Mar Vista Investment Partners LLC
Net seller this quarter
$1B
33
-$115M
49.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $70.1M | 6.98% | 0.00% | -2.7% | Q1 2025 |
 AAPL | $65.5M | 6.52% | 0.00% | -12.3% | Q1 2013 |
 MSFT | $52.2M | 5.20% | 0.00% | -12.3% | Q1 2020 |
 AVGO | $51.3M | 5.11% | 0.00% | -2.8% | Q2 2024 |
 GE | $48.7M | 4.85% | 0.01% | +1.5% | Q2 2025 |
 APH | $45.7M | 4.55% | 0.02% | -10.8% | Q2 2020 |
 V | $43.4M | 4.32% | 0.01% | -7.8% | Q1 2013 |
 AMZN | $43.2M | 4.30% | 0.00% | -32.8% | Q4 2014 |
 GOOG | $39.7M | 3.95% | Not reported | -35.8% | Q3 2015 |
 MCO | $38.7M | 3.86% | 0.05% | -7.1% | Q4 2016 |
 TSM | $38.5M | 3.83% | 0.00% | -10.8% | Q3 2021 |
 JNJ | $37.2M | 3.70% | 0.01% | -11.9% | Q1 2013 |
 AME | $36.1M | 3.59% | 0.07% | -12.9% | Q2 2019 |
 SYK | $35.6M | 3.54% | 0.03% | +9.1% | Q3 2023 |
 LIN | $35.5M | 3.53% | 0.01% | -8.1% | Q4 2018 |
 GEV | $30.7M | 3.05% | 0.01% | +12.5% | Q4 2025 |
 ADI | $29.9M | 2.98% | 0.02% | -36.9% | Q1 2013 |
 META | $27.7M | 2.76% | Not reported | -6.3% | Q4 2016 |
 BRK.B | $27.1M | 2.70% | Not reported | -9.8% | Q1 2013 |
 NFLX | $26.6M | 2.64% | 0.01% | +43.4% | Q2 2021 |
 ASML | $26.4M | 2.62% | 0.00% | +474.9% | Q4 2019 |
 MTD | $24.7M | 2.46% | 0.10% | +13.7% | Q1 2014 |
 TDG | $20.9M | 2.08% | 0.03% | -60.1% | Q1 2013 |
 DHR | $18.1M | 1.80% | 0.01% | -20.8% | Q3 2023 |
 UL | $17.1M | 1.70% | 0.01% | -17.5% | Q4 2020 |
 ORCL | $16.4M | 1.63% | 0.00% | -6.4% | Q1 2013 |
 AMT | $13.3M | 1.33% | 0.02% | -8.8% | Q1 2013 |
 SARO | $12.8M | 1.27% | 0.13% | New | Q2 2026 |
 HEI | $11.4M | 1.14% | 0.06% | -32.8% | Q1 2023 |
 QXO | $10.4M | 1.03% | 0.08% | +25.8% | Q1 2026 |
 ECL | $9.82M | 0.98% | 0.01% | -1.8% | Q1 2014 |
| GOOGL | $180K | 0.02% | 0.00% | -31.4% | Q1 2016 |
 NKE | $25K | 0.00% | 0.00% | Not reported | Q1 2013 |
| Q1 2026 | |||||
| AAPL | $65.5M | 6.55% | 0.00% | +1.8% | Q1 2013 |
| NVDA | $62.8M | 6.28% | 0.00% | +14.1% | Q1 2025 |
| MSFT | $59.1M | 5.91% | 0.00% | -0.9% | Q1 2020 |
| AMZN | $56.2M | 5.62% | 0.00% | -0.6% | Q4 2014 |
| GOOG | $50.2M | 5.02% | Not reported | +2.4% | Q3 2015 |
| TDG | $45.5M | 4.55% | 0.07% | -1.4% | Q1 2013 |
| AVGO | $43.3M | 4.33% | 0.00% | +67.7% | Q2 2024 |
| V | $41.4M | 4.15% | 0.01% | +3.5% | Q1 2013 |
| JNJ | $40.6M | 4.06% | 0.01% | -2.1% | Q1 2013 |
| MCO | $40.2M | 4.02% | 0.05% | +5.2% | Q4 2016 |
| ADI | $38M | 3.80% | 0.02% | 0.0% | Q1 2013 |
