MAR VISTA INVESTMENT PARTNERS LLC — 13F Holdings & Portfolio
CIK 1419999 · latest 13F-HR filed 2026-08-10
MAR VISTA INVESTMENT PARTNERS LLC manages $1.00B in 13F-reported U.S. long-equity assets across 33 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.98%), AAPL (6.52%), MSFT (5.20%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 3, added to 10, and trimmed 15.
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.
SUITE 320
LOS ANGELES, CA 90025
$1.00B
Long-equity book
33
Distinct positions
2026-06-30
Filed 2026-08-10
+1 / −3 / ↑10 / ↓15
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ASML HOLDING NV-NY REG SHS$23.3M +765.9%
- GE AEROSPACE$12.3M +33.7%
- GE VERNOVA INC$10.4M +51.5%
- AMPHENOL CORP-CL A$9.0M +24.5%
- BROADCOM INC$8.1M +18.7%
Top Trims
- TRANSDIGM GROUP INC-$24.6M -54.1%
- AMAZON.COM INC-$13.0M -23.1%
- ALPHABET INC-CL C-$10.5M -20.9%
- ANALOG DEVICES INC-$8.1M -21.3%
- MICROSOFT CORP-$6.8M -11.6%
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 | NVIDIA CORP | NVDA | 67066G104 | $70.1M | 6.98% | 350,322 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $65.5M | 6.52% | 226,342 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $52.2M | 5.20% | 140,064 | SH |
| 4 | BROADCOM INC | AVGO | 11135F101 | $51.3M | 5.11% | 135,898 | SH |
| 5 | GE AEROSPACE | GE | 369604301 | $48.7M | 4.85% | 130,318 | SH |
| 6 | AMPHENOL CORP-CL A | APH | 032095101 | $45.7M | 4.55% | 259,042 | SH |
| 7 | VISA INC-CLASS A SHARES | V | 92826C839 | $43.4M | 4.32% | 126,493 | SH |
| 8 | AMAZON.COM INC | AMZN | 023135106 | $43.2M | 4.30% | 181,364 | SH |
| 9 | ALPHABET INC-CL C | GOOG | 02079K107 | $39.7M | 3.95% | 112,334 | SH |
| 10 | MOODYS CORP | MCO | 615369105 | $38.7M | 3.86% | 85,542 | SH |
| 11 | TAIWAN SEMICONDUCTOR-SP ADR | TSM | 874039100 | $38.5M | 3.83% | 80,628 | SH |
| 12 | JOHNSON & JOHNSON | JNJ | 478160104 | $37.2M | 3.70% | 146,288 | SH |
| 13 | AMETEK INC | AME | 031100100 | $36.1M | 3.59% | 149,014 | SH |
| 14 | STRYKER CORP | SYK | 863667101 | $35.6M | 3.54% | 113,049 | SH |
| 15 | LINDE PLC | LIN | G54950103 | $35.5M | 3.53% | 68,335 | SH |
| 16 | GE VERNOVA INC | GEV | 36828A101 | $30.7M | 3.05% | 26,096 | SH |
| 17 | ANALOG DEVICES INC | ADI | 032654105 | $29.9M | 2.98% | 75,348 | SH |
| 18 | META PLATFORMS INC-CLASS A | META | 30303M102 | $27.7M | 2.76% | 49,223 | SH |
| 19 | BERKSHIRE HATHAWAY INC-CL B | BRK.B | 084670702 | $27.1M | 2.70% | 54,156 | SH |
| 20 | NETFLIX INC | NFLX | 64110L106 | $26.6M | 2.64% | 371,863 | SH |
| 21 | ASML HOLDING NV-NY REG SHS | ASML | N07059210 | $26.4M | 2.62% | 13,245 | SH |
| 22 | METTLER-TOLEDO INTERNATIONAL | MTD | 592688105 | $24.7M | 2.46% | 19,323 | SH |
| 23 | TRANSDIGM GROUP INC | TDG | 893641100 | $20.9M | 2.08% | 15,677 | SH |
| 24 | DANAHER CORP | DHR | 235851102 | $18.1M | 1.80% | 95,212 | SH |
| 25 | UNILEVER PLC-SPONSORED ADR | UL | 904767803 | $17.1M | 1.70% | 284,749 | SH |
| 26 | ORACLE CORP | ORCL | 68389X105 | $16.4M | 1.63% | 111,863 | SH |
| 27 | AMERICAN TOWER CORP | AMT | 03027X100 | $13.3M | 1.33% | 81,434 | SH |
| 28 | STANDARDAERO INC | SARO | 85423L103 | $12.8M | 1.27% | 427,847 | SH |
| 29 | HEICO CORP | HEI | 422806109 | $11.4M | 1.14% | 32,073 | SH |
| 30 | QXO INC | QXO | 82846H405 | $10.4M | 1.03% | 599,330 | SH |
| 31 | ECOLAB INC | ECL | 278865100 | $9.8M | 0.98% | 35,261 | SH |
| 32 | ALPHABET INC-CL A | GOOGL | 02079K305 | $180.5K | 0.02% | 505 | SH |
| 33 | NIKE INC CL B | NKE | 654106103 | $25.0K | 0.00% | 610 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-10 | $1.00B | 33 | 0001214659-26-009789 |
| 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 |