§ 13F · FUND PROFILE
MAR VISTA INVESTMENT PARTNERS LLC.
AUM · $1.0B (13F)Positions · 33Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 350K | $70M | 7.0% | −3% |
| 2 | AAPL | APPLE INC | 226K | $65M | 6.5% | −12% |
| 3 | MSFT | MICROSOFT CORP | 140K | $52M | 5.2% | −12% |
| 4 | AVGO | BROADCOM INC | 136K | $51M | 5.1% | −3% |
| 5 | GE | GE AEROSPACE | 130K | $49M | 4.8% | +2% |
| 6 | APH | AMPHENOL CORP-CL A | 259K | $46M | 4.5% | −11% |
| 7 | V | VISA INC-CLASS A SHARES | 126K | $43M | 4.3% | −8% |
| 8 | AMZN | AMAZON.COM INC | 181K | $43M | 4.3% | −33% |
| 9 | GOOG | ALPHABET INC-CL C | 112K | $40M | 4.0% | −36% |
| 10 | MCO | MOODYS CORP | 86K | $39M | 3.9% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAR SIGNAL
AC read
MAR VISTA INVESTMENT PARTNERS LLC is a Other fund managing $1.0 billion in assets. The fund runs a portfolio of 33 positions.
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