MAR VISTA INVESTMENT PARTNERS LLC
CIK 1419999
13F filing for Q2 2026・No. 2,578
- Holdings
- US$1B
- Quarter change
- +US$5.09M
- Entries
- 33
- Net bought (estimate)
- −US$118.66M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 3
- Cut 24
- Added 7
- Corporate actions 0
- Unchanged 1
Largest holdings
33 stocks worth US$1B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOMMON STOCKS | Cut | 350,322 | US$70.1M | 6.98% |
| AAPLAppleCOMMON STOCKS | Cut | 226,342 | US$65.49M | 6.52% |
| MSFTMicrosoftCOMMON STOCKS | Cut | 140,064 | US$52.25M | 5.20% |
| AVGOBroadcomCOMMON STOCKS | Cut | 135,898 | US$51.34M | 5.11% |
| GEGE AEROSPACECOMMON STOCKS | Added | 130,318 | US$48.7M | 4.85% |
| APHAMPHENOL CORP-CL ACOMMON STOCKS | Cut | 259,042 | US$45.67M | 4.55% |
| VVISA INC-CLASS A SHARESCOMMON STOCKS | Cut | 126,493 | US$43.4M | 4.32% |
| AMZNAmazonCOMMON STOCKS | Cut | 181,364 | US$43.23M | 4.30% |
| GOOGALPHABET INC-CL CCOMMON STOCKS | Cut | 112,334 | US$39.69M | 3.95% |
| MCOMOODYS CORPCOMMON STOCKS | Cut | 85,542 | US$38.74M | 3.86% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.