MAR VISTA INVESTMENT PARTNERS LLC
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 35
- Portfolio value:
- $999,736,000
- Filed:
- May 13, 2026
- CIK:
- 1419999
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| AAPLhist | APPLE INC | 6.55 | Add 2.00% | 258,050 | $253.79 | $65.49M |
| NVDAhist | NVIDIA CORP | 6.28 | Add 14.00% | 360,092 | $174.40 | $62.80M |
| MSFThist | MICROSOFT CORP | 5.91 | Reduce 1.00% | 159,643 | $370.17 | $59.09M |
| AMZNhist | AMAZON.COM INC | 5.62 | Reduce 1.00% | 269,939 | $208.27 | $56.22M |
| GOOGhist | ALPHABET INC-CL C | 5.02 | Add 2.00% | 175,015 | $286.86 | $50.20M |
| TDGhist | TRANSDIGM GROUP INC | 4.55 | Reduce 1.00% | 39,246 | $1158.97 | $45.48M |
| AVGOhist | BROADCOM INC | 4.33 | Add 68.00% | 139,777 | $309.51 | $43.26M |
| Vhist | VISA INC-CLASS A SHARES | 4.15 | Add 4.00% | 137,140 | $302.24 | $41.45M |
| JNJhist | JOHNSON & JOHNSON | 4.06 | Reduce 2.00% | 166,000 | $244.44 | $40.58M |
| MCOhist | MOODYS CORP | 4.02 | Add 5.00% | 92,070 | $436.26 | $40.17M |
| ADIhist | ANALOG DEVICES INC | 3.80 | — | 119,456 | $318.14 | $38.00M |
| LINhist | LINDE PLC | 3.69 | Reduce 35.00% | 74,333 | $495.76 | $36.85M |
| APHhist | AMPHENOL CORP-CL A | 3.67 | Reduce 2.00% | 290,461 | $126.35 | $36.70M |
| AMEhist | AMETEK INC | 3.67 | Reduce 2.00% | 171,125 | $214.36 | $36.68M |
| GEhist | GE AEROSPACE | 3.64 | Add 72.00% | 128,345 | $283.77 | $36.42M |
| SYKhist | STRYKER CORP | 3.41 | Add 2.00% | 103,638 | $328.59 | $34.05M |
| TSMhist | TAIWAN SEMICONDUCTOR-SP ADR | 3.06 | Reduce 35.00% | 90,434 | $337.95 | $30.56M |
| METAhist | META PLATFORMS INC-CLASS A | 3.01 | Reduce 6.00% | 52,526 | $572.14 | $30.05M |
| BRK.Bhist | BERKSHIRE HATHAWAY INC-CL B | 2.88 | — | 60,059 | $479.20 | $28.78M |
| NFLXhist | NETFLIX INC | 2.49 | Add 105.00% | 259,292 | $96.15 | $24.93M |
| DHRhist | DANAHER CORP | 2.28 | Add 12.00% | 120,189 | $189.60 | $22.79M |
| MTDhist | METTLER-TOLEDO INTERNATIONAL | 2.14 | Add 2.00% | 17,002 | $1261.20 | $21.44M |
| GEVhist | GE VERNOVA INC | 2.02 | Add 354.00% | 23,191 | $872.88 | $20.24M |
| ULhist | UNILEVER PLC-SPONSORED ADR | 1.97 | Add 3.00% | 344,958 | $56.97 | $19.65M |
| ORCLhist | ORACLE CORP | 1.76 | Reduce 2.00% | 119,505 | $147.11 | $17.58M |
| AMThist | AMERICAN TOWER CORP | 1.54 | Add 2.00% | 89,283 | $172.57 | $15.41M |
| HEIhist | HEICO CORP | 1.31 | Add 2.00% | 47,726 | $274.19 | $13.09M |
| ECLhist | ECOLAB INC | 0.95 | Buy | 35,888 | $266.02 | $9.55M |
| QXOhist | QXO INC | 0.93 | Buy | 476,409 | $19.42 | $9.25M |
| INTUhist | INTUIT INC | 0.91 | Reduce 65.00% | 21,020 | $432.40 | $9.09M |
| ASMLhist | ASML HOLDING NV-NY REG SHS | 0.30 | Reduce 37.00% | 2,304 | $1320.75 | $3.04M |
| SAPhist | SAP SE-SPONSORED ADR | 0.05 | Reduce 97.00% | 3,066 | $171.23 | $525K |
| GOOGLhist | ALPHABET INC-CL A | 0.02 | Reduce 3.00% | 736 | $288.04 | $212K |
| VLTOhist | VERALTO CORP | 0.01 | Reduce 99.00% | 563 | $88.81 | $50K |
| NKEhist | NIKE INC CL B | 0.00 | Add 5.00% | 610 | $52.46 | $32K |
| CRMhist | SALESFORCE INC | 0.00 | Sell | 0 | — | $0 |