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%

Performance for 2026 Q1 is -6.71%, and YTD is -6.71%, and 2025 is 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.

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.

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

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 inc	9,546,930
qxo inc	9,251,860

New stocks bought by MAR VISTA INVESTMENT PARTNERS LLC

Additions

Ticker	% Inc.
ge vernova inc	353
netflix inc	105
ge aerospace	72.11
broadcom inc	67.71
nvidia corp	14.05
danaher corp	12.26
nike inc cl b	5.35
moodys corp	5.15

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	%
Technology	34.1
Industrials	13.2
Healthcare	11.9
Communication Services	10.5
Others	10.3
Financial Services	8.2
Consumer Cyclical	5.6
Basic Materials	4.6
Real Estate	1.5

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-CAP	56.5
LARGE-CAP	33.2
UNALLOCATED	10.3

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 500	87.5
Others	12.5

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.

Last Reported on: 13 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.55	258,050	65,490,500	added	1.77

ADI	analog devices inc	3.80	119,456	38,003,700	reduced	-0.01

AME	ametek inc	3.67	171,125	36,682,400	reduced	-2.39

AMT	american tower corp	1.54	89,283	15,408,500	added	1.72

AMZN	amazon.com inc	5.62	269,939	56,220,200	reduced	-0.62

APH	amphenol corp-cl a	3.67	290,461	36,699,700	reduced	-2.11

ASML	asml holding nv-ny reg shs	0.30	2,304	3,043,190	reduced	-36.82

AVGO	broadcom inc	4.33	139,777	43,262,400	added	67.71

CRM	salesforce inc	0.00	0.00	0.00	sold off	-100

DHR	danaher corp	2.28	120,189	22,787,800	added	12.26

ECL	ecolab inc	0.96	35,888	9,546,930	new

GE	ge aerospace	3.64	128,345	36,420,500	added	72.11

GOOG	alphabet inc-cl c	5.02	175,015	50,204,800	added	2.36

GOOG	alphabet inc-cl a	0.02	736	211,644	reduced	-3.41

HEI	heico corp	1.31	47,726	13,086,500	added	1.92

INTU	intuit inc	0.91	21,020	9,088,630	reduced	-64.55

JNJ	johnson & johnson	4.06	166,000	40,577,000	reduced	-2.13

LIN	linde plc	3.69	74,333	36,851,300	reduced	-34.53

MCO	moodys corp	4.02	92,070	40,165,500	added	5.15

META	meta platforms inc-class a	3.01	52,526	30,051,700	reduced	-6.45