	−12.7%	1.09%
QXO	QXO, Inc. Industrials	Added	599,330	+122,921	$10,356,422	+11.9%	0.99%
ECL	Ecolab Inc. Basic Materials	Reduced	35,261	-627	$9,824,067	+2.9%	0.94%
NKE	NIKE, Inc. Consumer Cyclical	Held	610	0	$25,040	−22.3%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.