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
| Hist | Stock | Activity | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026filed May 13, 262 new6 added7 reduced1 exited | ||||
| ≡ | INTU – INTUIT INC | Reduce 65.00% | −38,278 | −2.70 |
| ≡ | SAP – SAP SE-SPONSORED ADR | Reduce 97.00% | −87,764 | −1.97 |
| ≡ | CRM – SALESFORCE INC | Sell | −74,929 | −1.82 |
| ≡ | VLTO – VERALTO CORP | Reduce 99.00% | −99,871 | −0.91 |
| ≡ | TSM – TAIWAN SEMICONDUCTOR-SP ADR | Reduce 35.00% | −47,682 | −0.80 |
| ≡ | LIN – LINDE PLC | Reduce 35.00% | −39,200 | −0.76 |
| ≡ | META – META PLATFORMS INC-CLASS A | Reduce 6.00% | −3,620 | −0.40 |
| ≡ | ASML – ASML HOLDING NV-NY REG SHS | Reduce 37.00% | −1,343 | −0.05 |