2026 Q2 Portfolio Activity
In 2026 Q2, MAR VISTA INVESTMENT PARTNERS LLC maintained a portfolio of 36 distinct positions. The most significant new addition was STANDARDAERO INC, now representing 1.27% of the total fund value. They heavily accumulated shares in ASML HOLDING NV-NY REG SHS, increasing the position by 474.9%. The fund also reduced its exposure to TRANSDIGM GROUP INC by 60.1%.
Position History
hover any row below to update
Loading…
Total Positions
36
Quarter
2026 Q2
Top Holding
NVDA (7.0%)
Top 10 Concentration
49.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-36 of 36
MAR VISTA INVESTMENT PARTNERS LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORP
|
Technology | 6.98% | 6.28% |
#1
1
Prev: #2
|
5.3 |
—
|
-9,770 | -2.7% |
P
S
|
350,322 | $70,095,929 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AAPL
APPLE INC
|
Technology | 6.52% | 6.55% |
#2
1
Prev: #1
|
4.6 |
—
|
-31,708 | -12.3% |
P
S
|
226,342 | $65,494,321 | 2009 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.20% | 5.91% |
#3
Prev: #3
|
3.6 |
—
|
-19,579 | -12.3% |
P
S
|
140,064 | $52,246,673 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AVGO
BROADCOM INC
|
Technology | 5.11% | 4.33% |
#4
3
Prev: #7
|
3.0 |
—
|
-3,879 | -2.8% |
P
S
|
135,898 | $51,335,470 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GE
GE AEROSPACE
|
Industrials | 4.85% | 3.64% |
#5
10
Prev: #15
|
2.9 |
—
|
1,973 | 1.5% |
P
S
|
130,318 | $48,703,746 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
APH
AMPHENOL CORP-C...
|
Technology | 4.55% | 3.67% |
#6
7
Prev: #13
|
2.3 |
—
|
-31,419 | -10.8% |
P
S
|
259,042 | $45,674,285 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
V
VISA INC-CLASS ...
|
Financial Services | 4.32% | 4.15% |
#7
1
Prev: #8
|
2.2 |
—
|
-10,647 | -7.8% |
P
S
|
126,493 | $43,398,483 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 4.30% | 5.62% |
#8
4
Prev: #4
|
1.7 |
—
|
-88,575 | -32.8% |
P
S
|
181,364 | $43,226,296 | 2009 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GOOG
ALPHABET INC-CL...
|
Communication Services | 3.95% | 5.02% |
#9
4
Prev: #5
|
1.6 |
—
|
-62,681 | -35.8% |
P
S
|
112,334 | $39,690,972 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MCO
MOODYS CORP
|
Financial Services | 3.86% | 4.02% |
#10
Prev: #10
|
2.0 |
—
|
-6,528 | -7.1% |
P
S
|
85,542 | $38,743,683 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 3.83% | 3.06% |
#11
6
Prev: #17
|
2.0 |
—
|
-9,806 | -10.8% |
P
S
|
80,628 | $38,505,514 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 3.70% | 4.06% |
#12
3
Prev: #9
|
2.0 |
—
|
-19,712 | -11.9% |
P
S
|
146,288 | $37,152,763 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AME
AMETEK INC
|
Industrials | 3.59% | 3.67% |
#13
1
Prev: #14
|
1.9 |
—
|
-22,111 | -12.9% |
P
S
|
149,014 | $36,052,447 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SYK
STRYKER CORP
|
Healthcare | 3.54% | 3.41% |
#14
2
Prev: #16
|
3.4 |
—
|
9,411 | 9.1% |
P
S
|
113,049 | $35,592,347 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
LIN
LINDE PLC
|
Basic Materials | 3.53% | 3.69% |
#15
3
Prev: #12
|
1.9 |
—
|
-5,998 | -8.1% |
P
S
|
68,335 | $35,461,765 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 3.05% | 2.02% |
#16
7
Prev: #23
|
3.2 |
—
|
2,905 | 12.5% |
P
S
|
26,096 | $30,659,147 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 2.98% | 3.80% |
#17
6
Prev: #11
|
1.2 |
—
|
-44,108 | -36.9% |
P
S
|
75,348 | $29,925,965 | 2009 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.76% | 3.01% |
#18
Prev: #18
|
1.6 |
—
|
-3,303 | -6.3% |
P
S
|
49,223 | $27,726,824 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.70% | 2.88% |
#19
Prev: #19
|
1.6 |
—
|
-5,903 | -9.8% |
P
S
|
54,156 | $27,099,121 | 2010 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
NFLX
NETFLIX INC
|
Communication Services | 2.64% | 2.49% |
#20
Prev: #20
|
3.6 |
—
|
112,571 | 43.4% |
P
S
|
371,863 | $26,551,018 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ASML
ASML HOLDING NV...
