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Mar Vista Investment Partners LLC

13F for June 30, 2026, filed August 10, 2026 · SEC CIK 1419999 · Holdings history from December 31, 2008

Reported value
$1.0bn
93% in companies we cover
Positions we cover
31
Largest NVDA 7.0%
Copy, a year
+15.0%
S&P 500 +15.8%
Copy Sharpe ratio
0.79
S&P 500 0.88

Copy-performance statistics: February 20, 2009 to November 2, 2026. Holdings history can start earlier than the price data used for performance.

Historical holdings

Holdings across the available history, including securities outside our stock coverage. Select a date to view the holdings for that period.

Related reporting managers

SEC notices identify these reporting relationships. Each manager retains its own holdings history; changes in reporting scope can involve several managers.

33 reported entries for June 30, 2026.

IssuerClass / typeReported valueQuantity
ALPHABET INC-CL A02079K305 · GOOGL COMMON STOCKS $180,472 505
ALPHABET INC-CL C02079K107 COMMON STOCKS $39.7m 112,334
AMAZON.COM INC023135106 · AMZN COMMON STOCKS $43.2m 181,364
AMERICAN TOWER CORP03027X100 · AMT COMMON STOCKS $13.3m 81,434
AMETEK INC031100100 · AME COMMON STOCKS $36.1m 149,014
AMPHENOL CORP-CL A032095101 · APH COMMON STOCKS $45.7m 259,042
ANALOG DEVICES INC032654105 · ADI COMMON STOCKS $29.9m 75,348
APPLE INC037833100 · AAPL COMMON STOCKS $65.5m 226,342
ASML HOLDING NV-NY REG SHSN07059210 · ASML COMMON STOCKS $26.4m 13,245
BERKSHIRE HATHAWAY INC-CL B084670702 COMMON STOCKS $27.1m 54,156
BROADCOM INC11135F101 · AVGO COMMON STOCKS $51.3m 135,898
DANAHER CORP235851102 · DHR COMMON STOCKS $18.1m 95,212
ECOLAB INC278865100 · ECL COMMON STOCKS $9.8m 35,261
GE AEROSPACE369604301 · GE COMMON STOCKS $48.7m 130,318
GE VERNOVA INC36828A101 · GEV COMMON STOCKS $30.7m 26,096
HEICO CORP422806109 · HEI COMMON STOCKS $11.4m 32,073
JOHNSON & JOHNSON478160104 · JNJ COMMON STOCKS $37.2m 146,288
LINDE PLCG54950103 · LIN COMMON STOCKS $35.5m 68,335
META PLATFORMS INC-CLASS A30303M102 · META COMMON STOCKS $27.7m 49,223
METTLER-TOLEDO INTERNATIONAL592688105 · MTD COMMON STOCKS $24.7m 19,323
MICROSOFT CORP594918104 · MSFT COMMON STOCKS $52.2m 140,064
MOODYS CORP615369105 · MCO COMMON STOCKS $38.7m 85,542
NETFLIX INC64110L106 · NFLX COMMON STOCKS $26.6m 371,863
NIKE INC CL B654106103 · NKE COMMON STOCKS $25,041 610
NVIDIA CORP67066G104 · NVDA COMMON STOCKS $70.1m 350,322
ORACLE CORP68389X105 · ORCL COMMON STOCKS $16.4m 111,863
QXO INC82846H405 · QXO COMMON STOCKS $10.4m 599,330
STANDARDAERO INC85423L103 · SARO COMMON STOCKS $12.8m 427,847
STRYKER CORP863667101 · SYK COMMON STOCKS $35.6m 113,049
TAIWAN SEMICONDUCTOR-SP ADR874039100 · TSM COMMON STOCKS $38.5m 80,628
TRANSDIGM GROUP INC893641100 · TDG COMMON STOCKS $20.9m 15,677
UNILEVER PLC-SPONSORED ADR904767803 · UL COMMON STOCKS $17.1m 284,749
VISA INC-CLASS A SHARES92826C839 · V COMMON STOCKS $43.4m 126,493

Values use the units disclosed in the source. Where a dollar scale cannot be established, the original amount is shown as filed. Rows may include separate allocations, options and principal amounts; these are kept separate from the covered-stock portfolio used for performance.

