Mar Vista Investment Partners LLC
33 holdingsFiling period: 2026-06-30Current AUM: $1.01Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | 350.3K | $70.1M | $71.7M | 7.07% | -9,770 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 226.3K | $65.5M | $78.0M | 7.70% | -31,708 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 140.1K | $52.2M | $73.1M | 7.21% | -19,579 | 2026-06-30 |
| 4 | AVGO | Broadcom Inc | 135.9K | $51.3M | $44.3M | 4.37% | -3,879 | 2026-06-30 |
| 5 | GE | GE Aerospace | 130.3K | $48.7M | $39.3M | 3.88% | +2.0K | 2026-06-30 |
| 6 | APH | Amphenol Corp-CL A | 259.0K | $45.7M | $41.1M | 4.05% | -31,419 | 2026-06-30 |
| 7 | V | Visa Inc-Class A Shares | 126.5K | $43.4M | $52.3M | 5.16% | -10,647 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 181.4K | $43.2M | $43.6M | 4.30% | -88,575 | 2026-06-30 |
| 9 | GOOG | Alphabet Inc-CL C | 112.3K | $39.7M | $31.3M | 3.08% | -62,681 | 2026-06-30 |
| 10 | MCO | Moodys Corp | 85.5K | $38.7M | $42.2M | 4.17% | -6,528 | 2026-06-30 |
| 11 | TSM | Taiwan Semiconductor-SP ADR | 80.6K | $38.5M | $32.7M | 3.23% | -9,806 | 2026-06-30 |
| 12 | JNJ | Johnson & Johnson | 146.3K | $37.2M | $40.0M | 3.94% | -19,712 | 2026-06-30 |
| 13 | AME | Ametek Inc | 149.0K | $36.1M | $35.9M | 3.55% | -22,111 | 2026-06-30 |
| 14 | SYK | Stryker Corp | 113.0K | $35.6M | $33.0M | 3.26% | +9.4K | 2026-06-30 |
| 15 | — | Linde PLC | 68.3K | $35.5M | $35.5M | 3.50% | -5,998 | 2026-06-30 |
| 16 | GEV | GE Vernova Inc | 26.1K | $30.7M | $22.4M | 2.21% | +2.9K | 2026-06-30 |
| 17 | ADI | Analog Devices Inc | 75.3K | $29.9M | $31.4M | 3.10% | -44,108 | 2026-06-30 |
| 18 | META | Meta Platforms Inc-Class A | 49.2K | $27.7M | $30.3M | 2.99% | -3,303 | 2026-06-30 |
| 19 | BRK-B | Berkshire Hathaway Inc-CL B | 54.2K | $27.1M | $27.1M | 2.67% | -5,903 | 2026-06-30 |
| 20 | NFLX | Netflix Inc | 371.9K | $26.6M | $23.1M | 2.28% | +112.6K | 2026-06-30 |
| 21 | — | Asml Holding NV-NY Reg Shs | 13.2K | $26.4M | $26.4M | 2.60% | +10.9K | 2026-06-30 |
| 22 | MTD | Mettler-Toledo International | 19.3K | $24.7M | $32.4M | 3.19% | +2.3K | 2026-06-30 |
| 23 | TDG | Transdigm Group Inc | 15.7K | $20.9M | $18.0M | 1.77% | -23,569 | 2026-06-30 |
| 24 | DHR | Danaher Corp | 95.2K | $18.1M | $22.1M | 2.18% | -24,977 | 2026-06-30 |
| 25 | UL | Unilever PLC-Sponsored ADR | 284.7K | $17.1M | $18.6M | 1.83% | -60,209 | 2026-06-30 |
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