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Latest MAR VISTA INVESTMENT PARTNERS LLC Stock Portfolio

$999Million | No. of Holdings #35

MAR VISTA INVESTMENT PARTNERS LLC Performance

2026 Q1-6.71%
YTD-6.71%
2025+13.79%

About MAR VISTA INVESTMENT PARTNERS LLC and 13F Hedge Fund Stock Holdings

MAR VISTA INVESTMENT PARTNERS LLC is a hedge fund based in Palm Beach Gardens, FL. On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, MAR VISTA INVESTMENT PARTNERS LLC reported an equity portfolio of $999.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of MAR VISTA INVESTMENT PARTNERS LLC are AAPL, NVDA, MSFT. The fund has invested 6.6% of it's portfolio in APPLE INC and 6.3% of portfolio in NVIDIA CORP. <br><br> The fund managers got completely rid off SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in VERALTO CORP, SAP SE-SPONSORED ADR (SAP) and INTUIT INC (INTU). MAR VISTA INVESTMENT PARTNERS LLC opened new stock positions in ECOLAB INC (ECL) and QXO INC (SSNT). The fund showed a lot of confidence in some stocks as they added substantially to GE VERNOVA INC, NETFLIX INC (NFLX) and GE AEROSPACE (GE).
MAR VISTA INVESTMENT PARTNERS LLC Equity Portfolio Value
Last Reported on: 13 May, 2026
$999Million
  as of May 13, 2026

MAR VISTA INVESTMENT PARTNERS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MAR VISTA INVESTMENT PARTNERS LLC made a return of -6.71% in the last quarter. In trailing 12 months, it's portfolio return was 9.54%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ecolab inc9,546,930
qxo inc9,251,860
New stocks bought by MAR VISTA INVESTMENT PARTNERS LLC

Additions

Ticker% Inc.
ge vernova inc353
netflix inc105
ge aerospace72.11
broadcom inc67.71
nvidia corp14.05
danaher corp12.26
nike inc cl b5.35
moodys corp5.15
Additions to existing portfolio by MAR VISTA INVESTMENT PARTNERS LLC

Reductions

Ticker% Reduced
veralto corp-99.44
sap se-sponsored adr-96.62
intuit inc-64.55
asml holding nv-ny reg shs-36.82
linde plc-34.53
taiwan semiconductor-sp adr-34.52
meta platforms inc-class a-6.45
alphabet inc-cl a-3.41
MAR VISTA INVESTMENT PARTNERS LLC reduced stake in above stock

Sold off

Ticker$ Sold
salesforce inc-19,849,400
MAR VISTA INVESTMENT PARTNERS LLC got rid off the above stocks

Sector Distribution

MAR VISTA INVESTMENT PARTNERS LLC has about 34.1% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Healthcare
  • Communication Services
  • Others
  • Financial Services
  • Consumer Cyclical
  • Basic Materials
  • Real Estate
Sector%
Technology34.1
Industrials13.2
Healthcare11.9
Communication Services10.5
Others10.3
Financial Services8.2
Consumer Cyclical5.6
Basic Materials4.6
Real Estate1.5

Market Cap. Distribution

MAR VISTA INVESTMENT PARTNERS LLC has about 89.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP56.5
LARGE-CAP33.2
UNALLOCATED10.3

Stocks belong to which Index?

About 87.5% of the stocks held by MAR VISTA INVESTMENT PARTNERS LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50087.5
Others12.5
Top 5 Winners (%)%
ASML
asml holding nv-ny reg shs
19.1 %
ge vernova inc
18.1 %
JNJ
johnson & johnson
17.9 %
ADI
analog devices inc
17.3 %
LIN
linde plc
13.5 %
Top 5 Winners ($)$
LIN
linde plc
6.5 M
JNJ
johnson & johnson
6.3 M
ADI
analog devices inc
5.6 M
TSM
taiwan semiconductor-sp adr
3.9 M
ge vernova inc
3.1 M
Top 5 Losers (%)%
ORCL
oracle corp
-24.3 %
INTU
intuit inc
-23.5 %
MSFT
microsoft corp
-23.4 %
NKE
nike inc cl b
-16.7 %
DHR
danaher corp
-16.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-18.2 M
INTU
intuit inc
-9.2 M
TDG
transdigm group inc
-6.8 M
MCO
moodys corp
-6.7 M
V
visa inc-class a shares
-6.5 M

MAR VISTA INVESTMENT PARTNERS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MAR VISTA INVESTMENT PARTNERS LLC

MAR VISTA INVESTMENT PARTNERS LLC has 35 stocks in it's portfolio. About 50.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. LIN was the most profitable stock for MAR VISTA INVESTMENT PARTNERS LLC last quarter.

$999.74MTotal Value
36.00Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of MAR VISTA INVESTMENT PARTNERS LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Holding Nv-Ny Reg Shs

Asml Holding Nv-Ny Reg Shs

ASML
MAR VISTA INVESTMENT PARTNERS LLC's holding in Asml Holding Nv-Ny Reg Shs over time
0.3%2,304
$3.04M
0.3%
decreased 36.82 percentreduced