MAR VISTA INVESTMENT PARTNERS LLC — 13F Holdings & Portfolio
CIK 1419999 · latest 13F-HR filed 2026-05-13
MAR VISTA INVESTMENT PARTNERS LLC manages $999.7M in 13F-reported U.S. long-equity assets across 35 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (6.55%), NVDA (6.28%), MSFT (5.91%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 7, and trimmed 21.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$999.7M
Long-equity book
35
Distinct positions
2026-03-31
Filed 2026-05-13
+2 / −1 / ↑7 / ↓21
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- GE VERNOVA INC$16.9M +506.1%
- BROADCOM INC$14.4M +50.0%
- GE AEROSPACE$13.5M +58.6%
- NETFLIX INC$13.1M +110.3%
- ANALOG DEVICES INC$5.6M +17.3%
Top Trims
- INTUIT INC-$30.2M -76.9%
- SAP SE-SPONSORED ADR-$21.5M -97.6%
- MICROSOFT CORP-$18.8M -24.1%
- LINDE PLC-$11.6M -23.9%
- TAIWAN SEMICONDUCTOR-SP ADR-$11.4M -27.2%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $65.5M | 6.55% | 258,050 | SH |
| 2 | NVIDIA CORP | NVDA | 67066G104 | $62.8M | 6.28% | 360,092 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $59.1M | 5.91% | 159,643 | SH |
| 4 | AMAZON.COM INC | AMZN | 023135106 | $56.2M | 5.62% | 269,939 | SH |
| 5 | ALPHABET INC-CL C | GOOG | 02079K107 | $50.2M | 5.02% | 175,015 | SH |
| 6 | TRANSDIGM GROUP INC | TDG | 893641100 | $45.5M | 4.55% | 39,246 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $43.3M | 4.33% | 139,777 | SH |
| 8 | VISA INC-CLASS A SHARES | V | 92826C839 | $41.4M | 4.15% | 137,140 | SH |
| 9 | JOHNSON & JOHNSON | JNJ | 478160104 | $40.6M | 4.06% | 166,000 | SH |
| 10 | MOODYS CORP | MCO | 615369105 | $40.2M | 4.02% | 92,070 | SH |
| 11 | ANALOG DEVICES INC | ADI | 032654105 | $38.0M | 3.80% | 119,456 | SH |
| 12 | LINDE PLC | LIN | G54950103 | $36.9M | 3.69% | 74,333 | SH |
| 13 | AMPHENOL CORP-CL A | APH | 032095101 | $36.7M | 3.67% | 290,461 | SH |
| 14 | AMETEK INC | AME | 031100100 | $36.7M | 3.67% | 171,125 | SH |
| 15 | GE AEROSPACE | GE | 369604301 | $36.4M | 3.64% | 128,345 | SH |
| 16 | STRYKER CORP | SYK | 863667101 | $34.1M | 3.41% | 103,638 | SH |
| 17 | TAIWAN SEMICONDUCTOR-SP ADR | TSM | 874039100 | $30.6M | 3.06% | 90,434 | SH |
| 18 | META PLATFORMS INC-CLASS A | META | 30303M102 | $30.1M | 3.01% | 52,526 | SH |
| 19 | BERKSHIRE HATHAWAY INC-CL B | BRK.B | 084670702 | $28.8M | 2.88% | 60,059 | SH |
| 20 | NETFLIX INC | NFLX | 64110L106 | $24.9M | 2.49% | 259,292 | SH |
| 21 | DANAHER CORP | DHR | 235851102 | $22.8M | 2.28% | 120,189 | SH |
| 22 | METTLER-TOLEDO INTERNATIONAL | MTD | 592688105 | $21.4M | 2.14% | 17,002 | SH |
| 23 | GE VERNOVA INC | GEV | 36828A101 | $20.2M | 2.02% | 23,191 | SH |
| 24 | UNILEVER PLC-SPONSORED ADR | UL | 904767803 | $19.7M | 1.97% | 344,958 | SH |
| 25 | ORACLE CORP | ORCL | 68389X105 | $17.6M | 1.76% | 119,505 | SH |
| 26 | AMERICAN TOWER CORP | AMT | 03027X100 | $15.4M | 1.54% | 89,283 | SH |
| 27 | HEICO CORP | HEI | 422806109 | $13.1M | 1.31% | 47,726 | SH |
| 28 | ECOLAB INC | ECL | 278865100 | $9.5M | 0.95% | 35,888 | SH |
| 29 | QXO INC | QXO | 82846H405 | $9.3M | 0.93% | 476,409 | SH |
| 30 | INTUIT INC | INTU | 461202103 | $9.1M | 0.91% | 21,020 | SH |
| 31 | ASML HOLDING NV-NY REG SHS | ASML | N07059210 | $3.0M | 0.30% | 2,304 | SH |
| 32 | SAP SE-SPONSORED ADR | SAP | 803054204 | $524.9K | 0.05% | 3,066 | SH |
| 33 | ALPHABET INC-CL A | GOOGL | 02079K305 | $211.6K | 0.02% | 736 | SH |
| 34 | VERALTO CORP | VLTO | 92338C103 | $49.8K | 0.00% | 563 | SH |
| 35 | NIKE INC CL B | NKE | 654106103 | $32.2K | 0.00% | 610 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $999.7M | 35 | 0001214659-26-006024 |
| 2025-12-31 | 2026-02-17 | $1.09B | 34 | 0001214659-26-001835 |
| 2025-09-30 | 2025-11-12 | $1.15B | 32 | 0001214659-25-016167 |