How copying its 13F would have done

$10.0k$20.0k$40.0k$80.0k 200920112013201520172019202120232025 $134k$118k
CopyS&P 500 $10,000 copying Mar Vista Investment Partners LLC's usable filed holdings in companies we cover from February 20, 2009, rebalancing at the first weekly close after each usable filing and holding until the next, against the S&P 500 (total return). Missing prices carry their last observed value. Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −32.5% (S&P 500 −31.8%); beta 1.03; alpha −0.9% a year (t = −0.78); last 12 months +0.8% against +12.1%.

Reported value by quarter

Mar Vista Investment Partners LLC: 13F reported value Total reported value where the source's dollar units can be established. Earlier filings in thousands of dollars are converted; dates with unresolved value units are omitted.
$0 $2B $4B $6B Reported value, 2008-12-31: $167.3M Reported value, 2009-03-31: $186.3M Reported value, 2009-06-30: $269.1M Reported value, 2009-09-30: $508.6M Reported value, 2009-12-31: $635.6M Reported value, 2010-03-31: $656.5M Reported value, 2010-06-30: $679.6M Reported value, 2010-09-30: $912.9M Reported value, 2010-12-31: $1.1B Reported value, 2011-03-31: $1.1B Reported value, 2011-06-30: $991.2M Reported value, 2011-09-30: $998.7M Reported value, 2011-12-31: $1.2B Reported value, 2012-03-31: $1.3B Reported value, 2012-06-30: $1.3B Reported value, 2012-09-30: $1.3B Reported value, 2012-12-31: $1.4B Reported value, 2013-03-31: $1.4B Reported value, 2013-06-30: $1.5B Reported value, 2013-09-30: $1.5B Reported value, 2013-12-31: $1.7B Reported value, 2014-03-31: $1.7B Reported value, 2014-06-30: $1.6B Reported value, 2014-09-30: $1.6B Reported value, 2014-12-31: $1.7B Reported value, 2015-03-31: $1.8B Reported value, 2015-06-30: $1.8B Reported value, 2015-09-30: $1.7B Reported value, 2015-12-31: $1.7B Reported value, 2016-03-31: $1.6B Reported value, 2016-06-30: $1.7B Reported value, 2016-09-30: $2.4B Reported value, 2016-12-31: $2.5B Reported value, 2017-03-31: $2.4B Reported value, 2017-06-30: $2.4B Reported value, 2017-09-30: $2.4B Reported value, 2017-12-31: $2.7B Reported value, 2018-03-31: $2.5B Reported value, 2018-06-30: $2.6B Reported value, 2018-09-30: $3.4B Reported value, 2018-12-31: $3B Reported value, 2019-03-31: $3.8B Reported