MAR VISTA INVESTMENT PARTNERS LLC — 13F holdings

MAR VISTA INVESTMENT PARTNERS LLC reported 33 holdings worth $1.00B in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $70.1M (7.0%)
  2. AAPL APPLE INC — $65.5M (6.5%)
  3. MSFT MICROSOFT CORP — $52.2M (5.2%)
  4. AVGO BROADCOM INC — $51.3M (5.1%)
  5. GE GE AEROSPACE — $48.7M (4.8%)
  6. APH AMPHENOL CORP NEW — $45.7M (4.5%)
  7. V Visa Inc — $43.4M (4.3%)
  8. AMZN AMAZON COM INC — $43.2M (4.3%)
  9. GOOG ALPHABET INC — $39.7M (4.0%)
  10. MCO MOODYS CORP — $38.7M (3.9%)