MAR Vista Investment Partners portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 10, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
MAR Vista Investment Partners reported a $1.0 bn portfolio of 32 companies (33 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are NVDA, AAPL, MSFT. During the quarter it opened StandardAero and exited Intuit.
Sections with a free account
What changed this quarter
35 positions with a change (1 new, 7 added to, 24 trimmed, 3 sold). 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- TransDigm Group−60%fewer sharesReduced4.5% → 2.1%
- Alphabet−2.2 ppof portfolioReduced5.0% → 4.0%
- Asml Holding+475%more sharesIncreased0.3% → 2.6%
- Amazon.com−33%fewer sharesReduced5.6% → 4.3%
- Analog Devices−37%fewer sharesReduced3.8% → 3.0%
- StandardAero+1.3 ppof portfolioNew— → 1.3%
- Apple−12%fewer sharesReduced6.6% → 6.5%
- Intuit−0.9 ppof portfolioSold out0.9% → —
- Netflix+43%more sharesIncreased2.5% → 2.6%
- Microsoft−12%fewer sharesReduced5.9% → 5.2%
- Heico−33%fewer sharesReduced1.3% → 1.1%
- Amphenol−11%fewer sharesReduced3.7% → 4.5%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA7.0%
- AppleAAPL6.5%
- MicrosoftMSFT5.2%
- BroadcomAVGO5.1%
- GE AerospaceGE4.8%
- AmphenolAPH4.5%
- VisaV4.3%
- Amazon.comAMZN4.3%
- AlphabetGOOG · GOOGL4.0%
- Moody'sMCO3.9%
- Taiwan Semiconductor ManufacturingTSM3.8%
- Johnson & JohnsonJNJ3.7%
- AmetekAME3.6%
- StrykerSYK3.5%
- LindeLIN3.5%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 39%
- ● Industrials 17%
- ● Health Care 12%
- ● Financials 11%
- ● Communication Services 9%
- ● Materials 5%
- ● Consumer Discretionary 4%
- ● Consumer Staples 2%
- ● Real Estate 1%
How its portfolio changed (8 quarters)
Q2 2026: 33
Q2 2026: 50%
Q2 2026: 11.4%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 24, 2026 (medium confidence).
The data, as reported: MAR VISTA INVESTMENT PARTNERS, LLC (CRD 144906): Institutional mandates; 5.D assets by client type: pension plans 49%, registered funds 19%, other 11%, corporations 7% (of $1.1 bn); 5.F 165 accounts, 0% non-discretionary; 5.D 165 clients, 145 individuals
The type comes from a rule applied to that data. If it looks wrong, tell us.
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