value, 2019-06-30: $3.8B Reported value, 2019-09-30: $4B Reported value, 2019-12-31: $4.2B Reported value, 2020-03-31: $3.3B Reported value, 2020-06-30: $3.7B Reported value, 2020-09-30: $3.8B Reported value, 2020-12-31: $4B Reported value, 2021-03-31: $4.3B Reported value, 2021-06-30: $4.1B Reported value, 2021-09-30: $3.9B Reported value, 2021-12-31: $3.7B Reported value, 2022-03-31: $3.2B Reported value, 2022-06-30: $2.4B Reported value, 2022-09-30: $2.2B Reported value, 2022-12-31: $2.2B Reported value, 2023-03-31: $2.3B Reported value, 2023-06-30: $2.4B Reported value, 2023-09-30: $2.1B Reported value, 2023-12-31: $2.2B Reported value, 2024-03-31: $2.3B Reported value, 2024-06-30: $2B Reported value, 2024-09-30: $1.6B Reported value, 2024-12-31: $1.5B Reported value, 2025-03-31: $1.2B Reported value, 2025-06-30: $1.3B Reported value, 2025-09-30: $1.2B Reported value, 2025-12-31: $1.1B Reported value, 2026-03-31: $999.7M Reported value, 2026-06-30: $1B 2008-12-31 2012-06-30 2015-12-31 2019-06-30 2022-12-31 2026-06-30 $1B
View chart data
Period Reported value
2008-12-31 $167.3M
2009-03-31 $186.3M
2009-06-30 $269.1M
2009-09-30 $508.6M
2009-12-31 $635.6M
2010-03-31 $656.5M
2010-06-30 $679.6M
2010-09-30 $912.9M
2010-12-31 $1.1B
2011-03-31 $1.1B
2011-06-30 $991.2M
2011-09-30 $998.7M
2011-12-31 $1.2B
2012-03-31 $1.3B
2012-06-30 $1.3B
2012-09-30 $1.3B
2012-12-31 $1.4B
2013-03-31 $1.4B
2013-06-30 $1.5B
2013-09-30 $1.5B
2013-12-31 $1.7B
2014-03-31 $1.7B
2014-06-30 $1.6B
2014-09-30 $1.6B
2014-12-31 $1.7B
2015-03-31 $1.8B
2015-06-30 $1.8B
2015-09-30 $1.7B
2015-12-31 $1.7B
2016-03-31 $1.6B
2016-06-30 $1.7B
2016-09-30 $2.4B
2016-12-31 $2.5B
2017-03-31 $2.4B
2017-06-30 $2.4B
2017-09-30 $2.4B
2017-12-31 $2.7B
2018-03-31 $2.5B
2018-06-30 $2.6B
2018-09-30 $3.4B
2018-12-31 $3B
2019-03-31 $3.8B
2019-06-30 $3.8B
2019-09-30 $4B
2019-12-31 $4.2B
2020-03-31 $3.3B
2020-06-30 $3.7B
2020-09-30 $3.8B
2020-12-31 $4B
2021-03-31 $4.3B
2021-06-30 $4.1B
2021-09-30 $3.9B
2021-12-31 $3.7B
2022-03-31 $3.2B
2022-06-30 $2.4B
2022-09-30 $2.2B
2022-12-31 $2.2B
2023-03-31 $2.3B
2023-06-30 $2.4B
2023-09-30 $2.1B
2023-12-31 $2.2B
2024-03-31 $2.3B
2024-06-30 $2B
2024-09-30 $1.6B
2024-12-31 $1.5B
2025-03-31 $1.2B
2025-06-30 $1.3B
2025-09-30 $1.2B
2025-12-31 $1.1B
2026-03-31 $999.7M
2026-06-30 $1B

