Holdings
Mar Vista Investment Partners LLC
As of Jun 30, 2026, Mar Vista Investment Partners LLC reported 31 positions worth US$969M. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 350K | US$70.1M | −9,770 | Jun 30, 2026 |
| Apple Inc | 226K | US$65.5M | −31,708 | Jun 30, 2026 |
| Microsoft Corp. | 140K | US$52.2M | −19,579 | Jun 30, 2026 |
| Broadcom Inc. | 136K | US$51.3M | −3,879 | Jun 30, 2026 |
| Ge Aerospace | 130K | US$48.7M | +1,973 | Jun 30, 2026 |
| Amphenol Corporation | 259K | US$45.7M | −31,419 | Jun 30, 2026 |
| Visa Inc. | 126K | US$43.4M | −10,647 | Jun 30, 2026 |
| Amazon.com, Inc. | 181K | US$43.2M | −88,575 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 112K | US$39.9M | −63,756 | Jun 30, 2026 |
| Moody's Corporation | 85,542 | US$38.7M | −6,528 | Jun 30, 2026 |