Holdings of MAR VISTA INVESTMENT PARTNERS LLC
34 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 52.4 % of the equity sleeve
Sector breakdown
- Technology 41.8 %
- Health care 12.3 %
- Financials 11.5 %
- Communication 10.9 %
- Industrials 7.2 %
- Consumer discretionary 5.8 %
- Consumer staples 2.0 %
- Real estate 1.6 %
- Materials 1.0 %
- Unattributed 5.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 96.5 %
- TW 3.2 %
- NL 0.3 %
- DE 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 31 | 928.8M $ | 96.46 % |
| 2 | TW | 1 | 30.6M $ | 3.17 % |
| 3 | NL | 1 | 3M $ | 0.32 % |
| 4 | DE | 1 | 524.9K $ | 0.05 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Apple Inc | 258,050 | 65.5M $ | |
| 2 | NVIDIA Corp | 360,092 | 62.8M $ | |
| 3 | Microsoft Corp | 159,643 | 59.1M $ | |
| 4 | Amazon.com Inc | 269,939 | 56.2M $ | |
| 5 | Alphabet Inc | 175,015 | 50.2M $ | |
| 6 | TransDigm Group Inc | 39,246 | 45.5M $ | |
| 7 | Broadcom Inc | 139,777 | 43.3M $ | |
| 8 | Visa Inc | 137,140 | 41.4M $ | |
| 9 | Johnson & Johnson | 166,000 | 40.6M $ | |
| 10 | Moody's Corp | 92,070 | 40.2M $ | |
| 11 | Analog Devices Inc | 119,456 | 38M $ | |
| 12 | Amphenol Corp | 290,461 | 36.7M $ | |
| 13 | AMETEK Inc | 171,125 | 36.7M $ | |
| 14 | General Electric Co | 128,345 | 36.4M $ | |
| 15 | Stryker Corp | 103,638 | 34.1M $ | |
| 16 | Taiwan Semiconductor Manufacturing Co Ltd | 90,434 | 30.6M $ | |
| 17 | Meta Platforms Inc | 52,526 | 30.1M $ | |
| 18 | Berkshire Hathaway Inc | 60,059 | 28.8M $ | |
| 19 | Netflix Inc | 259,292 | 24.9M $ | |
| 20 | Danaher Corp | 120,189 | 22.8M $ | |
| 21 | Mettler-Toledo International Inc | 17,002 | 21.4M $ | |
| 22 | GE Vernova Inc | 23,191 | 20.2M $ | |
| 23 | Unilever PLC | 344,958 | 19.7M $ | |
| 24 | Oracle Corp | 119,505 | 17.6M $ | |
| 25 | American Tower Corp | 89,283 | 15.4M $ | |
| 26 | HEICO Corp | 47,726 | 13.1M $ | |
| 27 | Ecolab Inc | 35,888 | 9.5M $ | |
| 28 | QXO Inc | 476,409 | 9.3M $ | |
| 29 | Intuit Inc | 21,020 | 9.1M $ | |
| 30 | ASML Holding NV | 2,304 | 3M $ | |
| 31 | SAP SE | 3,066 | 524.9K $ | |
| 32 | Alphabet Inc | 736 | 211.6K $ | |
| 33 | Veralto Corp | 563 | 49.8K $ | |
| 34 | NIKE Inc | 610 | 32.2K $ |