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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
+2.51%
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
$1.09B
AUM Growth
-$61.2M
Cap. Flow
-$74.1M
Cap. Flow %
-6.8%
Top 10 Hldgs %
51.09%
Holding
36
New
4
Increased
5
Reduced
24
Closed
2

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$40.5M
2
NFLX icon
Netflix
NFLX
+$13.6M
3
V icon
Visa
V
+$8.21M
4
SYK icon
Stryker
SYK
+$6.64M
5
LIN icon
Linde
LIN
+$5.51M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$22M
2
ROP icon
Roper Technologies
ROP
+$19.7M
3
VLTO icon
Veralto
VLTO
+$18.2M
4
EFX icon
Equifax
EFX
+$17.6M
5
APH icon
Amphenol
APH
+$14.7M

Sector Composition

Rank Sector Weight
1 Technology 42.03%
2 Industrials 12.89%
3 Financials 11.14%
4 Healthcare 10.87%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
26
Salesforce
CRM
$158B
$19.8M 1.82%
74,929
-48,756
-39% -$12.1M
AMT icon
27
American Tower
AMT
$79.4B
$15.4M 1.41%
87,773
-10,813
-11% -$1.97M
HEI icon
28
HEICO Corp
HEI
$52.1B
$15.2M 1.39%
46,825
-576
-1% -$182K
NFLX icon
29
Netflix
NFLX
$309B
$11.9M 1.09%
+126,444
New +$13.6M
VLTO icon
30
Veralto
VLTO
$23.6B
$10M 0.92%
100,434
-180,143
-64% -$18.2M
ASML icon
31
ASML
ASML
$695B
$3.9M 0.36%
+3,647
New +$3.8M
GEV icon
32
GE Vernova
GEV
$277B
$3.34M 0.31%
+5,110
New +$3.11M
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.2T
$239K 0.02%
762
-60
-7% -$17.1K
NKE icon
34
Nike
NKE
$60.1B
$36.9K ﹤0.01%
579
– –
EFX icon
35
Equifax
EFX
$21.2B
– –
-68,617
Closed -$17.6M
ROP icon
36
Roper Technologies
ROP
$39.1B
– –
-39,549
Closed -$19.7M
1
2

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Mar Vista Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Mar Vista Investment Partners held 36 positions worth $1.09B, down 5.3% from $1.15B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Mar Vista Investment Partners withdrew a net $74.1M in Q4 2025, closing 2 positions and reducing 24 holdings. Its most notable exit was Roper Technologies, an estimated $19.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 42% of assets, down from 44% a quarter earlier, followed by Industrials and Financials.

Against the trend, Mar Vista Investment Partners opened a new position in TSMC worth $42M.

  • Mar Vista Investment Partners's largest Q4 2025 buy was TSMC: 138,116 shares worth $42M.
  • Mar Vista Investment Partners added most to Visa in Q4 2025, an estimated $8.21M increase.
  • Mar Vista Investment Partners's biggest Q4 2025 reduction was Oracle, cutting an estimated $22M.
  • Mar Vista Investment Partners fully exited Roper Technologies in Q4 2025, selling an estimated $19.7M.
  • Mar Vista Investment Partners's ten largest holdings make up 51% of its $1.09B portfolio in Q4 2025.
  • Mar Vista Investment Partners opened 4 new positions and closed 2 in Q4 2025.
  • Mar Vista Investment Partners's portfolio value fell 5.3% quarter-over-quarter to $1.09B.

Based on Mar Vista Investment Partners's 13F filing for Q4 2025, filed 17 Feb 2026.