| LIN | $36.9M | 3.69% | 0.02% | -34.5% | Q4 2018 |
| APH | $36.7M | 3.67% | 0.02% | -2.1% | Q2 2020 |
| AME | $36.7M | 3.67% | 0.07% | -2.4% | Q2 2019 |
| GE | $36.4M | 3.64% | 0.01% | +72.1% | Q2 2025 |
| SYK | $34.1M | 3.41% | 0.03% | +2.4% | Q3 2023 |
| TSM | $30.6M | 3.06% | 0.00% | -34.5% | Q3 2021 |
| META | $30.1M | 3.01% | Not reported | -6.5% | Q4 2016 |
| BRK.B | $28.8M | 2.88% | Not reported | +0.3% | Q1 2013 |
| NFLX | $24.9M | 2.49% | 0.01% | +105.1% | Q2 2021 |
| DHR | $22.8M | 2.28% | 0.02% | +12.3% | Q3 2023 |
| MTD | $21.4M | 2.14% | 0.08% | +2.2% | Q1 2014 |
| GEV | $20.2M | 2.02% | 0.01% | +353.8% | Q4 2025 |
| UL | $19.7M | 1.97% | 0.02% | +2.5% | Q4 2020 |
| ORCL | $17.6M | 1.76% | 0.00% | -2.1% | Q1 2013 |
| AMT | $15.4M | 1.54% | 0.02% | +1.7% | Q1 2013 |
| HEI | $13.1M | 1.31% | 0.09% | +1.9% | Q1 2023 |
| ECL | $9.55M | 0.95% | 0.01% | Not reported | Q1 2014 |
| QXO | $9.25M | 0.93% | 0.07% | New | Q1 2026 |
 INTU | $9.09M | 0.91% | 0.01% | -64.6% | Q2 2013 |
| ASML | $3.04M | 0.30% | 0.00% | -36.8% | Q4 2019 |
 SAP | $525K | 0.05% | 0.00% | -96.6% | Q4 2018 |
| GOOGL | $212K | 0.02% | 0.00% | -3.4% | Q1 2016 |
 VLTO | $49.8K | 0.00% | 0.00% | -99.4% | Q4 2023 |
| NKE | $32.2K | 0.00% | 0.00% | +5.4% | Q1 2013 |
| Q4 2025 | |||||
| MSFT | $77.9M | 7.15% | 0.00% | -4.2% | Q1 2020 |
| AAPL | $68.9M | 6.33% | 0.00% | -6.2% | Q1 2013 |
| AMZN | $62.7M | 5.75% | 0.00% | +9.5% | Q4 2014 |
| NVDA | $58.9M | 5.40% | 0.00% | +8.3% | Q1 2025 |
| GOOG | $53.7M | 4.92% | Not reported | -12.1% | Q3 2015 |
| TDG | $52.9M | 4.86% | 0.07% | -5.4% | Q1 2013 |
| LIN | $48.4M | 4.44% | 0.02% | +12.8% | Q4 2018 |
| V | $46.5M | 4.27% | 0.01% | +22.2% | Q1 2013 |
| MCO | $44.7M | 4.11% | 0.05% | -4.4% | Q4 2016 |
| TSM | $42M | 3.85% | 0.00% | Not reported | Q3 2021 |
| APH | $40.1M | 3.68% | 0.02% | -27.0% | Q2 2020 |
| INTU | $39.3M | 3.61% | 0.02% | -6.6% | Q2 2013 |
| META | $37.1M | 3.40% | Not reported | -1.4% | Q4 2016 |
| AME | $36M | 3.30% | 0.08% | -2.5% | Q2 2019 |
| SYK | $35.6M | 3.26% | 0.03% | +22.0% | Q3 2023 |
| JNJ | $35.1M | 3.22% | 0.01% | -5.8% | Q1 2013 |
| ADI | $32.4M | 2.97% | 0.02% | -3.0% | Q1 2013 |
| BRK.B | $30.1M | 2.76% | Not reported | -7.3% | Q1 2013 |
| AVGO | $28.8M | 2.65% | 0.00% | -4.5% | Q2 2024 |
| DHR | $24.5M | 2.25% | 0.02% | -5.8% | Q3 2023 |
| ORCL | $23.8M | 2.18% | 0.00% | -43.1% | Q1 2013 |
