MAR VISTA INVESTMENT PARTNERS LLC
33 holdingsFiling period: 2026-06-30Current AUM: $1.00Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 350.3K | $70.1M | $74.3M | 7.41% | -9,770 | 2026-06-30 |
| 2 | AAPL | APPLE INC | 226.3K | $65.5M | $75.0M | 7.47% | -31,708 | 2026-06-30 |
| 3 | MSFT | MICROSOFT CORP | 140.1K | $52.2M | $69.6M | 6.94% | -19,579 | 2026-06-30 |
| 4 | AVGO | BROADCOM INC | 135.9K | $51.3M | $46.1M | 4.60% | -3,879 | 2026-06-30 |
| 5 | GE | GE AEROSPACE | 130.3K | $48.7M | $40.0M | 3.99% | +2.0K | 2026-06-30 |
| 6 | APH | AMPHENOL CORP-CL A | 259.0K | $45.7M | $40.2M | 4.01% | -31,419 | 2026-06-30 |
| 7 | V | VISA INC-CLASS A SHARES | 126.5K | $43.4M | $47.5M | 4.74% | -10,647 | 2026-06-30 |
| 8 | AMZN | AMAZON.COM INC | 181.4K | $43.2M | $45.1M | 4.49% | -88,575 | 2026-06-30 |
| 9 | GOOG | ALPHABET INC-CL C | 112.3K | $39.7M | $38.4M | 3.82% | -62,681 | 2026-06-30 |
| 10 | MCO | MOODYS CORP | 85.5K | $38.7M | $40.0M | 3.98% | -6,528 | 2026-06-30 |
| 11 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | 80.6K | $38.5M | $33.4M | 3.32% | -9,806 | 2026-06-30 |
| 12 | JNJ | JOHNSON & JOHNSON | 146.3K | $37.2M | $39.1M | 3.90% | -19,712 | 2026-06-30 |
| 13 | AME | AMETEK INC | 149.0K | $36.1M | $34.9M | 3.48% | -22,111 | 2026-06-30 |
| 14 | SYK | STRYKER CORP | 113.0K | $35.6M | $31.8M | 3.17% | +9.4K | 2026-06-30 |
| 15 | — | LINDE PLC | 68.3K | $35.5M | $35.5M | 3.53% | -5,998 | 2026-06-30 |
| 16 | GEV | GE VERNOVA INC | 26.1K | $30.7M | $23.0M | 2.30% | +2.9K | 2026-06-30 |
| 17 | ADI | ANALOG DEVICES INC | 75.3K | $29.9M | $27.2M | 2.71% | -44,108 | 2026-06-30 |
| 18 | META | META PLATFORMS INC-CLASS A | 49.2K | $27.7M | $33.0M | 3.29% | -3,303 | 2026-06-30 |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC-CL B | 54.2K | $27.1M | $27.1M | 2.70% | -5,903 | 2026-06-30 |
| 20 | NFLX | NETFLIX INC | 371.9K | $26.6M | $29.0M | 2.89% | +112.6K | 2026-06-30 |
| 21 | — | ASML HOLDING NV-NY REG SHS | 13.2K | $26.4M | $26.4M | 2.63% | +10.9K | 2026-06-30 |
| 22 | MTD | METTLER-TOLEDO INTERNATIONAL | 19.3K | $24.7M | $25.7M | 2.56% | +2.3K | 2026-06-30 |
| 23 | TDG | TRANSDIGM GROUP INC | 15.7K | $20.9M | $17.0M | 1.70% | -23,569 | 2026-06-30 |
| 24 | DHR | DANAHER CORP | 95.2K | $18.1M | $19.9M | 1.99% | -24,977 | 2026-06-30 |
| 25 | UL | UNILEVER PLC-SPONSORED ADR | 284.7K | $17.1M | $17.8M | 1.77% | -60,209 | 2026-06-30 |
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