MAR VISTA INVESTMENT PARTNERS LLC
Portfolio value QoQ: +0.5% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 5.47% Est. buys $54,803,409 · sells $173,462,160
Median holding: 3.0 quarters Tracked Q1 2025–Q2 2026 · 51.6% still held
Performance vs S&P 500
Annualized: +18.3%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 33 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| NVDA | $70,095,929 | 6.98% | 350,322 | $7,295,884 | Down ×1 | ||
| AAPL | $65,494,321 | 6.52% | 226,342 | $3,811 | Down ×1 | ||
| MSFT | $52,246,673 | 5.20% | 140,064 | $-6,848,376 | Down ×2 | ||
| AVGO | $51,335,470 | 5.11% | 135,898 | $8,073,091 | Down ×1 | ||
| GE | $48,703,746 | 4.85% | 130,318 | $12,283,285 | Up ×2 | ||
| APH | $45,674,285 | 4.55% | 259,042 | $8,974,538 | Down ×2 | ||
| V | $43,398,483 | 4.32% | 126,493 | $1,949,289 | Down ×1 | ||
| AMZN | $43,226,296 | 4.30% | 181,364 | $-12,993,900 | Down ×2 | ||
| GOOG | $39,690,972 | 3.95% | 112,334 | $-10,513,831 | Down ×1 | ||
| MCO | $38,743,683 | 3.86% | 85,542 | $-1,421,855 | Down ×1 | ||
| TSM | $38,505,514 | 3.83% | 80,628 | $7,943,344 | Down ×2 | ||
| JNJ | $37,152,763 | 3.70% | 146,288 | $-3,424,277 | Down ×2 | ||
| AME | $36,052,447 | 3.59% | 149,014 | $-629,908 | Down ×2 | ||
| SYK | $35,592,347 | 3.54% | 113,049 | $1,537,937 | Up ×2 | ||
| LIN | $35,461,765 | 3.53% | 68,335 | $-1,389,563 | Down ×2 | ||
| GEV | $30,659,147 | 3.05% | 26,096 | $10,415,723 | Up ×2 | ||
| ADI | $29,925,965 | 2.98% | 75,348 | $-8,077,767 | Down ×2 | ||
| META | $27,726,824 | 2.76% | 49,223 | $-2,324,876 | Down ×2 | ||
| BRK-B | $27,099,121 | 2.70% | 54,156 | $-1,681,152 | Down ×1 | ||
| NFLX | $26,551,018 | 2.64% | 371,863 | $1,620,092 | Up ×2 | ||
| ASML | $26,350,133 | 2.62% | 13,245 | $23,306,941 | Up ×1 | ||
| MTD | $24,685,326 | 2.46% | 19,323 | $3,242,404 | Up ×2 | ||
| TDG | $20,882,391 | 2.08% | 15,677 | $-24,602,153 | Down ×2 | ||
| DHR | $18,135,982 | 1.80% | 95,212 | $-4,651,852 | Down ×1 | ||
| UL | $17,119,110 | 1.70% | 284,749 | $-2,533,147 | Down ×1 | ||
| ORCL | $16,393,523 | 1.63% | 111,863 | $-1,186,858 | Down ×2 | ||
| AMT | $13,320,159 | 1.33% | 81,434 | $-2,088,301 | Down ×1 | ||
| SARO | $12,796,904 | 1.27% | 427,847 | Up ×1 | |||
| HEI | $11,424,082 | 1.14% | 32,073 | $-1,662,387 | Down ×1 | ||
| QXO | $10,356,422 | 1.03% | 599,330 | $1,104,559 | Up ×1 | ||
| ECL | $9,824,067 | 0.98% | 35,261 | $277,141 | Down ×1 | ||
| GOOGL | $180,472 | 0.02% | 505 | $-31,172 | Down ×2 | ||
| NKE | $25,041 | 0.00% | 610 | $-7,179 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SARO | $12,796,904 | 427,847 | 1.27% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| TDG | Trimmed | -24K | -$24.6M |
| AMZN | Trimmed | -89K | -$13.0M |
| GE | Bought more | +2K | +$12.3M |
| GOOG | Trimmed | -63K | -$10.5M |
| GEV | Bought more | +3K | +$10.4M |
| APH | Trimmed | -31K | +$9.0M |
| ADI | Trimmed | -44K | -$8.1M |
| AVGO | Trimmed | -4K | +$8.1M |
| TSM | Trimmed | -10K | +$7.9M |
| NVDA | Trimmed | -10K | +$7.3M |
1 position hidden — reported move looks larger than the position itself (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.