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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
+2.51%
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
$1.09B
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
MSFT icon
1
Microsoft
MSFT
$3.71T
$77.9M 7.15%
161,075
-7,069
-4% -$3.54M
AAPL icon
2
Apple
AAPL
$4.57T
$68.9M 6.33%
253,571
-16,788
-6% -$4.51M
AMZN icon
3
Amazon
AMZN
$2.96T
$62.7M 5.75%
271,617
+23,654
+10% +$5.41M
NVDA icon
4
NVIDIA
NVDA
$5.42T
$58.9M 5.4%
315,722
+24,142
+8% +$4.49M
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.32T
$53.7M 4.92%
170,978
-23,582
-12% -$6.76M
TDG icon
6
TransDigm Group
TDG
$67.7B
$52.9M 4.86%
39,791
-2,258
-5% -$2.96M
LIN icon
7
Linde
LIN
$226B
$48.4M 4.44%
113,533
+12,867
+13% +$5.51M
V icon
8
Visa
V
$677B
$46.5M 4.27%
132,501
+24,087
+22% +$8.21M
MCO icon
9
Moody's
MCO
$82.7B
$44.7M 4.11%
87,562
-4,071
-4% -$1.99M
TSM icon
10
TSMC
TSM
$2.18T
$42M 3.85%
+138,116
New +$40.5M
APH icon
11
Amphenol
APH
$209B
$40.1M 3.68%
296,724
-109,986
-27% -$14.7M
INTU icon
12
Intuit
INTU
$89B
$39.3M 3.61%
59,298
-4,203
-7% -$2.78M
META icon
13
Meta Platforms (Facebook)
META
$1.51T
$37.1M 3.4%
56,146
-800
-1% -$534K
AME icon
14
Ametek
AME
$58.2B
$36M 3.3%
175,324
-4,503
-3% -$876K
SYK icon
15
Stryker
SYK
$130B
$35.6M 3.26%
101,173
+18,216
+22% +$6.64M
JNJ icon
16
Johnson & Johnson
JNJ
$625B
$35.1M 3.22%
169,614
-10,479
-6% -$2.07M
ADI icon
17
Analog Devices
ADI
$190B
$32.4M 2.97%
119,464
-3,642
-3% -$915K
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.13T
$30.1M 2.76%
59,902
-4,745
-7% -$2.36M
AVGO icon
19
Broadcom
AVGO
$2.04T
$28.8M 2.65%
83,343
-3,902
-4% -$1.4M
DHR icon
20
Danaher
DHR
$144B
$24.5M 2.25%
107,065
-6,532
-6% -$1.44M
ORCL icon
21
Oracle
ORCL
$423B
$23.8M 2.18%
122,093
-92,337
-43% -$22M
MTD icon
22
Mettler-Toledo International
MTD
$28.6B
$23.2M 2.13%
16,641
-7,369
-31% -$10.3M
GE icon
23
GE Aerospace
GE
$384B
$23M 2.11%
74,572
-9,251
-11% -$2.79M
UL icon
24
Unilever
UL
$136B
$22.1M 2.03%
336,467
-13,692
-4% -$920K
SAP icon
25
SAP
SAP
$238B
$22.1M 2.03%
90,830
-50,322
-36% -$12.8M
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.