We are live on ! Find out more
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%

No holdings matched the selected filter criteria.

1 2

Similar funds

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return
N
Numerai San Francisco, California $997M AUM 15.84% 1-Year Est. Return

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.