Mar Vista Partners – 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
Style:
Concentrated Quality Growth
HistStockActivityShare change% change to portfolio
Q1 2026filed May 13, 262 new6 added7 reduced1 exited
≡INTU – INTUIT INCReduce 65.00%−38,278−2.70
≡SAP – SAP SE-SPONSORED ADRReduce 97.00%−87,764−1.97
≡CRM – SALESFORCE INCSell−74,929−1.82
≡GEV – GE VERNOVA INCAdd 354.00%18,0811.72
≡AVGO – BROADCOM INCAdd 68.00%56,4341.68
≡GE – GE AEROSPACEAdd 72.00%53,7731.53
≡NFLX – NETFLIX INCAdd 105.00%132,8481.41
≡ECL – ECOLAB INCBuy35,8880.95
≡QXO – QXO INCBuy476,4090.93
≡VLTO – VERALTO CORPReduce 99.00%−99,871−0.91
≡NVDA – NVIDIA CORPAdd 14.00%44,3700.88
≡TSM – TAIWAN SEMICONDUCTOR-SP ADRReduce 35.00%−47,682−0.80
≡LIN – LINDE PLCReduce 35.00%−39,200−0.76
≡META – META PLATFORMS INC-CLASS AReduce 6.00%−3,620−0.40
≡ASML – ASML HOLDING NV-NY REG SHSReduce 37.00%−1,343−0.05
≡DHR – DANAHER CORPAdd 12.00%13,1240.03