MAR VISTA INVESTMENT PARTNERS LLC
13F Reported Value
ⓘ$1.0B
Holdings
33
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (59.3% 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 — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$70.1M350,322 sh - 76.4#84
Quality
$65.5M226,342 sh - 79.8#31
Quality
$52.2M140,064 sh - 84.5
Quality
$51.3M135,898 sh - 73.8
Quality
$48.7M130,318 sh - 79.3
Quality
$45.7M259,042 sh - 82.9
Quality
$43.4M126,493 sh - 68.7
Quality
$43.2M181,364 sh - 78.2
Quality
$39.7M112,334 sh - 79.1
Quality
$38.7M85,542 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $70.1M | 350,322 |
 Apple Inc.$AAPL | 76.4#84 | $65.5M | 226,342 |
 MICROSOFT CORP$MSFT | 79.8#31 | $52.2M | 140,064 |
 Broadcom Inc.$AVGO | 84.5 | $51.3M | 135,898 |
 GENERAL ELECTRIC CO$GE | 73.8 | $48.7M | 130,318 |
 AMPHENOL CORP /DE/$APH | 79.3 | $45.7M | 259,042 |
 VISA INC.$V | 82.9 | $43.4M | 126,493 |
 AMAZON COM INC$AMZN | 68.7 | $43.2M | 181,364 |
 Alphabet Inc.$GOOGL | 78.2 | $39.7M | 112,334 |
 MOODYS CORP /DE/$MCO | 79.1 | $38.7M | 85,542 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MAR VISTA INVESTMENT PARTNERS LLC's 33 positions.
Showing top 10 of 33 holdings.
Sector Allocation
Technology
$595.5M
Financials
$109.2M
Healthcare
$72.7M
Industrials
$71.5M
Materials
$62.4M
Consumer Discretionary
$53.6M
Communication Services
$26.6M
Real Estate
$13.3M
Full Holdings — MAR VISTA INVESTMENT PARTNERS LLC (Q2 2026)
All 33 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 | $NVDA | NVIDIA CORP | $70.1M | 7.0% | -3% | 85.9 |
| 2 | $AAPL | Apple Inc. | $65.5M | 6.5% | -12% | 76.4 |
| 3 | $MSFT | MICROSOFT CORP | $52.2M | 5.2% | -12% | 79.8 |
| 4 | $AVGO | Broadcom Inc. | $51.3M | 5.1% | -3% | 84.5 |
| 5 | $GE | GENERAL ELECTRIC CO | $48.7M | 4.8% | +2% | 73.8 |
| 6 | $APH | AMPHENOL CORP /DE/ | $45.7M | 4.5% | -11% | 79.3 |
| 7 | $V | VISA INC. | $43.4M | 4.3% | -8% | 82.9 |
| 8 | $AMZN | AMAZON COM INC | $43.2M | 4.3% | -33% | 68.7 |
| 9 | $GOOGL | Alphabet Inc. | $39.7M | 4.0% | -36% | 78.2 |
| 10 | $MCO | MOODYS CORP /DE/ | $38.7M | 3.9% | -7% | 79.1 |
| 11 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $38.5M | 3.8% | -11% | — |
| 12 |  $JNJ | JOHNSON & JOHNSON | $37.2M | 3.7% | -12% | 69 |
| 13 |  $AME | AMETEK INC/ | $36.1M | 3.6% | -13% | 69.7 |
| 14 |  $SYK | STRYKER CORP | $35.6M | 3.5% | +9% | 72.1 |
| 15 |  $LIN | LINDE PLC | $35.5M | 3.5% | -8% | — |
| 16 |  $GEV | GE Vernova Inc. | $30.7M | 3.0% | +13% | 81.1 |
| 17 |  $ADI | ANALOG DEVICES INC | $29.9M | 3.0% | -37% | 79.2 |
| 18 |  $META | Meta Platforms, Inc. | $27.7M | 2.8% | -6% | 79.6 |
| 19 |  $BRK.B | BERKSHIRE HATHAWAY INC | $27.1M | 2.7% | -10% | 73.8 |
| 20 |  $NFLX | NETFLIX INC | $26.6M | 2.6% | +43% | 78.8 |
| 21 |  $ASML | ASML HOLDING NV | $26.4M | 2.6% | +475% | — |
| 22 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $24.7M | 2.5% | +14% | 67.5 |
| 23 |  $TDG | TransDigm Group INC | $20.9M | 2.1% | -60% | 68 |
| 24 |  $DHR | DANAHER CORP /DE/ | $18.1M | 1.8% | -21% | 64.8 |
| 25 |  $UL | UNILEVER PLC | $17.1M | 1.7% | -17% | — |
| 26 |  $ORCL | ORACLE CORP | $16.4M | 1.6% | -6% | 66.2 |
| 27 |  $AMT | AMERICAN TOWER CORP /MA/ | $13.3M | 1.3% | -9% | 66.3 |
| 28 |  $SARO | StandardAero, Inc. | $12.8M | 1.3% | NEW | 59.5 |
| 29 |  $HEI | HEICO CORP | $11.4M | 1.1% | -33% | 75.6 |
| 30 |  $QXO | QXO, Inc. | $10.4M | 1.0% | +26% | 49 |
| 31 |  $ECL | ECOLAB INC. | $9.8M | 1.0% | -2% | 63.3 |
| 32 |  $GOOG | Alphabet Inc. | $180,472 | 0.0% | -31% | 78.2 |
| 33 |  $NKE | NIKE, Inc. | $25,041 | 0.0% | +0% | 49.3 |
New Positions (1)
$SARO StandardAero, Inc.$12.8M
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for MAR VISTA INVESTMENT PARTNERS LLC including:
Track MAR VISTA INVESTMENT PARTNERS LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for MAR VISTA INVESTMENT PARTNERS LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: MAR VISTA INVESTMENT PARTNERS LLC
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 a 32-signal AI quality ranking (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.