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MVIP

Mar Vista Investment Partners Portfolio holdings

AUM $1B
1-Year Est. Return 17.67%
This Fund
S&P 500
This Quarter Est. Return
+14.28%
1 Year Est. Return
+17.67%
3 Year Est. Return
+73.9%
5 Year Est. Return
+89.79%
10 Year Est. Return
+406.35%
AUM
$1B
AUM Growth
+$5.09M
Cap. Flow
-$119M
Cap. Flow %
-11.87%
Top 10 Hldgs %
49.62%
Holding
36
New
1
Increased
7
Reduced
24
Closed
3

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$17.4M
2
SARO
StandardAero Inc
SARO
+$11.3M
3
NFLX icon
Netflix
NFLX
+$9.91M
4
SYK icon
Stryker
SYK
+$2.97M
5
GEV icon
GE Vernova
GEV
+$2.97M

Top Sells

Rank Stock Value
1
TDG icon
TransDigm Group
TDG
+$28.9M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$22.4M
3
AMZN icon
Amazon
AMZN
+$22.2M
4
ADI icon
Analog Devices
ADI
+$17.5M
5
INTU icon
Intuit
INTU
+$9.09M

Sector Composition

Rank Sector Weight
1 Technology 39.41%
2 Industrials 17.01%
3 Healthcare 11.5%
4 Financials 10.87%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.56T
$70.1M 6.98%
350,322
-9,770
-3% -$2.01M
AAPL icon
2
Apple
AAPL
$4.67T
$65.5M 6.52%
226,342
-31,708
-12% -$9.07M
MSFT icon
3
Microsoft
MSFT
$3.71T
$52.2M 5.2%
140,064
-19,579
-12% -$7.92M
AVGO icon
4
Broadcom
AVGO
$1.7T
$51.3M 5.11%
135,898
-3,879
-3% -$1.56M
GE icon
5
GE Aerospace
GE
$350B
$48.7M 4.85%
130,318
+1,973
+2% +$618K
APH icon
6
Amphenol
APH
$204B
$45.7M 4.55%
518,084
-62,838
-11% -$4.53M
V icon
7
Visa
V
$700B
$43.4M 4.32%
126,493
-10,647
-8% -$3.42M
AMZN icon
8
Amazon
AMZN
$2.79T
$43.2M 4.3%
181,364
-88,575
-33% -$22.2M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.1T
$39.7M 3.95%
112,334
-62,681
-36% -$22.4M
MCO icon
10
Moody's
MCO
$85.5B
$38.7M 3.86%
85,542
-6,528
-7% -$2.93M
TSM icon
11
TSMC
TSM
$2.22T
$38.5M 3.83%
80,628
-9,806
-11% -$3.98M
JNJ icon
12
Johnson & Johnson
JNJ
$663B
$37.2M 3.7%
146,288
-19,712
-12% -$4.59M
AME icon
13
Ametek
AME
$54.5B
$36.1M 3.59%
149,014
-22,111
-13% -$5.09M
SYK icon
14
Stryker
SYK
$116B
$35.6M 3.54%
113,049
+9,411
+9% +$2.97M
LIN icon
15
Linde
LIN
$220B
$35.5M 3.53%
68,335
-5,998
-8% -$3.04M
GEV icon
16
GE Vernova
GEV
$251B
$30.7M 3.05%
26,096
+2,905
+13% +$2.97M
ADI icon
17
Analog Devices
ADI
$176B
$29.9M 2.98%
75,348
-44,108
-37% -$17.5M
META icon
18
Meta Platforms (Facebook)
META
$1.57T
$27.7M 2.76%
49,223
-3,303
-6% -$2.02M
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.08T
$27.1M 2.7%
54,156
-5,903
-10% -$2.84M
NFLX icon
20
Netflix
NFLX
$326B
$26.6M 2.64%
371,863
+112,571
+43% +$9.91M
ASML icon
21
ASML
ASML
$659B
$26.4M 2.62%
13,245
+10,941
+475% +$17.4M
MTD icon
22
Mettler-Toledo International
MTD
$27B
$24.7M 2.46%
19,323
+2,321
+14% +$2.8M
TDG icon
23
TransDigm Group
TDG
$64.2B
$20.9M 2.08%
15,677
-23,569
-60% -$28.9M
DHR icon
24
Danaher
DHR
$146B
$18.1M 1.8%
95,212
-24,977
-21% -$4.53M
UL icon
25
Unilever
UL
$138B
$17.1M 1.7%
284,749
-60,209
-17% -$3.48M
1
2

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Mar Vista Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Mar Vista Investment Partners held 36 positions worth $1B, up 0.51% from $1,000M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Mar Vista Investment Partners withdrew a net $119M in Q2 2026, closing 3 positions and reducing 24 holdings. Its most notable exit was Intuit, an estimated $9.09M position sold in full.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 37% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Mar Vista Investment Partners opened a new position in StandardAero Inc worth $12.8M.

  • Mar Vista Investment Partners's largest Q2 2026 buy was StandardAero Inc: 427,847 shares worth $12.8M.
  • Mar Vista Investment Partners added most to ASML in Q2 2026, an estimated $17.4M increase.
  • Mar Vista Investment Partners's biggest Q2 2026 reduction was TransDigm Group, cutting an estimated $28.9M.
  • Mar Vista Investment Partners fully exited Intuit in Q2 2026, selling an estimated $9.09M.
  • Mar Vista Investment Partners's ten largest holdings make up 50% of its $1B portfolio in Q2 2026.
  • Mar Vista Investment Partners opened 1 new position and closed 3 in Q2 2026.
  • Mar Vista Investment Partners's portfolio value rose 0.51% quarter-over-quarter to $1B.

Based on Mar Vista Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.