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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $65.5M | 6.55% | +4,479 | +1.8% |
| 2 | NVDA | NVIDIA CORP | $205.10 | -6.20% | 44.92% | 955.49% | $62.8M | 6.28% | +44,370 | +14.1% |
| 3 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $59.1M | 5.91% | −1,432 | −0.9% |
| 4 | AMZN | AMAZON.COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $56.2M | 5.62% | −1,678 | −0.6% |
| 5 | GOOG | ALPHABET INC-CL C | $365.76 | -0.95% | 109.82% | 172.71% | $50.2M | 5.02% | +4,037 | +2.4% |
| 6 | TDG | TRANSDIGM GROUP INC | $1238.74 | 0.87% | -9.69% | 132.48% | $45.5M | 4.55% | −545 | −1.4% |
| 7 | AVGO | BROADCOM INC | $385.73 | -7.92% | 57.48% | 771.51% | $43.3M | 4.33% | +56,434 | +67.7% |
| 8 | V | VISA INC-CLASS A SHARES | $323.57 | 1.06% | -11.91% | 36.33% | $41.4M | 4.15% | +4,639 | +3.5% |
| 9 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | 53.90% | 55.59% | $40.6M | 4.06% | −3,614 | −2.1% |
| 10 | MCO | MOODYS CORP | $451.35 | 0.49% | -6.92% | 25.21% | $40.2M | 4.02% | +4,508 | +5.1% |
| 11 | ADI | ANALOG DEVICES INC | $401.39 | -6.38% | 83.85% | 160.94% | $38.0M | 3.80% | −8 | −0.0% |
| 12 | LIN | LINDE PLC | $507.90 | 0.09% | 9.24% | 76.81% | $36.9M | 3.69% | −39,200 | −34.5% |
| 13 | APH | AMPHENOL CORP-CL A | $138.81 | -5.42% | 49.74% | 300.06% | $36.7M | 3.67% | −6,263 | −2.1% |
| 14 | AME | AMETEK INC | $226.55 | -0.97% | 27.85% | 68.06% | $36.7M | 3.67% | −4,199 | −2.4% |
| 15 | GE | GE AEROSPACE | $328.00 | 0.11% | 28.99% | 419.83% | $36.4M | 3.64% | +53,773 | +72.1% |
| 16 | SYK | STRYKER CORP | $305.66 | 1.48% | -19.61% | 18.51% | $34.1M | 3.41% | +2,465 | +2.4% |
| 17 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $415.17 | -6.69% | 104.85% | 285.24% | $30.6M | 3.06% | −47,682 | −34.5% |
| 18 | META | META PLATFORMS INC-CLASS A | $593.00 | -5.51% | -14.74% | 67.74% | $30.1M | 3.01% | −3,620 | −6.4% |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC-CL B | — | — | — | — | $28.8M | 2.88% | +157 | +0.3% |
| 20 | NFLX | NETFLIX INC | $82.18 | 0.76% | -33.80% | 58.78% | $24.9M | 2.49% | +132,848 | +105.1% |
| 21 | DHR | DANAHER CORP | $184.30 | -1.25% | -5.33% | -28.54% | $22.8M | 2.28% | +13,124 | +12.3% |
| 22 | MTD | METTLER-TOLEDO INTERNATIONAL | $1154.33 | -2.22% | -2.53% | -21.67% | $21.4M | 2.14% | +361 | +2.2% |
| 23 | GEV | GE VERNOVA INC | $933.61 | -3.09% | 92.92% | 509.64% | $20.2M | 2.02% | +18,081 | +353.8% |
| 24 | UL | UNILEVER PLC-SPONSORED ADR | $56.72 | 3.03% | -17.28% | 4.40% | $19.7M | 1.97% | +8,491 | +2.5% |
| 25 | ORCL | ORACLE CORP | $213.68 | -9.59% | 24.02% | 162.37% | $17.6M | 1.76% | −2,588 | −2.1% |
| 26 | AMT | AMERICAN TOWER CORP | $194.12 | 0.11% | -5.30% | -20.51% | $15.4M | 1.54% | +1,510 | +1.7% |
| 27 | HEI | HEICO CORP | $331.43 | -0.46% | 9.34% | 146.22% | $13.1M | 1.31% | +901 | +1.9% |
| 28 | ECL | ECOLAB INC | $257.97 | 1.43% | -2.40% | 23.16% | $9.5M | 0.95% | +35,888 | NEW |
| 29 | QXO | QXO INC | $15.76 | -2.90% | -17.05% | -71.03% | $9.3M | 0.93% | +476,409 | NEW |
| 30 | INTU | INTUIT INC | $296.76 | -1.73% | -61.23% | -42.11% | $9.1M | 0.91% | −38,278 | −64.6% |
| 31 | ASML | ASML HOLDING NV-NY REG SHS | $1641.74 | -6.59% | — | — | $3.0M | 0.30% | −1,343 | −36.8% |
| 32 | SAP | SAP SE-SPONSORED ADR | $184.77 | -1.27% | — | — | $525K | 0.05% | −87,764 | −96.6% |
| 33 | GOOGL | ALPHABET INC-CL A | $368.53 | -0.98% | — | — | $212K | 0.02% | −26 | −3.4% |
| 34 | VLTO | VERALTO CORP | $86.05 | 1.55% | — | — | $50K | 0.00% | −99,871 | −99.4% |
| 35 | NKE | NIKE INC CL B | $42.98 | -1.47% | — | — | $32K | 0.00% | +31 | +5.4% |
| 36 | CRM | SALESFORCE INC | $185.66 | -1.64% | — | — | — | — | −74,929 | EXITED |
Source: SEC EDGAR · accession 0001214659-26-006024. 13F discloses long positions only — shorts, foreign equities, and options are excluded.