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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
+5.96%
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
$1.15B
AUM Growth
-$155M
Cap. Flow
-$201M
Cap. Flow %
-17.51%
Top 10 Hldgs %
49.51%
Holding
57
New
–
Increased
4
Reduced
27
Closed
25

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$10.5M
2
AAPL icon
Apple
AAPL
+$7.07M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.8K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$24.4M
2
ADBE icon
Adobe
ADBE
+$24.2M
3
MSFT icon
Microsoft
MSFT
+$15.9M
4
EFX icon
Equifax
EFX
+$14.7M
5
ORCL icon
Oracle
ORCL
+$12.3M

Sector Composition

Rank Sector Weight
1 Technology 44.33%
2 Industrials 15.41%
3 Healthcare 10.09%
4 Financials 9.84%
5 Communication Services 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.71T
$87.1M 7.57%
168,144
-31,197
-16% -$15.9M
AAPL icon
2
Apple
AAPL
$4.57T
$68.8M 5.98%
270,359
+31,305
+13% +$7.07M
ORCL icon
3
Oracle
ORCL
$423B
$60.3M 5.24%
214,430
-48,156
-18% -$12.3M
TDG icon
4
TransDigm Group
TDG
$67.7B
$55.4M 4.82%
42,049
-3,673
-8% -$5.25M
AMZN icon
5
Amazon
AMZN
$2.96T
$54.4M 4.73%
247,963
-34,780
-12% -$7.87M
NVDA icon
6
NVIDIA
NVDA
$5.42T
$54.4M 4.73%
291,580
+59,985
+26% +$10.5M
APH icon
7
Amphenol
APH
$209B
$50.3M 4.37%
406,710
-16,485
-4% -$1.81M
LIN icon
8
Linde
LIN
$226B
$47.8M 4.16%
100,666
-20,120
-17% -$9.53M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.32T
$47.4M 4.12%
194,560
+29,983
+18% +$6.3M
MCO icon
10
Moody's
MCO
$82.7B
$43.7M 3.79%
91,633
-1,798
-2% -$906K
INTU icon
11
Intuit
INTU
$89B
$43.4M 3.77%
63,501
-8,774
-12% -$6.32M
META icon
12
Meta Platforms (Facebook)
META
$1.51T
$41.8M 3.63%
56,946
-10,339
-15% -$7.7M
SAP icon
13
SAP
SAP
$238B
$37.7M 3.28%
141,152
-6,213
-4% -$1.75M
V icon
14
Visa
V
$677B
$37M 3.22%
108,414
-5,018
-4% -$1.74M
AME icon
15
Ametek
AME
$58.2B
$33.8M 2.94%
179,827
-3,905
-2% -$719K
JNJ icon
16
Johnson & Johnson
JNJ
$625B
$33.4M 2.9%
180,093
-9,348
-5% -$1.6M
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.13T
$32.5M 2.82%
64,647
-12,350
-16% -$5.98M
SYK icon
18
Stryker
SYK
$130B
$30.7M 2.67%
82,957
-1,905
-2% -$736K
ADI icon
19
Analog Devices
ADI
$190B
$30.2M 2.63%
123,106
-30,277
-20% -$7.28M
VLTO icon
20
Veralto
VLTO
$24B
$29.9M 2.6%
280,577
-7,043
-2% -$743K
MTD icon
21
Mettler-Toledo International
MTD
$28.6B
$29.5M 2.56%
24,010
-1,148
-5% -$1.44M
CRM icon
22
Salesforce
CRM
$158B
$29.3M 2.55%
123,685
-26,901
-18% -$6.78M
AVGO icon
23
Broadcom
AVGO
$2.04T
$28.8M 2.5%
87,245
-79,524
-48% -$24.4M
GE icon
24
GE Aerospace
GE
$384B
$25.2M 2.19%
83,823
-33,571
-29% -$9.18M
UL icon
25
Unilever
UL
$136B
$23.4M 2.03%
350,159
-106,397
-23% -$7.34M
1
2

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Mar Vista Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Mar Vista Investment Partners held 57 positions worth $1.15B, down 12% from $1.31B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Mar Vista Investment Partners withdrew a net $201M in Q3 2025, closing 25 positions and reducing 27 holdings. Its most notable exit was Adobe, an estimated $24.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 44% of assets, up from 43% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Mar Vista Investment Partners added an estimated $10.5M to NVIDIA.

  • Mar Vista Investment Partners added most to NVIDIA in Q3 2025, an estimated $10.5M increase.
  • Mar Vista Investment Partners's biggest Q3 2025 reduction was Broadcom, cutting an estimated $24.4M.
  • Mar Vista Investment Partners fully exited Adobe in Q3 2025, selling an estimated $24.2M.
  • Mar Vista Investment Partners's ten largest holdings make up 50% of its $1.15B portfolio in Q3 2025.
  • Mar Vista Investment Partners opened 0 new positions and closed 25 in Q3 2025.
  • Mar Vista Investment Partners's portfolio value fell 12% quarter-over-quarter to $1.15B.

Based on Mar Vista Investment Partners's 13F filing for Q3 2025, filed 12 Nov 2025.