Mar Vista Investment Partners LLC
Mar Vista Investment Partners LLC reported 33 holdings worth US$1B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Mar Vista Investment Partners LLC reported 33 holdings worth US$1B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 33
- Value as reported
- US$1B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 350K | US$70.1M | 7.0% |
| Apple Inc | 226K | US$65.5M | 6.5% |
| Microsoft Corp. | 140K | US$52.2M | 5.2% |
| Broadcom Inc. | 136K | US$51.3M | 5.1% |
| Ge Aerospace | 130K | US$48.7M | 4.8% |
| Amphenol Corporation | 259K | US$45.7M | 4.5% |
| Visa Inc. | 126K | US$43.4M | 4.3% |
| Amazon.com, Inc. | 181K | US$43.2M | 4.3% |
| Alphabet Inc (google) Class C | 112K | US$39.9M | 4.0% |
| Moody's Corporation | 85,542 | US$38.7M | 3.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 80,628 | US$38.5M | 3.8% |
| Johnson & Johnson | 146K | US$37.2M | 3.7% |
| Ametek, Inc. | 149K | US$36.1M | 3.6% |
| Stryker Corporation | 113K | US$35.6M | 3.5% |
| Ge Vernova Inc. | 26,096 | US$30.7M | 3.1% |
| Analog Devices, Inc. | 75,348 | US$29.9M | 3.0% |
| Meta Platforms, Inc. | 49,223 | US$27.7M | 2.8% |
| Berkshire Hathaway Inc. | 54,156 | US$27.1M | 2.7% |
| Netflix, Inc. | 372K | US$26.6M | 2.6% |
| Asml Holding Nv | 13,245 | US$26.4M | 2.6% |
| Mettler-toledo International, Inc. | 19,323 | US$24.7M | 2.5% |
| Transdigm Group Inc. | 15,677 | US$20.9M | 2.1% |
| Danaher Corporation | 95,212 | US$18.1M | 1.8% |
| Unilever Plc | 285K | US$17.1M | 1.7% |
| Oracle Corporation | 112K | US$16.4M | 1.6% |
| American Tower Corporation (reit) | 81,434 | US$13.3M | 1.3% |
| Standardaero, Inc. | 428K | US$12.8M | 1.3% |
| Heico Corporation | 44,295 | US$11.4M | 1.1% |
| Qxo, Inc. | 599K | US$10.4M | 1.0% |
| Ecolab Inc. | 35,261 | US$9.82M | 0.98% |
| Nike, Inc. | 610 | US$25,041 | <0.01% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Sap Se | 0 | US$0 | 0.00% |
| Veralto Corp | 0 | US$0 | 0.00% |