MAR VISTA INVESTMENT PARTNERS LLC

Q2 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$1,004,830
Net value change ($000)
+5,093 (0.5%)
New positions
1
Sold out positions
3
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ASML 23,307 765.9%
SARO 12,797 NEW
GE 12,284 33.7%
GEV 10,416 51.5%
APH 8,974 24.5%
AVGO 8,073 18.7%
TSM 7,944 26.0%
NVDA 7,296 11.6%
MTD 3,242 15.1%
V 1,949 4.7%
Top Reduces (Value $000, Stocks/ETFs)
TDG -24,603 -54.1%
AMZN -12,994 -23.1%
GOOGL -10,514 -20.9%
INTU -9,089 -100.0%
ADI -8,078 -21.3%
MSFT -6,848 -11.6%
DHR -4,652 -20.4%
JNJ -3,424 -8.4%
UL -2,533 -12.9%
META -2,325 -7.7%
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