MAR VISTA INVESTMENT PARTNERS LLC

CIK

1419999

Location

LOS ANGELES, CA

Portfolio Value

Micro $46,398,253

Diversification

Diversified

Filing Date

Global Rank

#1,824 / 8,586 ▼ 47

Top Industry

Semiconductors 18.4%

3Y Alpha vs SPY

-11.2%

Period ended 3 months ago

Filed May 13, 2026 · 34d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+33.3%

SPY

+78.1%

Annualised alpha

-11.2%

Max drawdown

−18.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

34 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.9%

−0.6 pts

Top 5

30.4%

−0.6 pts

Top 10

51.9%

−0.6 pts

HHI

420

Diversified+3

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.6%	$366,150,757	11
Industrials	17.0%	$161,218,893	7
Healthcare	12.5%	$118,862,206	4
Financial Services	11.6%	$110,395,002	3
Consumer Cyclical	5.9%	$56,252,415	2
Communication Services	5.8%	$55,194,269	3
Basic Materials	4.9%	$46,398,253	2
Consumer Defensive	2.1%	$19,652,257	1
Real Estate	1.6%	$15,408,460	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+132,848	259,292	$24,930,925
AVGO	Broadcom Inc.	+56,434	139,777	$43,262,379
GE	General Electric Co	+53,773	128,345	$36,420,460
NVDA	Nvidia Corp	+44,370	360,092	$62,800,044
GEV	GE Vernova Inc.	+18,081	23,191	$20,243,423
DHR	Danaher Corp /De/	+13,124	120,189	$22,787,834
UL	Unilever PLC	+8,491	344,958	$19,652,257
V	Visa Inc.	+4,639	137,140	$41,449,193
MCO	Moodys Corp /De/	+4,508	92,070	$40,165,537
AAPL	Apple Inc.	+4,479	258,050	$65,490,509
SYK	Stryker Corp	+2,465	103,638	$34,054,410
AMT	American Tower Corp /Ma/	+1,510	89,283	$15,408,460
HEI	Heico Corp	+901	47,726	$13,086,469
MTD	Mettler Toledo International Inc/	+361	17,002	$21,442,922
BRK-B	Berkshire Hathaway Inc	+157	60,059	$28,780,272
NKE	NIKE, Inc.	+31	610	$32,220
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
VLTO	Veralto Corp	−99,871	563	$49,780
SAP	Sap SE	−87,764	3,066	$524,929
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−47,682	90,434	$30,562,170
LIN	Linde PLC	−39,200	74,333	$36,851,328
INTU	Intuit Inc.	−38,278	21,020	$9,088,627
APH	Amphenol Corp /De/	−6,263	290,461	$36,699,747
AME	Ametek Inc/	−4,199	171,125	$36,682,355
META	Meta Platforms, Inc.	−3,620	52,526	$30,051,700
JNJ	Johnson & Johnson	−3,614	166,000	$40,577,040
ORCL	Oracle Corp	−2,588	119,505	$17,580,380
AMZN	Amazon Com Inc	−1,678	269,939	$56,220,195
MSFT	Microsoft Corp	−1,432	159,643	$59,095,049
ASML	Asml Holding NV	−1,343	2,304	$3,043,192
TDG	TransDigm Group INC	−545	39,246	$45,484,544
GOOGL	Alphabet Inc.	−26	736	$211,644
ADI	Analog Devices Inc	−8	119,456	$38,003,731
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ECL	Ecolab Inc.	35,888	$9,546,925
QXO	QXO, Inc.	476,409	$9,251,862
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CRM	Salesforce, Inc.	74,929	$19,849,441
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $46,398,253 total · Basic Materials only · as of Mar 31, 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	History
LIN	Linde PLC Basic Materials	Reduced	74,333	-39,200	$36,851,328	−23.9%	79.42%
ECL	Ecolab Inc. Basic Materials	NEW	35,888	NEW	$9,546,925	NEW	20.58%