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MVIP

Mar Vista Investment Partners Portfolio holdings

AUM $1,000M
1-Year Est. Return 19.72%
This Fund
S&P 500
This Quarter Est. Return
-5.2%
1 Year Est. Return
+19.72%
3 Year Est. Return
+68.75%
5 Year Est. Return
+84.36%
10 Year Est. Return
+360.55%
AUM
$1,000M
AUM Growth
-$89.7M
Cap. Flow
-$7.66M
Cap. Flow %
-0.77%
Top 10 Hldgs %
50.49%
Holding
36
New
2
Increased
17
Reduced
16
Closed
1

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$18.6M
2
GE icon
GE Aerospace
GE
+$16.9M
3
GEV icon
GE Vernova
GEV
+$14.1M
4
NFLX icon
Netflix
NFLX
+$11.7M
5
QXO
QXO Inc
QXO
+$10.9M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$19.8M
2
LIN icon
Linde
LIN
+$18.5M
3
INTU icon
Intuit
INTU
+$18.3M
4
SAP icon
SAP
SAP
+$18.1M
5
TSM icon
TSMC
TSM
+$16.4M

Sector Composition

Rank Sector Weight
1 Technology 36.62%
2 Industrials 16.13%
3 Healthcare 11.89%
4 Financials 11.04%
5 Communication Services 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.9T
$65.5M 6.55%
258,050
+4,479
+2% +$1.17M
NVDA icon
2
NVIDIA
NVDA
$5.09T
$62.8M 6.28%
360,092
+44,370
+14% +$8.14M
MSFT icon
3
Microsoft
MSFT
$2.85T
$59.1M 5.91%
159,643
-1,432
-0.9% -$599K
AMZN icon
4
Amazon
AMZN
$2.51T
$56.2M 5.62%
269,939
-1,678
-0.6% -$369K
GOOG icon
5
Alphabet (Google) Class C
GOOG
$3.91T
$50.2M 5.02%
175,015
+4,037
+2% +$1.27M
TDG icon
6
TransDigm Group
TDG
$69.8B
$45.5M 4.55%
39,246
-545
-1% -$714K
AVGO icon
7
Broadcom
AVGO
$1.83T
$43.3M 4.33%
139,777
+56,434
+68% +$18.6M
V icon
8
Visa
V
$674B
$41.4M 4.15%
137,140
+4,639
+4% +$1.49M
JNJ icon
9
Johnson & Johnson
JNJ
$633B
$40.6M 4.06%
166,000
-3,614
-2% -$842K
MCO icon
10
Moody's
MCO
$82.2B
$40.2M 4.02%
92,070
+4,508
+5% +$2.13M
ADI icon
11
Analog Devices
ADI
$182B
$38M 3.8%
119,456
-8
-0% -$2.54K
LIN icon
12
Linde
LIN
$236B
$36.9M 3.69%
74,333
-39,200
-35% -$18.5M
APH icon
13
Amphenol
APH
$191B
$36.7M 3.67%
290,461
-6,263
-2% -$882K
AME icon
14
Ametek
AME
$55.5B
$36.7M 3.67%
171,125
-4,199
-2% -$933K
GE icon
15
GE Aerospace
GE
$370B
$36.4M 3.64%
128,345
+53,773
+72% +$16.9M
SYK icon
16
Stryker
SYK
$126B
$34.1M 3.41%
103,638
+2,465
+2% +$885K
TSM icon
17
TSMC
TSM
$2.11T
$30.6M 3.06%
90,434
-47,682
-35% -$16.4M
META icon
18
Meta Platforms (Facebook)
META
$1.54T
$30.1M 3.01%
52,526
-3,620
-6% -$2.32M
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.07T
$28.8M 2.88%
60,059
+157
+0.3% +$77.1K
NFLX icon
20
Netflix
NFLX
$291B
$24.9M 2.49%
259,292
+132,848
+105% +$11.7M
DHR icon
21
Danaher
DHR
$135B
$22.8M 2.28%
120,189
+13,124
+12% +$2.79M
MTD icon
22
Mettler-Toledo International
MTD
$27B
$21.4M 2.14%
17,002
+361
+2% +$487K
GEV icon
23
GE Vernova
GEV
$272B
$20.2M 2.02%
23,191
+18,081
+354% +$14.1M
UL icon
24
Unilever
UL
$131B
$19.7M 1.97%
344,958
+8,491
+3% +$569K
ORCL icon
25
Oracle
ORCL
$339B
$17.6M 1.76%
119,505
-2,588
-2% -$421K
1
2

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Mar Vista Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Mar Vista Investment Partners held 36 positions worth $1,000M, down 8.2% from $1.09B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Mar Vista Investment Partners's Q1 2026 filing shows 2 new, 17 increased, 16 reduced and 1 closed positions. Its largest new stake was QXO Inc: 476,409 shares worth $9.25M. The largest sale was Salesforce, an estimated $19.8M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 42% a quarter earlier, followed by Industrials and Healthcare.

  • Mar Vista Investment Partners's largest Q1 2026 buy was QXO Inc: 476,409 shares worth $9.25M.
  • Mar Vista Investment Partners added most to Broadcom in Q1 2026, an estimated $18.6M increase.
  • Mar Vista Investment Partners's biggest Q1 2026 reduction was Linde, cutting an estimated $18.5M.
  • Mar Vista Investment Partners fully exited Salesforce in Q1 2026, selling an estimated $19.8M.
  • Mar Vista Investment Partners's ten largest holdings make up 50% of its $1,000M portfolio in Q1 2026.
  • Mar Vista Investment Partners opened 2 new positions and closed 1 in Q1 2026.
  • Mar Vista Investment Partners's portfolio value fell 8.2% quarter-over-quarter to $1,000M.

Based on Mar Vista Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.