MAR VISTA INVESTMENT PARTNERS LLC
13F Reported Value
ⓘ$999.7M
Holdings
35
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MAR VISTA INVESTMENT PARTNERS LLC disclosed 35 positions worth $999.7M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 6.5% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $ECL and a full exit from $CRM. The portfolio is most concentrated in Technology (58.1% of disclosed assets). All figures are sourced directly from MAR VISTA INVESTMENT PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 1419999.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$65.5M258,050 sh - 90.2#1
Quality
$62.8M360,092 sh - 83.7#15
Quality
$59.1M159,643 sh - 74.6
Quality
$56.2M269,939 sh - 80.2
Quality
$50.2M175,015 sh - 75.4
Quality
$45.5M39,246 sh - 86.4
Quality
$43.3M139,777 sh - 83.5
Quality
$41.4M137,140 sh - 72.8
Quality
$40.6M166,000 sh - 81.3
Quality
$40.2M92,070 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $65.5M | 258,050 |
 NVIDIA CORP$NVDA | 90.2#1 | $62.8M | 360,092 |
 MICROSOFT CORP$MSFT | 83.7#15 | $59.1M | 159,643 |
 AMAZON COM INC$AMZN | 74.6 | $56.2M | 269,939 |
 Alphabet Inc.$GOOGL | 80.2 | $50.2M | 175,015 |
 TransDigm Group INC$TDG | 75.4 | $45.5M | 39,246 |
 Broadcom Inc.$AVGO | 86.4 | $43.3M | 139,777 |
 VISA INC.$V | 83.5 | $41.4M | 137,140 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $40.6M | 166,000 |
 MOODYS CORP /DE/$MCO | 81.3 | $40.2M | 92,070 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MAR VISTA INVESTMENT PARTNERS LLC's 35 positions.
Showing top 10 of 35 holdings.
Sector Allocation
Technology
$581.2M
Financials
$110.4M
Healthcare
$74.6M
Materials
$66.1M
Consumer Discretionary
$65.5M
Industrials
$61.6M
Communication Services
$24.9M
Real Estate
$15.4M
Full Holdings — MAR VISTA INVESTMENT PARTNERS LLC (Q1 2026)
All 35 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $65.5M | 6.5% | +2% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $62.8M | 6.3% | +14% | 90.2 |
| 3 | $MSFT | MICROSOFT CORP | $59.1M | 5.9% | -1% | 83.7 |
| 4 | $AMZN | AMAZON COM INC | $56.2M | 5.6% | -1% | 74.6 |
| 5 | $GOOGL | Alphabet Inc. | $50.2M | 5.0% | +2% | 80.2 |
| 6 | $TDG | TransDigm Group INC | $45.5M | 4.5% | -1% | 75.4 |
| 7 | $AVGO | Broadcom Inc. | $43.3M | 4.3% | +68% | 86.4 |
| 8 | $V | VISA INC. | $41.4M | 4.2% | +4% | 83.5 |
| 9 | $JNJ | JOHNSON & JOHNSON | $40.6M | 4.1% | -2% | 72.8 |
| 10 | $MCO | MOODYS CORP /DE/ | $40.2M | 4.0% | +5% | 81.3 |
| 11 |  $ADI | ANALOG DEVICES INC | $38.0M | 3.8% | -0% | 76.2 |
| 12 |  $LIN | LINDE PLC | $36.9M | 3.7% | -35% | — |
| 13 |  $APH | AMPHENOL CORP /DE/ | $36.7M | 3.7% | -2% | 80.5 |
| 14 |  $AME | AMETEK INC/ | $36.7M | 3.7% | -2% | 74.2 |
| 15 |  $GE | GENERAL ELECTRIC CO | $36.4M | 3.6% | +72% | 74.8 |
| 16 |  $SYK | STRYKER CORP | $34.1M | 3.4% | +2% | 69.8 |
| 17 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $30.6M | 3.1% | -35% | — |
| 18 |  $META | Meta Platforms, Inc. | $30.1M | 3.0% | -6% | 80.9 |
| 19 |  $BRK.B | BERKSHIRE HATHAWAY INC | $28.8M | 2.9% | +0% | 64.5 |
| 20 |  $NFLX | NETFLIX INC | $24.9M | 2.5% | +105% | 86.7 |
| 21 |  $DHR | DANAHER CORP /DE/ | $22.8M | 2.3% | +12% | 63.9 |
| 22 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $21.4M | 2.1% | +2% | 68.8 |
| 23 |  $GEV | GE Vernova Inc. | $20.2M | 2.0% | +354% | 70.1 |
| 24 |  $UL | UNILEVER PLC | $19.7M | 2.0% | +3% | — |
| 25 |  $ORCL | ORACLE CORP | $17.6M | 1.8% | -2% | 67.2 |
| 26 |  $AMT | AMERICAN TOWER CORP /MA/ | $15.4M | 1.5% | +2% | 69.8 |
| 27 |  $HEI | HEICO CORP | $13.1M | 1.3% | +2% | 79.2 |
| 28 |  $ECL | ECOLAB INC. | $9.5M | 0.9% | NEW | 64.3 |
| 29 |  $QXO | QXO, Inc. | $9.3M | 0.9% | NEW | 53.5 |
| 30 |  $INTU | INTUIT INC. | $9.1M | 0.9% | -65% | 82 |
| 31 |  $ASML | ASML HOLDING NV | $3.0M | 0.3% | -37% | — |
| 32 |  $SAP | SAP SE | $524,930 | 0.1% | -97% | — |
| 33 |  $GOOG | Alphabet Inc. | $211,644 | 0.0% | -3% | 80.2 |
| 34 |  $VLTO | Veralto Corp | $49,780 | 0.0% | -99% | 74.4 |
| 35 |  $NKE | NIKE, Inc. | $32,220 | 0.0% | +5% | 53.4 |
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