Q1 2026 · 13F-HR
MAR VISTA INVESTMENT PARTNERS LLCholdings as filed
Filed 2026-05-13 · accession 0001214659-26-006024
$999.7M
Reported value
35
Positions
2026-03-31
Period end
The Brief · MAR VISTA INVESTMENT PARTNERS LLC · Q1 2026
AI · grounded in 13F
MAR VISTA INVESTMENT PARTNERS LLC closed its position in CRM, reducing its exposure by $19.8M. The fund established new positions in ECL for $9.5M and QXO for $9.2M. Additionally, the manager increased its holdings in GEV by 353.8% and NFLX by 105.1%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $65.5M | 6.55% | 258,050 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP | $62.8M | 6.28% | 360,092 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $59.1M | 5.91% | 159,643 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $56.2M | 5.62% | 269,939 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC-CL C | $50.2M | 5.02% | 175,015 | Common | NONE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $45.5M | 4.55% | 39,246 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $43.3M | 4.33% | 139,777 | Common | SOLE |
| 92826C839 | V | VISA INC-CLASS A SHARES | $41.4M | 4.15% | 137,140 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $40.6M | 4.06% | 166,000 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $40.2M | 4.02% | 92,070 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $38.0M | 3.80% | 119,456 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $36.9M | 3.69% | 74,333 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP-CL A | $36.7M | 3.67% | 290,461 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $36.7M | 3.67% | 171,125 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $36.4M | 3.64% | 128,345 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $34.1M | 3.41% | 103,638 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $30.6M | 3.06% | 90,434 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC-CLASS A | $30.1M | 3.01% | 52,526 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC-CL B | $28.8M | 2.88% | 60,059 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $24.9M | 2.49% | 259,292 | Common | NONE |
| 235851102 | DHR | DANAHER CORP | $22.8M | 2.28% | 120,189 | Common | SOLE |
| 592688105 | MTD | METTLER-TOLEDO INTERNATIONAL | $21.4M | 2.14% | 17,002 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $20.2M | 2.02% | 23,191 | Common | NONE |
| 904767803 | UL | UNILEVER PLC-SPONSORED ADR | $19.7M | 1.97% | 344,958 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $17.6M | 1.76% | 119,505 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP | $15.4M | 1.54% | 89,283 | Common | SOLE |
| 422806109 | HEI | HEICO CORP | $13.1M | 1.31% | 47,726 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $9.5M | 0.95% | 35,888 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $9.3M | 0.93% | 476,409 | Common | SOLE |
| 461202103 | INTU | INTUIT INC | $9.1M | 0.91% | 21,020 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING NV-NY REG SHS | $3.0M | 0.30% | 2,304 | Common | NONE |
| 803054204 | SAP | SAP SE-SPONSORED ADR | $524,930 | 0.05% | 3,066 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC-CL A | $211,644 | 0.02% | 736 | Common | SOLE |
| 92338C103 | VLTO | VERALTO CORP | $49,780 | 0.00% | 563 | Common | SOLE |
| 654106103 | NKE | NIKE INC CL B | $32,220 | 0.00% | 610 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.