# MAR VISTA INVESTMENT PARTNERS LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1419999. Source: https://holderbook.com/funds/1419999-mar-vista-investment-partners-llc/

- Reported value: $1.0B
- Positions: 33
- Weight of the ten largest: 49.6%
- Filed: 2026-08-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $70.1M | 350,322 | 7.0% | 6 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $65.5M | 226,342 | 6.5% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $52.2M | 140,064 | 5.2% | 26 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $51.3M | 135,898 | 5.1% | 9 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $48.7M | 130,318 | 4.8% | 5 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $45.7M | 259,042 | 4.5% | 25 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $43.4M | 126,493 | 4.3% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $43.2M | 181,364 | 4.3% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $39.7M | 112,334 | 4.0% | 31 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $38.7M | 85,542 | 3.9% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $38.5M | 80,628 | 3.8% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $37.2M | 146,288 | 3.7% | 31 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $36.1M | 149,014 | 3.6% | 22 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $35.6M | 113,049 | 3.5% | 12 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $35.5M | 68,335 | 3.5% | 14 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $30.7M | 26,096 | 3.1% | 3 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $29.9M | 75,348 | 3.0% | 11 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $27.7M | 49,223 | 2.8% | 9 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $27.1M | 54,156 | 2.7% | 31 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $26.6M | 371,863 | 2.6% | 3 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $26.4M | 13,245 | 2.6% | 3 |
| METTLER TOLEDO INTERNATIONAL | [MTD](https://holderbook.com/stocks/MTD/) | $24.7M | 19,323 | 2.5% | 31 |
| TRANSDIGM GROUP INC | [TDG](https://holderbook.com/stocks/TDG/) | $20.9M | 15,677 | 2.1% | 31 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $18.1M | 95,212 | 1.8% | 12 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $17.1M | 284,749 | 1.7% | 3 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $16.4M | 111,863 | 1.6% | 14 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $13.3M | 81,434 | 1.3% | 31 |
| STANDARDAERO INC | [SARO](https://holderbook.com/stocks/SARO/) | $12.8M | 427,847 | 1.3% | 1 |
| HEICO CORP NEW | [HEI](https://holderbook.com/stocks/HEI/) | $11.4M | 32,073 | 1.1% | 14 |
| QXO INC | [QXO](https://holderbook.com/stocks/QXO/) | $10.4M | 599,330 | 1.0% | 2 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $9.8M | 35,261 | 1.0% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $180.5K | 505 | 0.0% | 31 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $25.0K | 610 | 0.0% | 26 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.0% | +14.8% | -2.8% | 100% |
| Q1 2026 | -8.2% | -4.6% | -3.6% | 100% |
| Q4 2025 | +0.7% | +2.4% | -1.7% | 100% |
| Q3 2025 | +3.4% | +7.8% | -4.4% | 100% |
| Q2 2025 | +13.2% | +10.5% | +2.7% | 100% |
| Q1 2025 | -3.4% | -4.6% | +1.2% | 100% |
| Q4 2024 | -1.8% | +2.1% | -4.0% | 100% |
| Q3 2024 | +6.2% | +5.4% | +0.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.0B | 33 |
| Q1 2026 | $999.7M | 35 |
| Q4 2025 | $1.1B | 34 |
| Q3 2025 | $1.2B | 32 |
| Q2 2025 | $1.3B | 57 |
| Q1 2025 | $1.2B | 56 |
| Q4 2024 | $1.5B | 56 |
| Q3 2024 | $1.6B | 59 |
| Q2 2024 | $2.0B | 61 |
| Q1 2024 | $2.3B | 60 |
| Q4 2023 | $2.2B | 63 |
| Q3 2023 | $2.1B | 58 |