MAR VISTA INVESTMENT PARTNERS LLC

Q1 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$999,737
Net value change ($000)
-89,702 (-8.2%)
New positions
2
Sold out positions
1
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GEV 16,903 506.1%
AVGO 14,417 50.0%
GE 13,450 58.6%
NFLX 13,076 110.3%
ECL 9,547 NEW
QXO 9,252 NEW
ADI 5,605 17.3%
JNJ 5,475 15.6%
NVDA 3,918 6.7%
AME 686 1.9%
Top Reduces (Value $000, Stocks/ETFs)
INTU -30,191 -76.9%
SAP -21,539 -97.6%
CRM -19,849 -100.0%
MSFT -18,804 -24.1%
LIN -11,558 -23.9%
TSM -11,410 -27.2%
VLTO -9,971 -99.5%
TDG -7,431 -14.0%
META -7,009 -18.9%
AMZN -6,475 -10.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type