2026 Q1 Portfolio Activity
In 2026 Q1, MAR VISTA INVESTMENT PARTNERS LLC maintained a portfolio of 36 distinct positions. The most significant new addition was ECOLAB INC, now representing 0.95% of the total fund value. They heavily accumulated shares in GE VERNOVA INC, increasing the position by 353.8%. The fund also reduced its exposure to INTUIT INC by 64.6%.
Position History
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Total Positions
36
Quarter
2026 Q1
Top Holding
AAPL (6.6%)
Top 10 Concentration
50.5%
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 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 6.55% | 6.33% |
#1
1
Prev: #2
|
5.1 |
—
|
4,479 | 1.8% |
P
S
|
258,050 | $65,490,510 | 2009 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NVDA
NVIDIA CORP
|
Technology | 6.28% | 5.40% |
#2
2
Prev: #4
|
6.0 |
—
|
44,370 | 14.1% |
P
S
|
360,092 | $62,800,045 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.91% | 7.15% |
#3
2
Prev: #1
|
3.9 |
—
|
-1,432 | -0.9% |
P
S
|
159,643 | $59,095,049 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 5.62% | 5.75% |
#4
1
Prev: #3
|
3.2 |
—
|
-1,678 | -0.6% |
P
S
|
269,939 | $56,220,196 | 2009 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOG
ALPHABET INC-CL...
|
Communication Services | 5.02% | 4.92% |
#5
Prev: #5
|
3.0 |
—
|
4,037 | 2.4% |
P
S
|
175,015 | $50,204,803 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 4.55% | 4.86% |
#6
Prev: #6
|
2.3 |
—
|
-545 | -1.4% |
P
S
|
39,246 | $45,484,544 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 4.33% | 2.65% |
#7
12
Prev: #19
|
4.7 |
—
|
56,434 | 67.7% |
P
S
|
139,777 | $43,262,379 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
V
VISA INC-CLASS ...
|
Financial Services | 4.15% | 4.27% |
#8
Prev: #8
|
2.2 |
—
|
4,639 | 3.5% |
P
S
|
137,140 | $41,449,194 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 4.06% | 3.22% |
#9
7
Prev: #16
|
2.1 |
—
|
-3,614 | -2.1% |
P
S
|
166,000 | $40,577,040 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MCO
MOODYS CORP
|
Financial Services | 4.02% | 4.11% |
#10
1
Prev: #9
|
3.6 |
—
|
4,508 | 5.1% |
P
S
|
92,070 | $40,165,538 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 3.80% | 2.97% |
#11
6
Prev: #17
|
2.0 |
—
|
-8 | -0.0% |
P
S
|
119,456 | $38,003,732 | 2009 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LIN
LINDE PLC
|
Basic Materials | 3.69% | 4.44% |
#12
5
Prev: #7
|
1.5 |
—
|
-39,200 | -34.5% |
P
S
|
74,333 | $36,851,328 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
APH
AMPHENOL CORP-C...
|
Technology | 3.67% | 3.68% |
#13
2
Prev: #11
|
2.0 |
—
|
-6,263 | -2.1% |
P
S
|
290,461 | $36,699,747 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AME
AMETEK INC
|
Industrials | 3.67% | 3.30% |
#14
Prev: #14
|
2.0 |
—
|
-4,199 | -2.4% |
P
S
|
171,125 | $36,682,355 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GE
GE AEROSPACE
|
Industrials | 3.64% | 2.11% |
#15
8
Prev: #23
|
4.5 |
—
|
53,773 | 72.1% |
P
S
|
128,345 | $36,420,461 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SYK
STRYKER CORP
|
Healthcare | 3.41% | 3.26% |
#16
1
Prev: #15
|
1.9 |
—
|
2,465 | 2.4% |
P
S
|
103,638 | $34,054,410 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 3.06% | 3.85% |
#17
7
Prev: #10
|
1.2 |
—
|
-47,682 | -34.5% |
P
S
|
90,434 | $30,562,170 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 3.01% | 3.40% |
#18
5
Prev: #13
|
1.7 |
—
|
-3,620 | -6.4% |
P
S
|
52,526 | $30,051,700 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.88% | 2.76% |
#19
1
Prev: #18
|
1.7 |
—
|
157 | 0.3% |
P
S
|
60,059 | $28,780,273 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NFLX
NETFLIX INC
|
Communication Services | 2.49% | 1.09% |
#20
9
Prev: #29
|
4.0 |
—
|
132,848 | 105.1% |
P
S
|
259,292 | $24,930,926 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DHR
DANAHER CORP
|
Healthcare | 2.28% | 2.25% |
#21
1
Prev: #20
|
2.9 |
—
|
13,124 | 12.3% |
P
S
|
120,189 | $22,787,834 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MTD
METTLER-TOLEDO ...
