MAR VISTA INVESTMENT PARTNERS LLC
Sector Allocation
- Technology46.1%$463.6M
- Industrials16.0%$160.5M
- Healthcare11.5%$115.6M
- Financials10.9%$109.2M
- Consumer Discretionary5.3%$53.6M
- Materials4.5%$45.3M
- Communication Services2.6%$26.6M
- Consumer Staples1.7%$17.1M
- Real Estate1.3%$13.3M
AUM History
13fpro.ai/research/fund/mar-vista-investment-partners-llc-1419999
Conviction and streaks
Stable · top 10 = 49.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$70.1MAAPL
$65.5MMSFT
$52.2MAVGO
$51.3MGE
$48.7MAPH
$45.7MV
$43.4MAMZN
$43.2MGOOG
$39.7MMCO
$38.7MTSM
$38.5MJNJ
$37.2MAME
$36.1MSYK
$35.6MLIN
$35.5MGEV
$30.7MADI
$29.9MMETA
$27.7MBRK.B
$27.1MNFLX
$26.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mar-vista-investment-partners-llc-1419999
MAR VISTA INVESTMENT PARTNERS LLC 13F holdings — Q2 2026
$1.0B portfolio (+0.5% QoQ) · 33 holdings · Q2 2026 13F · top 10 are 50% of the stock portfolio
$70.1M
7.0% of stocks
-3%This quarter-0.7%Since filed6 qtrsHeld$65.5M
6.5% of stocks
-12%This quarter+11.6%Since filed11+ qtrsHeld$52.2M
5.2% of stocks
-12%This quarter+5.2%Since filed11+ qtrsHeld$51.3M
5.1% of stocks
-3%This quarter-22.1%Since filed9 qtrsHeld$48.7M
4.8% of stocks
+2%This quarter-21.3%Since filed5 qtrsHeld$45.7M
4.5% of stocks
-11%This quarter-10.2%Since filed10 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$43.4M
4.3% of stocks
-8%This quarter+11.9%Since filed11+ qtrsHeld$43.2M
4.3% of stocks
-33%This quarter-10.4%Since filed10 qtrsHeld$39.7M
4.0% of stocks
-36%This quarter-11.7%Since filed10 qtrsHeld$38.7M
3.9% of stocks
-7%This quarter+1.3%Since filed11+ qtrsHeld
All holdings — MAR VISTA INVESTMENT PARTNERS LLC (Q2 2026)
33 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $38.5M | 3.8% | 81K | -11% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JOHNSON & JOHNSON | Healthcare | $37.2M | 3.7% | 146K | -12% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMETEK INC/ | Industrials | $36.1M | 3.6% | 149K | -13% | 11+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | STRYKER CORP | Healthcare | $35.6M | 3.5% | 113K | +9% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | LINDE PLC | Materials | $35.5M | 3.5% | 68K | -8% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | GE Vernova Inc. | Industrials | $30.7M | 3.0% | 26K | +13% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ANALOG DEVICES INC | Technology | $29.9M | 3.0% | 75K | -37% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Meta Platforms, Inc. | Technology | $27.7M | 2.8% | 49K | -6% | 9 qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BERKSHIRE HATHAWAY INC | Financials | $27.1M | 2.7% | 54K | -10% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | NETFLIX INC | Communication Services | $26.6M | 2.6% | 372K | +43% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ASML HOLDING NV | Technology | $26.4M | 2.6% | 13K | +475% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $24.7M | 2.5% | 19K | +14% | 10 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | TransDigm Group INC | Industrials | $20.9M | 2.1% | 16K | -60% | 11+ qtrsTrimmed 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | DANAHER CORP /DE/ | Healthcare | $18.1M | 1.8% | 95K | -21% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | UNILEVER PLCadr | Consumer Staples | $17.1M | 1.7% | 285K | -17% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ORCL | ORACLE CORP | Technology | $16.4M | 1.6% | 112K | -6% | |||
| 27 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $13.3M | 1.3% | 81K | -9% | |||
| 28 | $SARO | StandardAero, Inc. | Industrials | $12.8M | 1.3% | 428K | New | |||
| 29 | $HEI | HEICO CORP | Industrials | $11.4M | 1.1% | 32K | -33% | |||
| 30 | $QXO | QXO, Inc. | Consumer Discretionary | $10.4M | 1.0% | 599K | +26% | |||
| 31 | $ECL | ECOLAB INC. | Materials | $9.8M | 1.0% | 35K | -2% | |||
| 32 | $GOOGL | Alphabet Inc. | Technology | $180K | 0.0% | 505 | -31% | |||
| 33 | $NKE | NIKE, Inc. | Consumer Discretionary | $25K | 0.0% | 610 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 1 new, 7 added to, 24 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
$SAROStandardAero, Inc.$12.8M
first bought this quarter
Added to (7)
$ASMLASML HOLDING NV+475%
now $26.4M · held 3 qtrs
now $26.6M · held 3 qtrs, 3 adds in a row
now $30.7M · held 3 qtrs, 3 adds in a row
$MTDMETTLER TOLEDO INTERNATIONAL INC/+14%
now $24.7M · held 10 qtrs, 2 adds in a row
now $35.6M · held 11+ qtrs, 3 adds in a row
$QXOQXO, Inc.+26%
now $10.4M · held 2 qtrs, 2 adds in a row
+1 more in the Excel export
Trimmed (24)
$TDGTransDigm Group INC-60%
now $20.9M · held 11+ qtrs, 10 trims in a row
now $39.7M · held 10 qtrs
now $43.2M · held 10 qtrs
now $29.9M · held 11+ qtrs
now $65.5M · held 11+ qtrs
now $52.2M · held 11+ qtrs
+18 more in the Excel export
Holdings by quarter
Every 13F MAR VISTA INVESTMENT PARTNERS LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow MAR VISTA INVESTMENT PARTNERS?
Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MAR VISTA INVESTMENT PARTNERS's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-4.0%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 27% over the last 4
Top 10 weight
50%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
83%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MAR VISTA INVESTMENT PARTNERS LLC disclosed 33 positions worth $1.0B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 7.0% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $SARO and a full exit from $INTU. The portfolio is most concentrated in Technology (46.1% 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.
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13F Pro is an AI hedge fund tracker and stock research platform. For MAR VISTA INVESTMENT PARTNERS LLC (SEC CIK: 1419999), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in MAR VISTA INVESTMENT PARTNERS LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.