| MTD | $23.2M | 2.13% | 0.08% | -30.7% | Q1 2014 |
| GE | $23M | 2.11% | 0.01% | -11.0% | Q2 2025 |
| UL | $22.1M | 2.03% | 0.02% | -3.8% | Q4 2020 |
| SAP | $22.1M | 2.03% | 0.01% | -35.7% | Q4 2018 |
 CRM | $19.8M | 1.82% | 0.01% | -39.4% | Q1 2020 |
| AMT | $15.4M | 1.41% | 0.02% | -11.0% | Q1 2013 |
| HEI | $15.2M | 1.39% | 0.08% | -1.2% | Q1 2023 |
| NFLX | $11.9M | 1.09% | 0.00% | Not reported | Q2 2021 |
| VLTO | $10M | 0.92% | 0.04% | -64.2% | Q4 2023 |
| ASML | $3.9M | 0.36% | 0.00% | Not reported | Q4 2019 |
| GEV | $3.34M | 0.31% | 0.00% | New | Q4 2025 |
| GOOGL | $239K | 0.02% | 0.00% | -7.3% | Q1 2016 |
| NKE | $36.9K | 0.00% | 0.00% | Not reported | Q1 2013 |
| Q3 2025 | |||||
| MSFT | $87.1M | 7.57% | 0.00% | -15.7% | Q1 2020 |
| AAPL | $68.8M | 5.98% | 0.00% | +13.1% | Q1 2013 |
| ORCL | $60.3M | 5.24% | 0.01% | -18.3% | Q1 2013 |
| TDG | $55.4M | 4.82% | 0.07% | -8.0% | Q1 2013 |
| AMZN | $54.4M | 4.73% | 0.00% | -12.3% | Q4 2014 |
| NVDA | $54.4M | 4.73% | 0.00% | +25.9% | Q1 2025 |
| APH | $50.3M | 4.37% | 0.03% | -3.9% | Q2 2020 |
| LIN | $47.8M | 4.16% | 0.02% | -16.7% | Q4 2018 |
| GOOG | $47.4M | 4.12% | Not reported | +18.2% | Q3 2015 |
| MCO | $43.7M | 3.79% | 0.05% | -1.9% | Q4 2016 |
| INTU | $43.4M | 3.77% | 0.02% | -12.1% | Q2 2013 |
| META | $41.8M | 3.63% | Not reported | -15.4% | Q4 2016 |
| SAP | $37.7M | 3.28% | 0.01% | -4.2% | Q4 2018 |
| V | $37M | 3.22% | 0.01% | -4.4% | Q1 2013 |
| AME | $33.8M | 2.94% | 0.08% | -2.1% | Q2 2019 |
| JNJ | $33.4M | 2.90% | 0.01% | -4.9% | Q1 2013 |
| BRK.B | $32.5M | 2.82% | Not reported | -16.0% | Q1 2013 |
| SYK | $30.7M | 2.67% | 0.02% | -2.2% | Q3 2023 |
| ADI | $30.2M | 2.63% | 0.03% | -19.7% | Q1 2013 |
| VLTO | $29.9M | 2.60% | 0.11% | -2.5% | Q4 2023 |
| MTD | $29.5M | 2.56% | 0.12% | -4.6% | Q1 2014 |
| CRM | $29.3M | 2.55% | 0.01% | -17.9% | Q1 2020 |
| AVGO | $28.8M | 2.50% | 0.00% | -47.7% | Q2 2024 |
| GE | $25.2M | 2.19% | 0.01% | -28.6% | Q2 2025 |
| UL | $23.4M | 2.03% | 0.02% | -23.3% | Q4 2020 |
| DHR | $22.5M | 1.96% | 0.02% | -20.0% | Q3 2023 |
 ROP | $19.7M | 1.71% | 0.04% | -4.9% | Q1 2017 |
| AMT | $19M | 1.65% | 0.02% | -17.7% | Q1 2013 |
 EFX | $17.6M | 1.53% | 0.06% | -46.1% | Q1 2024 |
| HEI | $15.3M | 1.33% | 0.09% | -0.2% | Q1 2023 |
| GOOGL | $200K | 0.02% | 0.00% | +8.7% | Q1 2016 |
| NKE | $40.4K | 0.00% | 0.00% | Not reported | Q1 2013 |