Mar Vista Investment Partners LLC Top Holdings and 13F Report (2026) About Mar Vista Investment Partners LLCInvestment ActivityMar Vista Investment Partners LLC has $1.00 billion in total holdings as of June 30, 2026.Mar Vista Investment Partners LLC owns shares of 33 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 5.45% of the portfolio was purchased this quarter.About 17.26% of the portfolio was sold this quarter.This quarter, Mar Vista Investment Partners LLC has purchased 35 new stocks and bought additional shares in 7 stocks.Mar Vista Investment Partners LLC sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $70,095,929Apple $65,494,321Microsoft $52,246,673Broadcom $51,335,470GE Aerospace $48,703,746 Largest New Holdings this Quarter 85423L103 - STANDARDAERO INC $12,796,904 Holding Largest Purchases this Quarter ASML 10,941 shares (about $21.77M)STANDARDAERO INC 427,847 shares (about $12.80M)Netflix 112,571 shares (about $8.04M)GE VERNOVA INC 2,905 shares (about $3.41M)Mettler-Toledo International 2,321 shares (about $2.97M) Largest Sales this Quarter Transdigm Group 23,569 shares (about $31.39M)Alphabet 62,681 shares (about $22.15M)Amazon.com 88,575 shares (about $21.11M)Analog Devices 44,108 shares (about $17.52M)Apple 31,708 shares (about $9.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMar Vista Investment Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$70,095,929$1,954,879 â–¼-2.7%350,3227.0%TechnologyAAPLApple$65,494,321$9,175,027 â–¼-12.3%226,3426.5%TechnologyMSFTMicrosoft$52,246,673$7,303,359 â–¼-12.3%140,0645.2%TechnologyAVGOBroadcom$51,335,470$1,465,292 â–¼-2.8%135,8985.1%TechnologyGEGE Aerospace$48,703,746$737,369 â–²1.5%130,3184.8%IndustrialsAPHAmphenol$45,674,285$5,539,798 â–¼-10.8%259,0424.5%TechnologyVVisa$43,398,483$3,652,879 â–¼-7.8%126,4934.3%FinanceAMZNAmazon.com$43,226,296$21,110,966 â–¼-32.8%181,3644.3%Consumer DiscretionaryGOOGAlphabet$39,690,972$22,147,078 â–¼-35.8%112,3344.0%Communication ServicesMCOMoody's$38,743,683$2,956,662 â–¼-7.1%85,5423.9%FinanceTSMTaiwan Semiconductor Manufacturing$38,505,514$4,683,051 â–¼-10.8%80,6283.8%TechnologyJNJJohnson & Johnson$37,152,763$5,006,257 â–¼-11.9%146,2883.7%HealthcareAMEAMETEK$36,052,447$5,349,535 â–¼-12.9%149,0143.6%TechnologySYKStryker$35,592,347$2,962,959 â–²9.1%113,0493.5%HealthcareLINDE PLC$35,461,765$3,112,602 â–¼-8.1%68,3353.5%COMMON STOCKSGE VERNOVA INC$30,659,147$3,412,968 â–²12.5%26,0963.1%COMMON STOCKSADIAnalog Devices$29,925,965$17,518,374 â–¼-36.9%75,3483.0%TechnologyMETAMeta Platforms$27,726,824$1,860,547 â–¼-6.3%49,2232.8%Communication ServicesBRK.BBerkshire Hathaway$27,099,121$2,953,802 â–¼-9.8%54,1562.7%FinanceNFLXNetflix$26,551,018$8,037,569 â–²43.4%371,8632.6%Communication ServicesASMLASML$26,350,133$21,766,463 â–²474.9%13,2452.6%TechnologyMTDMettler-Toledo International$24,685,326$2,965,101 â–²13.7%19,3232.5%HealthcareTDGTransdigm Group$20,882,391$31,394,851 â–¼-60.1%15,6772.1%IndustrialsDHRDanaher$18,135,982$4,757,619 â–¼-20.8%95,2121.8%HealthcareUNILEVER PLC-SPONSORED ADR$17,119,110$3,619,765 â–¼-17.5%284,7491.7%COMMON STOCKSORCLOracle$16,393,523$1,119,935 â–¼-6.4%111,8631.6%TechnologyAMTAmerican Tower$13,320,159$1,283,861 â–¼-8.8%81,4341.3%Real EstateSTANDARDAERO INC$12,796,904$12,796,904 â–²New Holding427,8471.3%COMMON STOCKSHEIHeico$11,424,082$5,575,442 â–¼-32.8%32,0731.1%IndustrialsQXO INC$10,356,422$2,124,075 â–²25.8%599,3301.0%COMMON STOCKSECLEcolab$9,824,067$174,688 â–¼-1.7%35,2611.0%MaterialsGOOGLAlphabet$180,472$82,553 â–¼-31.4%5050.0%Communication ServicesNKENIKE$25,0410.0%6100.0%Consumer DiscretionaryINTUIntuit$0$9,088,628 â–¼-100.0%00.0%TechnologySAPSAP$0$524,930 â–¼-100.0%00.0%TechnologyVERALTO CORP$0$49,780 â–¼-100.0%00.0%COMMON STOCKSShowing largest 100 holdings. 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