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
| Hist | Stock | Activity | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026filed May 13, 262 new6 added7 reduced1 exited | ||||
| ≡ | GEV – GE VERNOVA INC | Add 354.00% | 18,081 | 1.72 |
| ≡ | AVGO – BROADCOM INC | Add 68.00% | 56,434 | 1.68 |
| ≡ | GE – GE AEROSPACE | Add 72.00% | 53,773 | 1.53 |
| ≡ | NFLX – NETFLIX INC | Add 105.00% | 132,848 | 1.41 |
| ≡ | ECL – ECOLAB INC | Buy | 35,888 | 0.95 |
| ≡ | QXO – QXO INC | Buy | 476,409 | 0.93 |
| ≡ | NVDA – NVIDIA CORP | Add 14.00% | 44,370 | 0.88 |
| ≡ | DHR – DANAHER CORP | Add 12.00% | 13,124 | 0.03 |