Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MAR VISTA INVESTMENT PARTNERS LLC (CIK 1419999) reported $999.7M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($65.5M, 6.55%), NVDA ($62.8M, 6.28%), MSFT ($59.1M, 5.91%), AMZN ($56.2M, 5.62%), GOOG ($50.2M, 5.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $65.5M | 6.55% | 258,050 | Added |
| 2 | NVDA | NVIDIA CORP | $62.8M | 6.28% | 360,092 | Added |
| 3 | MSFT | MICROSOFT CORP | $59.1M | 5.91% | 159,643 | Trimmed |
| 4 | AMZN | AMAZON.COM INC | $56.2M | 5.62% | 269,939 | Trimmed |
| 5 | GOOG | ALPHABET INC-CL C | $50.2M | 5.02% | 175,015 | Added |
| 6 | TDG | TRANSDIGM GROUP INC | $45.5M | 4.55% | 39,246 | Trimmed |
| 7 | AVGO | BROADCOM INC | $43.3M | 4.33% | 139,777 | Added |
| 8 | V | VISA INC-CLASS A SHARES | $41.4M | 4.15% | 137,140 | Added |
| 9 | JNJ | JOHNSON & JOHNSON | $40.6M | 4.06% | 166,000 | Trimmed |
| 10 | MCO | MOODYS CORP | $40.2M | 4.02% | 92,070 | Added |
| 11 | ADI | ANALOG DEVICES INC | $38.0M | 3.80% | 119,456 | Trimmed |
| 12 | LIN | LINDE PLC | $36.9M | 3.69% | 74,333 | Trimmed |
| 13 | AME | AMETEK INC | $36.7M | 3.67% | 171,125 | Trimmed |
| 14 | APH | AMPHENOL CORP-CL A | $36.7M | 3.67% | 290,461 | Trimmed |
| 15 | GE | GE AEROSPACE | $36.4M | 3.64% | 128,345 | Added |
| 16 | SYK | STRYKER CORP | $34.1M | 3.41% | 103,638 | Added |
| 17 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $30.6M | 3.06% | 90,434 | Trimmed |
| 18 | META | META PLATFORMS INC-CLASS A | $30.1M | 3.01% | 52,526 | Trimmed |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC-CL B | $28.8M | 2.88% | 60,059 | Added |
| 20 | NFLX | NETFLIX INC | $24.9M | 2.49% | 259,292 | Added |
| 21 | DHR | DANAHER CORP | $22.8M | 2.28% | 120,189 | Added |
| 22 | MTD | METTLER-TOLEDO INTERNATIONAL | $21.4M | 2.14% | 17,002 | Added |
| 23 | GEV | GE VERNOVA INC | $20.2M | 2.02% | 23,191 | Added |
| 24 | UL | UNILEVER PLC-SPONSORED ADR | $19.7M | 1.97% | 344,958 | Added |
| 25 | ORCL | ORACLE CORP | $17.6M | 1.76% | 119,505 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31