Institutional
MAR VISTA INVESTMENT PARTNERS LLC
CIK 0001419999
$999.7M
Reported AUM
35
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · MAR VISTA INVESTMENT PARTNERS LLC · Q1 2026
AI · grounded in 13F
MAR VISTA INVESTMENT PARTNERS LLC closed its position in CRM, reducing its exposure by $19.8M. The fund established new positions in ECL for $9.5M and QXO for $9.2M. Additionally, the manager increased its holdings in GEV by 353.8% and NFLX by 105.1%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $65.5M | 6.55% | — | HELD |
| 2 | NVDA | NVIDIA CORP | $190.01 | -3.55% | 13.56% | 782.99% | $62.8M | 6.28% | — | HELD |
| 3 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $59.1M | 5.91% | — | HELD |
| 4 | AMZN | AMAZON.COM INC | $226.65 | -1.82% | 7.50% | 33.03% | $56.2M | 5.62% | — | HELD |
| 5 | GOOG | ALPHABET INC-CL C | $335.76 | 0.95% | 75.60% | 130.67% | $50.2M | 5.02% | — | HELD |
| 6 | TDG | TRANSDIGM GROUP INC | $1264.60 | -3.32% | -11.80% | 159.06% | $45.5M | 4.55% | — | HELD |
| 7 | AVGO | BROADCOM INC | $370.32 | -2.78% | 31.81% | 734.42% | $43.3M | 4.33% | — | HELD |
| 8 | V | VISA INC-CLASS A SHARES | $368.73 | 0.58% | 9.62% | 67.02% | $41.4M | 4.15% | — | HELD |
| 9 | JNJ | JOHNSON & JOHNSON | $265.53 | -0.45% | 64.28% | 77.25% | $40.6M | 4.06% | — | HELD |
| 10 | MCO | MOODYS CORP | $483.24 | -0.20% | -2.79% | 32.16% | $40.2M | 4.02% | — | HELD |
| 11 | ADI | ANALOG DEVICES INC | $353.37 | -3.41% | 64.05% | 138.71% | $38.0M | 3.80% | — | HELD |
| 12 | LIN | LINDE PLC | $511.17 | 0.00% | 11.84% | 72.45% | $36.9M | 3.69% | — | HELD |
| 13 | APH | AMPHENOL CORP-CL A | $150.31 | 4.49% | 38.85% | 292.78% | $36.7M | 3.67% | — | HELD |
| 14 | AME | AMETEK INC | $235.25 | -2.56% | 33.23% | 83.43% | $36.7M | 3.67% | — | HELD |
| 15 | GE | GE AEROSPACE | $350.63 | -3.56% | 30.82% | 446.84% | $36.4M | 3.64% | — | HELD |
| 16 | SYK | STRYKER CORP | $352.25 | 1.63% | -6.40% | 33.06% | $34.1M | 3.41% | — | HELD |
| 17 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $374.67 | -4.50% | 61.05% | 241.53% | $30.6M | 3.06% | — | HELD |
| 18 | META | META PLATFORMS INC-CLASS A | $585.61 | -1.31% | -20.62% | 57.79% | $30.1M | 3.01% | — | HELD |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC-CL B | — | — | — | — | $28.8M | 2.88% | — | HELD |
| 20 | NFLX | NETFLIX INC | $73.63 | 1.71% | -36.45% | 29.36% | $24.9M | 2.49% | — | HELD |
| 21 | DHR | DANAHER CORP | $196.49 | -1.29% | 1.74% | -29.02% | $22.8M | 2.28% | — | HELD |
| 22 | MTD | METTLER-TOLEDO INTERNATIONAL | $1388.33 | 0.00% | 15.96% | -10.59% | $21.4M | 2.14% | — | HELD |
| 23 | GEV | GE VERNOVA INC | $900.28 | -4.57% | 44.02% | 516.33% | $20.2M | 2.02% | — | HELD |
| 24 | UL | UNILEVER PLC-SPONSORED ADR | $66.00 | -1.30% | 1.63% | 26.06% | $19.7M | 1.97% | — | HELD |
| 25 | ORCL | ORACLE CORP | $117.74 | -1.85% | -50.36% | 43.97% | $17.6M | 1.76% | — | HELD |
| 26 | AMT | AMERICAN TOWER CORP | $179.26 | 4.52% | -14.19% | -29.88% | $15.4M | 1.54% | — | HELD |
| 27 | HEI | HEICO CORP | $355.23 | -2.26% | 8.87% | 180.32% | $13.1M | 1.31% | — | HELD |
| 28 | ECL | ECOLAB INC | $283.70 | 0.28% | 9.54% | 32.71% | $9.5M | 0.95% | — | HELD |
| 29 | QXO | QXO INC | $13.40 | -5.96% | -28.56% | -69.62% | $9.3M | 0.93% | — | HELD |
| 30 | INTU | INTUIT INC | $333.13 | 6.43% | -57.09% | -39.66% | $9.1M | 0.91% | — | HELD |
| 31 | ASML | ASML HOLDING NV-NY REG SHS | $1550.69 | -2.04% | — | — | $3.0M | 0.30% | — | HELD |
| 32 | SAP | SAP SE-SPONSORED ADR | $185.99 | 3.81% | — | — | $525K | 0.05% | — | HELD |
| 33 | GOOGL | ALPHABET INC-CL A | $336.71 | 0.90% | — | — | $212K | 0.02% | — | HELD |
| 34 | VLTO | VERALTO CORP | $98.83 | 0.37% | — | — | $50K | 0.00% | — | HELD |
| 35 | NKE | NIKE INC CL B | $43.22 | 0.39% | — | — | $32K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001214659-26-006024. 13F discloses long positions only — shorts, foreign equities, and options are excluded.