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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
+16.27%
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
$1.31B
AUM Growth
+$89.4M
Cap. Flow
-$66.3M
Cap. Flow %
-5.08%
Top 10 Hldgs %
45.43%
Holding
57
New
1
Increased
17
Reduced
23
Closed
–

Top Buys

Rank Stock Value
1
GE icon
GE Aerospace
GE
+$25.8M
2
NVDA icon
NVIDIA
NVDA
+$5.73M
3
LIN icon
Linde
LIN
+$4.89M
4
APH icon
Amphenol
APH
+$1.93M
5
VLTO icon
Veralto
VLTO
+$1.28M

Top Sells

Rank Stock Value
1
HEI icon
HEICO Corp
HEI
+$17.4M
2
V icon
Visa
V
+$17.1M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$16.7M
4
AVGO icon
Broadcom
AVGO
+$10.8M
5
SAP icon
SAP
SAP
+$9.17M

Sector Composition

Rank Sector Weight
1 Technology 42.9%
2 Industrials 16.6%
3 Financials 10.15%
4 Healthcare 9.2%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.71T
$99.2M 7.59%
199,341
-7,846
-4% -$3.41M
TDG icon
2
TransDigm Group
TDG
$67.7B
$69.5M 5.32%
45,722
-4,670
-9% -$6.56M
AMZN icon
3
Amazon
AMZN
$2.96T
$62M 4.75%
282,743
-16,119
-5% -$3.19M
ORCL icon
4
Oracle
ORCL
$423B
$57.4M 4.4%
262,586
-6,805
-3% -$1.1M
INTU icon
5
Intuit
INTU
$89B
$56.9M 4.36%
72,275
-531
-0.7% -$359K
LIN icon
6
Linde
LIN
$226B
$56.7M 4.34%
120,786
+10,717
+10% +$4.89M
META icon
7
Meta Platforms (Facebook)
META
$1.51T
$49.7M 3.8%
67,285
-623
-0.9% -$385K
AAPL icon
8
Apple
AAPL
$4.57T
$49M 3.76%
239,054
-25,068
-9% -$5.06M
MCO icon
9
Moody's
MCO
$82.7B
$46.9M 3.59%
93,431
+909
+1% +$421K
AVGO icon
10
Broadcom
AVGO
$2.04T
$46M 3.52%
166,769
-49,785
-23% -$10.8M
SAP icon
11
SAP
SAP
$238B
$44.8M 3.43%
147,365
-31,990
-18% -$9.17M
APH icon
12
Amphenol
APH
$209B
$41.8M 3.2%
423,195
+23,563
+6% +$1.93M
CRM icon
13
Salesforce
CRM
$158B
$41.1M 3.14%
150,586
-12,223
-8% -$3.27M
V icon
14
Visa
V
$677B
$40.3M 3.08%
113,432
-48,918
-30% -$17.1M
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.13T
$37.4M 2.86%
76,997
+702
+0.9% +$357K
NVDA icon
16
NVIDIA
NVDA
$5.42T
$36.6M 2.8%
231,595
+45,536
+24% +$5.73M
ADI icon
17
Analog Devices
ADI
$190B
$36.5M 2.8%
153,383
-2,971
-2% -$619K
SYK icon
18
Stryker
SYK
$130B
$33.6M 2.57%
84,862
-5,325
-6% -$1.99M
AME icon
19
Ametek
AME
$58.2B
$33.2M 2.55%
183,732
-8,524
-4% -$1.47M
EFX icon
20
Equifax
EFX
$21.4B
$33M 2.53%
127,287
-3,594
-3% -$914K
UL icon
21
Unilever
UL
$136B
$31.4M 2.41%
456,556
-6,625
-1% -$465K
GE icon
22
GE Aerospace
GE
$384B
$30.2M 2.31%
+117,394
New +$25.8M
MTD icon
23
Mettler-Toledo International
MTD
$28.6B
$29.6M 2.26%
25,158
-4,976
-17% -$5.56M
GOOG icon
24
Alphabet (Google) Class C
GOOG
$4.32T
$29.2M 2.24%
164,577
-101,177
-38% -$16.7M
VLTO icon
25
Veralto
VLTO
$24B
$29M 2.22%
287,620
+13,228
+5% +$1.28M
1
2

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Mar Vista Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Mar Vista Investment Partners held 57 positions worth $1.31B, up 7.3% from $1.22B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Mar Vista Investment Partners withdrew a net $66.3M in Q2 2025, reducing 23 holdings. Its largest reduction was HEICO Corp, cutting an estimated $17.4M.

By sector, the portfolio is most concentrated in Technology at 43% of assets, up from 39% a quarter earlier, followed by Industrials and Financials.

Against the trend, Mar Vista Investment Partners opened a new position in GE Aerospace worth $30.2M.

  • Mar Vista Investment Partners's largest Q2 2025 buy was GE Aerospace: 117,394 shares worth $30.2M.
  • Mar Vista Investment Partners added most to NVIDIA in Q2 2025, an estimated $5.73M increase.
  • Mar Vista Investment Partners's biggest Q2 2025 reduction was HEICO Corp, cutting an estimated $17.4M.
  • Mar Vista Investment Partners's ten largest holdings make up 45% of its $1.31B portfolio in Q2 2025.
  • Mar Vista Investment Partners opened 1 new position and closed 0 in Q2 2025.
  • Mar Vista Investment Partners's portfolio value rose 7.3% quarter-over-quarter to $1.31B.

Based on Mar Vista Investment Partners's 13F filing for Q2 2025, filed 11 Aug 2025.