|
Technology | 2.62% | 0.30% |
#21
10
Prev: #31
|
4.0 |
—
|
10,941 | 474.9% |
P
S
|
13,245 | $26,350,133 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MTD
METTLER-TOLEDO ...
|
Healthcare | 2.46% | 2.14% |
#22
Prev: #22
|
3.0 |
—
|
2,321 | 13.7% |
P
S
|
19,323 | $24,685,326 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 2.08% | 4.55% |
#23
17
Prev: #6
|
0.8 |
—
|
-23,569 | -60.1% |
P
S
|
15,677 | $20,882,391 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DHR
DANAHER CORP
|
Healthcare | 1.80% | 2.28% |
#24
3
Prev: #21
|
0.7 |
—
|
-24,977 | -20.8% |
P
S
|
95,212 | $18,135,982 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
UL
UNILEVER PLC-SP...
|
Consumer Defensive | 1.70% | 1.97% |
#25
1
Prev: #24
|
1.2 |
—
|
-60,209 | -17.5% |
P
S
|
284,749 | $17,119,110 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ORCL
ORACLE CORP
|
Technology | 1.63% | 1.76% |
#26
1
Prev: #25
|
1.2 |
—
|
-7,642 | -6.4% |
P
S
|
111,863 | $16,393,523 | 2009 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 1.33% | 1.54% |
#27
1
Prev: #26
|
1.0 |
—
|
-7,849 | -8.8% |
P
S
|
81,434 | $13,320,159 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SARO
STANDARDAERO IN...
|
Industrials | 1.27% | — |
#28
Prev: #—
|
4.0 |
—
|
427,847 | — |
NEW
|
427,847 | $12,796,904 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
HEI
HEICO CORP
|
Industrials | 1.14% | 1.31% |
#29
2
Prev: #27
|
0.5 |
—
|
-15,653 | -32.8% |
P
S
|
32,073 | $11,424,082 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
QXO
QXO INC
|
Industrials | 1.03% | 0.93% |
#30
1
Prev: #29
|
2.9 |
—
|
122,921 | 25.8% |
P
S
|
599,330 | $10,356,422 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 0.98% | 0.95% |
#31
3
Prev: #28
|
0.9 |
—
|
-627 | -1.7% |
P
S
|
35,261 | $9,824,067 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GOOGL
ALPHABET INC-CL...
|
Communication Services | 0.02% | 0.02% |
#32
1
Prev: #33
|
0.0 |
—
|
-231 | -31.4% |
P
S
|
505 | $180,472 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
NKE
NIKE INC CL B
|
Consumer Cyclical | 0.00% | 0.00% |
#33
2
Prev: #35
|
1.0 |
—
|
no change | no change |
P
S
|
610 | $25,041 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VLTO
VERALTO CORP
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #34) |
0.0 |
—
|
-563 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SAP
SAP SE-SPONSORE...
|
Technology | 0.00% | 0.05% |
Sold All 😨
(Was: #32) |
0.0 |
—
|
-3,066 | -100.0% |
CLOSED
|
— | $— | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
INTU
INTUIT INC
|
Technology | 0.00% | 0.91% |
Sold All 😨
(Was: #30) |
0.0 |
—
|
-21,020 | -100.0% |
CLOSED
|
— | $— | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 |
Showing 1-36 of 36 holdings