Mar Vista Investment Partners LLC Top Holdings and 13F Report (2026) About Mar Vista Investment Partners LLCInvestment ActivityMar Vista Investment Partners LLC has $999.74 million in total holdings as of March 31, 2026.Mar Vista Investment Partners LLC owns shares of 35 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 9.83% of the portfolio was purchased this quarter.About 10.42% of the portfolio was sold this quarter.This quarter, Mar Vista Investment Partners LLC has purchased 34 new stocks and bought additional shares in 17 stocks.Mar Vista Investment Partners LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $65,490,510NVIDIA $62,800,045Microsoft $59,095,049Amazon.com $56,220,196Alphabet $50,204,803 Largest New Holdings this Quarter 278865100 - Ecolab $9,546,926 Holding82846H405 - QXO INC $9,251,863 Holding Largest Purchases this Quarter Broadcom 56,434 shares (about $17.47M)GE VERNOVA INC 18,081 shares (about $15.78M)GE Aerospace 53,773 shares (about $15.26M)Netflix 132,848 shares (about $12.77M)Ecolab 35,888 shares (about $9.55M) Largest Sales this Quarter LINDE PLC 39,200 shares (about $19.43M)Intuit 38,278 shares (about $16.55M)Taiwan Semiconductor Manufacturing 47,682 shares (about $16.11M)SAP 87,764 shares (about $15.03M)VERALTO CORP 99,871 shares (about $8.83M) 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 PortfolioSectorAAPLApple$65,490,510$1,136,725 â–²1.8%258,0506.6%Computer and TechnologyNVDANVIDIA$62,800,045$7,738,128 â–²14.1%360,0926.3%Computer and TechnologyMSFTMicrosoft$59,095,049$530,083 â–¼-0.9%159,6435.9%Computer and TechnologyAMZNAmazon.com$56,220,196$349,477 â–¼-0.6%269,9395.6%Retail/WholesaleGOOGAlphabet$50,204,803$1,158,054 â–²2.4%175,0155.0%Computer and TechnologyTDGTransdigm Group$45,484,544$631,633 â–¼-1.4%39,2464.5%AerospaceAVGOBroadcom$43,262,379$17,466,887 â–²67.7%139,7774.3%Computer and TechnologyVVisa$41,449,194$1,402,091 â–²3.5%137,1404.1%Business ServicesJNJJohnson & Johnson$40,577,040$883,406 â–¼-2.1%166,0004.1%MedicalMCOMoody's$40,165,538$1,966,615 â–²5.1%92,0704.0%FinanceADIAnalog Devices$38,003,732$2,545 â–¼0.0%119,4563.8%Computer and TechnologyLINDE PLC$36,851,328$19,433,792 â–¼-34.5%74,3333.7%COMMON STOCKSAPHAmphenol$36,699,747$791,330 â–¼-2.1%290,4613.7%Computer and TechnologyAMEAMETEK$36,682,355$900,098 â–¼-2.4%171,1253.7%Computer and TechnologyGEGE Aerospace$36,420,461$15,259,164 â–²72.1%128,3453.6%AerospaceSYKStryker$34,054,410$809,974 â–²2.4%103,6383.4%MedicalTSMTaiwan Semiconductor Manufacturing$30,562,170$16,114,132 â–¼-34.5%90,4343.1%Computer and TechnologyMETAMeta Platforms$30,051,700$2,071,111 â–¼-6.4%52,5263.0%Computer and TechnologyBRK.BBerkshire Hathaway$28,780,273$75,234 â–²0.3%60,0592.9%FinanceNFLXNetflix$24,930,926$12,773,335 â–²105.1%259,2922.5%Consumer DiscretionaryDHRDanaher$22,787,834$2,488,310 â–²12.3%120,1892.3%MedicalMTDMettler-Toledo International$21,442,922$455,293 â–²2.2%17,0022.1%MedicalGE VERNOVA INC$20,243,424$15,782,905 â–²353.8%23,1912.0%COMMON STOCKSUNILEVER PLC-SPONSORED ADR$19,652,257$483,732 â–²2.5%344,9582.0%COMMON STOCKSORCLOracle$17,580,381$380,721 â–¼-2.1%119,5051.8%Computer and TechnologyAMTAmerican Tower$15,408,460$260,596 â–²1.7%89,2831.5%FinanceHEIHeico$13,086,469$247,054 â–²1.9%47,7261.3%AerospaceECLEcolab$9,546,926$9,546,926 â–²New Holding35,8881.0%Basic MaterialsQXO INC$9,251,863$9,251,863 â–²New Holding476,4090.9%COMMON STOCKSINTUIntuit$9,088,628$16,550,642 â–¼-64.6%21,0200.9%Computer and TechnologyASMLASML$3,043,192$1,773,875 â–¼-36.8%2,3040.3%Computer and TechnologySAPSAP$524,930$15,026,078 â–¼-96.6%3,0660.1%Computer and TechnologyGOOGLAlphabet$211,644$7,477 â–¼-3.4%7360.0%Computer and TechnologyVERALTO CORP$49,780$8,830,512 â–¼-99.4%5630.0%COMMON STOCKSNKENIKE$32,220$1,637 â–²5.4%6100.0%Consumer DiscretionaryCRMSalesforce$0$19,849,441 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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