Mar Vista Investment Partners LLC reported 33 positions worth $1.00B for the quarter ended Jun 30, 2026, up 0.5% on the prior quarter. It opened 1 new position, added to 7, trimmed 24 and exited 3. Its largest holding is Nvidia Corp at 7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ASML Asml Holding Nv | +10.9K | +474.9% | $21.77M | 2.62% |
| SARO StandardAero, Inc. | +427.8K | – | $12.80M | 1.27% |
| NFLX Netflix Inc | +112.6K | +43.4% | $8.04M | 2.64% |
| GEV GE Vernova Inc. | +2,905 | +12.5% | $3.41M | 3.05% |
| MTD Mettler Toledo International Inc/ | +2,321 | +13.7% | $2.97M | 2.46% |
| SYK Stryker Corp | +9,411 | +9.1% | $2.96M | 3.54% |
| QXO QXO, Inc. | +122.9K | +25.8% | $2.12M | 1.03% |
| GE General Electric Co | +1,973 | +1.5% | $737.37K | 4.85% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TDG TransDigm Group INC | -23.6K | -60.1% | $31.39M | 2.08% |
| GOOG Alphabet Inc. | -62.7K | -35.8% | $22.15M | 3.95% |
| AMZN Amazon Com Inc | -88.6K | -32.8% | $21.11M | 4.3% |
| ADI Analog Devices Inc | -44.1K | -36.9% | $17.52M | 2.98% |
| AAPL Apple Inc. | -31.7K | -12.3% | $9.18M | 6.52% |
| INTU Intuit Inc. | -21.0K | -100.0% | $9.09M | Exited |
| MSFT Microsoft Corp | -19.6K | -12.3% | $7.30M | 5.2% |
| HEI Heico Corp | -15.7K | -32.8% | $5.58M | 1.14% |
| APH Amphenol Corp | -62.8K | -10.8% | $5.54M | 4.55% |
| AME Ametek Inc/ | -22.1K | -12.9% | $5.35M | 3.59% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SARO StandardAero, Inc. | +427.8K | $12.80M | 1.27% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 350.3K | $70.10M | 6.98% | -9,770 | -2.7% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 226.3K | $65.49M | 6.52% | -31.7K | -12.3% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 140.1K | $52.25M | 5.2% | -19.6K | -12.3% | Reduced | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 135.9K | $51.34M | 5.11% | -3,879 | -2.8% | Reduced | 0% |
| 5 | GE General Electric Co | Industrials | 130.3K | $48.70M | 4.85% | +1,973 | +1.5% | Added | 0.01% |
| 6 | APH Amphenol Corp | Industrials | 518.1K | $45.67M | 4.55% | -62.8K | -10.8% | Reduced | 0.02% |
| 7 | V Visa Inc. | Financial Services | 126.5K | $43.40M | 4.32% | -10.6K | -7.8% | Reduced | 0.01% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 181.4K | $43.23M | 4.3% | -88.6K | -32.8% | Reduced | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 112.3K | $39.69M | 3.95% | -62.7K | -35.8% | Reduced | 0% |
| 10 | MCO Moodys Corp | Financial Services | 85.5K | $38.74M | 3.86% | -6,528 | -7.1% | Reduced | 0.05% |
| 11 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 80.6K | $38.51M | 3.83% | -9,806 | -10.8% | Reduced | 0% |
| 12 | JNJ Johnson & Johnson | Healthcare | 146.3K | $37.15M | 3.7% | -19.7K | -11.9% | Reduced | 0.01% |
| 13 | AME Ametek Inc/ | Industrials | 149.0K | $36.05M | 3.59% | -22.1K | -12.9% | Reduced | 0.06% |
| 14 | SYK Stryker Corp | Healthcare | 113.0K | $35.59M | 3.54% | +9,411 | +9.1% | Added | 0.03% |
| 15 | LIN Linde Plc | Basic Materials | 68.3K | $35.46M | 3.53% | -5,998 | -8.1% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Mar Vista Investment Partners.
As of its Q2 2026 13F filing, Mar Vista Investment Partners LLC’s five largest positions were Nvidia Corp (NVDA) at 7.0%, Apple Inc. (AAPL) at 6.5%, Microsoft Corp (MSFT) at 5.2%, Broadcom Inc. (AVGO) at 5.1%, General Electric Co (GE) at 4.8% of the reported portfolio.
Mar Vista Investment Partners LLC reported a 13F portfolio worth $1.00B across 33 positions for Q2 2026. That is up 0.5% from the previous quarter.
Its largest purchases by value were Asml Holding Nv ($21.77M), StandardAero, Inc. ($12.80M), Netflix Inc ($8.04M). It opened 1 new positions.
Its largest sales by value were TransDigm Group INC ($31.39M), Alphabet Inc. ($22.15M), Amazon Com Inc ($21.11M). It exited 3 positions entirely.
From the Form 13F-HR reports Mar Vista Investment Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.