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Q2 2026 13F · SEC CIK 1419999

Mar Vista Investment Partners LLC

Institutional asset managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$1.0B
Reported positions
33
Top holdings a year, 3 yrs
+11.8%
Assets under management
$1.1B

Mar Vista Investment Partners LLC is an institutional asset manager that reported 33 positions worth $1.0B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Nvidia Corporation Com (NVDA, 7.0%), Apple Inc (AAPL, 6.5%), Microsoft Corp (MSFT, 5.2%). A portfolio copying its top holdings returned 11.8% a year over the last 3 years, against 20.4% for the S&P 500.

Mar Vista Investment Partners LLC holdings all 33 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mar Vista Investment Partners LLC 13F holdings
Stock% of 13F valueShare changeReported value
NVDANvidia Corporation Com7.0%-2.7%$70.1M
AAPLApple Inc6.5%-12.3%$65.5M
MSFTMicrosoft Corp5.2%-12.3%$52.2M
AVGOBroadcom Inc5.1%-2.8%$51.3M
GEGe Aerospace4.8%+1.5%$48.7M
APHAmphenol Corp4.5%-10.8%$45.7M
VVisa Inc Com Cl A4.3%-7.8%$43.4M
AMZNAmazon Com Inc Com4.3%-32.8%$43.2M
GOOGAlphabet Inc4.0%-35.8%$39.7M
MCOMoodys Corp3.9%-7.1%$38.7M
TSMTaiwan Semiconductor Manufac3.8%-10.8%$38.5M
JNJJohnson & Johnson3.7%-11.9%$37.2M
AMEAmetek Inc3.6%-12.9%$36.1M
SYKStryker Corporation3.5%+9.1%$35.6M
LINLinde PLC3.5%-8.1%$35.5M
GEVGe Vernova Inc3.1%+12.5%$30.7M
ADIAnalog Devices Inc3.0%-36.9%$29.9M
METAMeta Platforms Inc Class A2.8%-6.3%$27.7M
BRK-BBerkshire Hathaway Inc Del2.7%-9.8%$27.1M
NFLXNetflix Inc Total2.6%+43.4%$26.6M
ASMLAsml Hldg NV2.6%+474.9%$26.4M
MTDMettler-Toledo International I2.5%+13.7%$24.7M
TDGTransdigm Group Inc2.1%-60.1%$20.9M
DHRDanaher Corporation1.8%-20.8%$18.1M
ULUnilever PLC1.7%-17.5%$17.1M
ORCLOracle Corp1.6%-6.4%$16.4M
AMTAmerican Tower Corp1.3%-8.8%$13.3M
SAROStandardaero Inc Com1.3%—$12.8M
HEIHeico Corp New1.1%-32.8%$11.4M
QXOQxo Inc1.0%+25.8%$10.4M
ECLEcolab Inc1.0%-1.7%$9.8M
GOOGLAlphabet Inc0.0%-31.4%$180K
NKENike Inc Cl B0.0%+0.0%$25K

What Mar Vista Investment Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+4.0% /yr
S&P 500 +20.1%
3 years
+11.8% /yr
S&P 500 +20.4%
5 years
+4.8% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$1.0B33
Q1 2026$999.7M35
Q4 2025$1.1B34
Q3 2025$1.2B32
Q2 2025$1.3B57
Q1 2025$1.2B56
Q4 2024$1.5B56
Q3 2024$1.6B59
Q2 2024$2.0B61
Q1 2024$2.3B60
Q4 2023$2.2B63
Q3 2023$2.1B58

Questions about Mar Vista Investment Partners LLC's portfolio

What stocks does Mar Vista Investment Partners LLC own?

Mar Vista Investment Partners LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 33 positions worth $1.0B. The largest are Nvidia Corporation Com (NVDA) at 7.0%, Apple Inc (AAPL) at 6.5%, Microsoft Corp (MSFT) at 5.2%, Broadcom Inc (AVGO) at 5.1% and Ge Aerospace (GE) at 4.8%.

What did Mar Vista Investment Partners LLC buy last quarter?

In Q2 2026, Mar Vista Investment Partners LLC added a new position in Standardaero Inc Com (SARO), Asml Hldg NV (ASML) (+474.9% shares), Netflix Inc Total (NFLX) (+43.4% shares) and Qxo Inc (QXO) (+25.8% shares), compared with its Q1 2026 filing.

What did Mar Vista Investment Partners LLC sell last quarter?

In Q2 2026, Mar Vista Investment Partners LLC sold all of Intuit (INTU), sold all of Sap SE (SAPGF), sold all of Veralto Corp (VLTO), Transdigm Group Inc (TDG) (-60.1% shares), Analog Devices Inc (ADI) (-36.9% shares) and Alphabet Inc (GOOG) (-35.8% shares), compared with its Q1 2026 filing.

How has Mar Vista Investment Partners LLC's portfolio performed?

A portfolio copying Mar Vista Investment Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +4.0% against +20.1%. Over 5 years: +4.8% a year against +11.6%.

When is Mar Vista Investment Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mar Vista Investment Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Mar Vista Investment Partners LLC manage?

Mar Vista Investment Partners LLC reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.0B.