Latest covered holdings and moves

Covered holdings as of June 30, 2026.

CompanyShare of portfolioValueSharesChange in shares
NVDANVIDIA Corporation6.98%$70.1m350.3K−2.7% Reduced
AAPLApple Inc.6.52%$65.5m226.3K−12.3% Reduced
MSFTMicrosoft Corporation5.20%$52.2m140.1K−12.3% Reduced
AVGOBroadcom5.11%$51.3m135.9K−2.8% Reduced
GEGE Aerospace4.85%$48.7m130.3K+1.5% Added
APHAmphenol4.54%$45.7m259.0K−10.8% Reduced
VVisa Inc.4.32%$43.4m126.5K−7.8% Reduced
AMZNAmazon4.30%$43.2m181.4K−32.8% Reduced
MCOMoody's Corporation3.86%$38.7m85.5K−7.1% Reduced
TSMTaiwan Semiconductor Manufacturing Co LTD3.83%$38.5m80.6K−10.8% Reduced
JNJJohnson & Johnson3.70%$37.2m146.3K−11.9% Reduced
AMEAmetek3.59%$36.1m149.0K−12.9% Reduced
SYKStryker Corporation3.54%$35.6m113.0K+9.1% Added
LINLinde plc3.53%$35.5m68.3K−8.1% Reduced
GEVGE Vernova3.05%$30.7m26.1K+12.5% Added
ADIAnalog Devices2.98%$29.9m75.3K−36.9% Reduced
METAMeta Platforms2.76%$27.7m49.2K−6.3% Reduced
NFLXNetflix2.64%$26.6m371.9K+43.4% Added
ASMLAsml Holding NV2.62%$26.4m13.2K+474.9% Added
MTDMettler Toledo2.46%$24.7m19.3K+13.7% Added
TDGTransDigm Group2.08%$20.9m15.7K−60.1% Reduced
DHRDanaher Corporation1.80%$18.1m95.2K−20.8% Reduced
ULUnilever PLC1.70%$17.1m284.7K−17.5% Reduced
ORCLOracle Corporation1.63%$16.4m111.9K−6.4% Reduced
AMTAmerican Tower1.33%$13.3m81.4K−8.8% Reduced
SAROStandardaero, Inc.1.27%$12.8m427.8KNew
HEIHeico Corp1.14%$11.4m32.1K−32.8% Reduced
QXOQXO, Inc.1.03%$10.4m599.3K+25.8% Added
ECLEcolab0.98%$9.8m35.3K−1.7% Reduced
GOOGLAlphabet Inc. (Class A)0.02%$180,472505−31.4% Reduced
NKENike, Inc.0.00%$25,0416100.0%
CompanyBought (value)Shares
ASMLAsml Holding NV$21.8m10.9K
SAROStandardaero, Inc.$12.8m427.8K
NFLXNetflix$8.0m112.6K
GEVGE Vernova$3.4m2.9K
MTDMettler Toledo$3.0m2.3K
SYKStryker Corporation$3.0m9.4K
QXOQXO, Inc.$2.1m122.9K
GEGE Aerospace$737,3692.0K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
TDGTransDigm Group−$31.4m−23.6K
AMZNAmazon−$21.1m−88.6K
ADIAnalog Devices−$17.5m−44.1K
AAPLApple Inc.−$9.2m−31.7K
INTUIntuit−$9.1m−21.0K
MSFTMicrosoft Corporation−$7.3m−19.6K
HEIHeico Corp−$5.6m−15.7K
APHAmphenol−$5.5m−31.4K
AMEAmetek−$5.3m−22.1K
JNJJohnson & Johnson−$5.0m−19.7K
DHRDanaher Corporation−$4.8m−25.0K
TSMTaiwan Semiconductor Manufacturing Co LTD−$4.7m−9.8K
VVisa Inc.−$3.7m−10.6K
ULUnilever PLC−$3.6m−60.2K
LINLinde plc−$3.1m−6.0K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
INTUIntuit$9.1m21.0K
SAPSAP SE$524,9303.1K
VLTOVeralto$49,780563
  • Technology42.2%
  • Industrials18.2%
  • Health Care12.3%
  • Financials8.8%
  • Communication Services5.8%
  • Materials4.8%
  • Consumer Discretionary4.6%
  • Consumer Staples1.8%
  • Real Estate1.4%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestFebruary 20, 2009 to November 2, 2026+15.0%+15.8%0.790.88−32.5%1.03
2010 to 2017January 8, 2010 to December 29, 2017+13.9%+13.5%1.020.98−17.3%0.94
2018 onwardsJanuary 5, 2018 to November 2, 2026+10.4%+13.9%0.460.66−32.5%1.06
Last three yearsNovember 3, 2023 to November 2, 2026+12.0%+21.8%0.521.16−16.5%1.02
Last yearNovember 7, 2025 to November 2, 2026+3.4%+14.2%0.030.84−14.4%1.05

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.