|
Healthcare | 2.14% | 2.13% |
#22
Prev: #22
|
1.4 |
—
|
361 | 2.2% |
P
S
|
17,002 | $21,442,922 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 2.02% | 0.31% |
#23
9
Prev: #32
|
3.8 |
—
|
18,081 | 353.8% |
P
S
|
23,191 | $20,243,424 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
UL
UNILEVER PLC-SP...
|
Consumer Defensive | 1.97% | 2.03% |
#24
Prev: #24
|
1.3 |
—
|
8,491 | 2.5% |
P
S
|
344,958 | $19,652,257 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ORCL
ORACLE CORP
|
Technology | 1.76% | 2.18% |
#25
4
Prev: #21
|
1.2 |
—
|
-2,588 | -2.1% |
P
S
|
119,505 | $17,580,381 | 2009 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 1.54% | 1.41% |
#26
1
Prev: #27
|
1.1 |
—
|
1,510 | 1.7% |
P
S
|
89,283 | $15,408,460 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HEI
HEICO CORP
|
Industrials | 1.31% | 1.39% |
#27
1
Prev: #28
|
1.0 |
—
|
901 | 1.9% |
P
S
|
47,726 | $13,086,469 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 0.95% | — |
#28
Prev: #—
|
3.9 |
—
|
35,888 | — |
NEW
|
35,888 | $9,546,926 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
QXO
QXO INC
|
Industrials | 0.93% | — |
#29
Prev: #—
|
3.9 |
—
|
476,409 | — |
NEW
|
476,409 | $9,251,863 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
INTU
INTUIT INC
|
Technology | 0.91% | 3.61% |
#30
18
Prev: #12
|
0.4 |
—
|
-38,278 | -64.6% |
P
S
|
21,020 | $9,088,628 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ASML
ASML HOLDING NV...
|
Technology | 0.30% | 0.36% |
#31
Prev: #31
|
0.1 |
—
|
-1,343 | -36.8% |
P
S
|
2,304 | $3,043,192 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SAP
SAP SE-SPONSORE...
|
Technology | 0.05% | 2.03% |
#32
7
Prev: #25
|
0.0 |
—
|
-87,764 | -96.6% |
P
S
|
3,066 | $524,930 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOGL
ALPHABET INC-CL...
|
Communication Services | 0.02% | 0.02% |
#33
Prev: #33
|
0.5 |
—
|
-26 | -3.4% |
P
S
|
736 | $211,644 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VLTO
VERALTO CORP
|
Industrials | 0.00% | 0.92% |
#34
4
Prev: #30
|
0.0 |
—
|
-99,871 | -99.4% |
P
S
|
563 | $49,780 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NKE
NIKE INC CL B
|
Consumer Cyclical | 0.00% | 0.00% |
#35
1
Prev: #34
|
2.0 |
—
|
31 | 5.4% |
P
S
|
610 | $32,220 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.00% | 1.82% |
Sold All 😨
(Was: #26) |
0.0 |
—
|
-74,929 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-36 of 36 holdings