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CIK: 0001419999
Total reported value
$1.0B
$1.0B
35 檔
29.2%
At the close of Q1 2026, Mar Vista Investment Partners LLC disclosed equity holdings valued at approximately $1.0B, spread across 35 reported holdings.
Mar Vista Investment Partners LLC executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 1 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.55% | -0.03% | +1.77% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.28% | +0.70% | +14.05% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.91% | -0.71% | -0.89% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.62% | -1.32% | -0.62% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.02% | -1.07% | +2.36% | |
| 6 | TDG | Transdigm Group Inc | Stock-Industrials | 4.55% | -2.47% | -1.37% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 4.33% | +0.78% | +67.71% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 4.15% | +0.17% | +3.50% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.06% | -0.36% | -2.13% | |
| 10 | MCO | Moody's CORP | Stock-Financials | 4.02% | -0.16% | +5.15% | |
| 11 | ADI | Analog Devices Inc | Stock-Tech | 3.80% | -0.82% | -0.01% | |
| 12 | LIN | Linde plc | Stock-Materials | 3.69% | -0.16% | -34.53% | |
| 13 | APH | Amphenol Corp-cl A | Stock-Tech | 3.67% | +0.88% | -2.11% | |
| 14 | AME | Ametek Inc | Stock-Industrials | 3.67% | -0.08% | -2.40% | |
| 15 | GE | General Electric | Stock-Industrials | 3.64% | +1.21% | +72.11% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 3.41% | +0.13% | +2.44% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.06% | +0.77% | -34.52% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.01% | -0.25% | -6.45% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.88% | -0.18% | +0.26% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 2.49% | +0.15% | +105.06% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 2.28% | -0.48% | +12.26% | |
| 22 | MTD | Mettler-toledo International | Stock-Healthcare | 2.14% | +0.32% | +2.17% | |
| 23 | GEV | GE Vernova Inc | Stock-Industrials | 2.02% | +1.03% | +353.84% | |
| 24 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 1.97% | -0.27% | +2.52% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.76% | -0.13% | -2.12% | |
| 26 | AMT | American Tower CORP | Stock-Real Estate | 1.54% | -0.21% | +1.72% | |
| 27 | HEI | Heico CORP | Stock-Industrials | 1.31% | -0.17% | +1.92% | |
| 28 | ECL | Ecolab Inc | Stock-Materials | 0.95% | +0.03% | — | |
| 29 | QXO | Qxo Inc | Stock-Industrials | 0.93% | +0.10% | — | |
| 30 | INTU | Intuit Inc | Stock-Tech | 0.91% | -0.91% | EXIT | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.30% | +2.32% | -36.82% | |
| 32 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.05% | -0.05% | EXIT | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.02% | — | -3.41% | |
| 34 | VLTO | Veralto CORP | Stock-Industrials | — | — | EXIT | |
| 35 | NKE | Nike Inc -cl B | Stock-Consumer Disc | — | — | +5.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +1.7% | +353.84% | Add |
| 2 | AVGO | Broadcom Inc | +1.7% | +67.71% | Add |
| 3 | GE | General Electric | +1.5% | +72.11% | Add |
| 4 | NFLX | Netflix Inc | +1.4% | +105.06% | Add |
| 5 | NVDA | Nvidia CORP | +0.9% | +14.05% | Add |
| 6 | JNJ | Johnson & Johnson | +0.8% | -2.13% | Trim |
| 7 | ADI | Analog Devices Inc | +0.8% | -0.01% | Trim |
| 8 | AME | Ametek Inc | +0.4% | -2.40% | Trim |
| 9 | AAPL | Apple Inc | +0.2% | +1.77% | Add |
| 10 | SYK | Stryker CORP | +0.2% | +2.44% | Add |
| 11 | AMT | American Tower CORP | +0.1% | +1.72% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.26% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +2.36% | Add |
| 14 | DHR | Danaher CORP | 0% | +12.26% | Add |
| 15 | MTD | Mettler-toledo International | 0% | +2.17% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | — | -3.41% | Trim |
| 17 | NKE | Nike Inc -cl B | — | +5.35% | Add |
| 18 | APH | Amphenol Corp-cl A | 0% | -2.11% | Trim |
| 19 | UL | Unilever Plc-sponsored Adr | -0.1% | +2.52% | Add |
| 20 | ASML | ASML Holding N.V. | -0.1% | -36.82% | Trim |
| 21 | HEI | Heico CORP | -0.1% | +1.92% | Add |
| 22 | MCO | Moody's CORP | -0.1% | +5.15% | Add |
| 23 | V | Visa Inc-class A Shares | -0.1% | +3.50% | Add |
| 24 | AMZN | Amazon.com Inc | -0.1% | -0.62% | Trim |
| 25 | TDG | Transdigm Group Inc | -0.3% | -1.37% | Trim |
| 26 | META | Meta Platforms Inc-class A | -0.4% | -6.45% | Trim |
| 27 | ORCL | Oracle CORP | -0.4% | -2.12% | Trim |
| 28 | LIN | Linde plc | -0.8% | -34.53% | Trim |
| 29 | TSM | Taiwan Semiconductor-sp Adr | -0.8% | -34.52% | Trim |
| 30 | VLTO | Veralto CORP | -0.9% | -99.44% | Trim |
| 31 | MSFT | Microsoft CORP | -1.2% | -0.89% | Trim |
| 32 | SAP | Sap Se-sponsored Adr | -2% | -96.62% | Trim |
| 33 | INTU | Intuit Inc | -2.7% | -64.55% | Trim |
| 34 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 35 | ECL | Ecolab Inc | — | NEW | New buy |
| 36 | QXO | Qxo Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Mar Vista Investment Partners LLC reported a total U.S. public equity portfolio value of $1.0B across 35 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 29.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
ECL
市值: $9.5M
Top Position Liquidated / Trimmed
CRM
前期市值: $19.8M
During Q1 2026, Mar Vista Investment Partners LLC's top holdings by market value included AAPL (6.5%)、NVDA (6.3%)、MSFT (5.9%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q1 2026, Mar Vista Investment Partners LLC made 36 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 16 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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