EdgeMarket › What Mar Vista Investment Partners Llc reported owning
What Mar Vista Investment Partners Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
999.7MPositions
35Quarter
2026-03-31Shown below
35largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 65.5M | 6.6% | 258.1K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 62.8M | 6.3% | 360.1K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 59.1M | 5.9% | 159.6K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 56.2M | 5.6% | 269.9K | 258.63 | +15.6% |
| GOOG Alphabet Inc. | 50.2M | 5.0% | 175.0K | 341.75 | +70.7% |
| TDG TransDigm Group INC | 45.5M | 4.5% | 39.2K | 1,200.35 | -14.4% |
| AVGO Broadcom Inc. | 43.3M | 4.3% | 139.8K | 368.45 | +26.5% |
| V VISA INC. | 41.4M | 4.1% | 137.1K | 371.04 | +7.9% |
| JNJ JOHNSON & JOHNSON | 40.6M | 4.1% | 166.0K | 270.24 | +51.1% |
| MCO MOODYS CORP /DE/ | 40.2M | 4.0% | 92.1K | 503.32 | -2.3% |
| ADI ANALOG DEVICES INC | 38.0M | 3.8% | 119.5K | 373.09 | +52.4% |
| LIN LINDE PLC | 36.9M | 3.7% | 74.3K | 487.57 | +1.1% |
| APH AMPHENOL CORP /DE/ | 36.7M | 3.7% | 290.5K | 157.01 | +44.5% |
| AME AMETEK INC/ | 36.7M | 3.7% | 171.1K | 239.55 | +30.7% |
| GE GENERAL ELECTRIC CO | 36.4M | 3.6% | 128.3K | 348.37 | +30.7% |
| SYK STRYKER CORP | 34.1M | 3.4% | 103.6K | 329.45 | -15.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 30.6M | 3.1% | 90.4K | 418.95 | +83.3% |
| META Meta Platforms, Inc. | 30.1M | 3.0% | 52.5K | 549.90 | -26.5% |
| unmapped CUSIP 084670702 | 28.8M | 2.9% | 60.1K | — | — |
| NFLX NETFLIX INC | 24.9M | 2.5% | 259.3K | 79.59 | -34.4% |
| DHR DANAHER CORP /DE/ | 22.8M | 2.3% | 120.2K | 218.85 | +3.5% |
| MTD METTLER TOLEDO INTERNATIONAL INC/ | 21.4M | 2.1% | 17.0K | 1,395.25 | +6.0% |
| GEV GE Vernova Inc. | 20.2M | 2.0% | 23.2K | 956.85 | +58.3% |
| UL UNILEVER PLC | 19.7M | 2.0% | 345.0K | 64.14 | -10.3% |
| ORCL ORACLE CORP | 17.6M | 1.8% | 119.5K | 146.47 | -37.7% |
| AMT AMERICAN TOWER CORP /MA/ | 15.4M | 1.5% | 89.3K | 175.80 | -16.1% |
| HEI HEICO CORP | 13.1M | 1.3% | 47.7K | 355.04 | +15.6% |
| ECL ECOLAB INC. | 9.5M | 1.0% | 35.9K | 281.63 | -1.3% |
| QXO QXO, Inc. | 9.3M | 0.9% | 476.4K | 13.76 | -28.6% |
| INTU INTUIT INC. | 9.1M | 0.9% | 21.0K | 367.00 | -47.5% |
| ASML ASML HOLDING NV | 3.0M | 0.3% | 2.3K | 1,763.76 | +135.3% |
| SAP SAP SE | 524.9K | 0.1% | 3.1K | 218.68 | -19.8% |
| GOOGL Alphabet Inc. | 211.6K | 0.0% | 736 | 344.82 | +73.0% |
| VLTO Veralto Corp | 49.8K | 0.0% | 563 | 98.77 | -9.3% |
| NKE NIKE, Inc. | 32.2K | 0.0% | 610 | 40.76 | -46.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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