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 (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.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| NVDANvidia Corporation | 7.0% | -2.7% | $70.1M |
| AAPLApple Inc | 6.5% | -12.3% | $65.5M |
| MSFTMicrosoft Corp | 5.2% | -12.3% | $52.2M |
| AVGOBroadcom Inc | 5.1% | -2.8% | $51.3M |
| GEGe Aerospace | 4.8% | +1.5% | $48.7M |
| APHAmphenol Corp | 4.5% | -10.8% | $45.7M |
| VVisa Inc | 4.3% | -7.8% | $43.4M |
| AMZNAmazon Com Inc | 4.3% | -32.8% | $43.2M |
| GOOGAlphabet Inc | 4.0% | -35.8% | $39.7M |
| MCOMoodys Corp | 3.9% | -7.1% | $38.7M |
| TSMTaiwan Semiconductor Manufac | 3.8% | -10.8% | $38.5M |
| JNJJohnson & Johnson | 3.7% | -11.9% | $37.2M |
| AMEAmetek Inc | 3.6% | -12.9% | $36.1M |
| SYKStryker Corporation | 3.5% | +9.1% | $35.6M |
| LINLinde PLC | 3.5% | -8.1% | $35.5M |
| GEVGe Vernova Inc | 3.1% | +12.5% | $30.7M |
| ADIAnalog Devices Inc | 3.0% | -36.9% | $29.9M |
| METAMeta Platforms Inc | 2.8% | -6.3% | $27.7M |
| BRK-BBerkshire Hathaway Inc Del | 2.7% | -9.8% | $27.1M |
| NFLXNetflix Inc. | 2.6% | +43.4% | $26.6M |
| ASMLAsml Hldg NV | 2.6% | +474.9% | $26.4M |
| MTDMettler Toledo International | 2.5% | +13.7% | $24.7M |
| TDGTransdigm Group Inc | 2.1% | -60.1% | $20.9M |
| DHRDanaher Corp Del | 1.8% | -20.8% | $18.1M |
| ULUnilever PLC | 1.7% | -17.5% | $17.1M |
| ORCLOracle Corp | 1.6% | -6.4% | $16.4M |
| AMTAmerican Tower Corp | 1.3% | -8.8% | $13.3M |
| SAROStandardaero Inc | 1.3% | — | $12.8M |
| HEIHeico Corp New | 1.1% | -32.8% | $11.4M |
| QXOQxo Inc | 1.0% | +25.8% | $10.4M |
| ECLEcolab Inc | 1.0% | -1.7% | $9.8M |
| GOOGLAlphabet Inc | 0.0% | -31.4% | $180K |
| NKENike Inc | 0.0% | +0.0% | $25K |
What Mar Vista Investment Partners LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- SARO Standardaero Inc1.3% of 13F
Added to
- ASML Asml Hldg NV+474.9% shares
- NFLX Netflix Inc.+43.4% shares
- QXO Qxo Inc+25.8% shares
- MTD Mettler Toledo International+13.7% shares
- GEV Ge Vernova Inc+12.5% shares
- SYK Stryker Corporation+9.1% shares
Reduced
- TDG Transdigm Group Inc-60.1% shares
- ADI Analog Devices Inc-36.9% shares
- GOOG Alphabet Inc-35.8% shares
- AMZN Amazon Com Inc-32.8% shares
- HEI Heico Corp New-32.8% shares
- GOOGL Alphabet Inc-31.4% shares
- DHR Danaher Corp Del-20.8% shares
- UL Unilever PLC-17.5% shares
Sold out
- INTU Intuitwas 0.9%
- SAPGF Sap SEwas 0.1%
- VLTO Veralto Corpwas 0.0%
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
- +4.9% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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.
| Quarter | 13F 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 |
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 (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 (SARO), Asml Hldg NV (ASML) (+474.9% shares), Netflix Inc. (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: +4.9% 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.