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The Analysis of MAR VISTA INVESTMENT PARTNERS LLC's Holdings & P&L

Currently, MAR VISTA INVESTMENT PARTNERS LLC holds 35 types of securities in its portfolio with a total value $999.7M. In the most recent quarter, they have increased their positions in N/A (+56.4K shares, valued at $17.5M), GEV (+18.1K shares, valued at $15.8M), N/A (+53.8K shares, valued at $15.3M); decreased their positions in N/A (-39.2K shares, valued at $19.4M), INTU (-38.3K shares, valued at $16.6M), TSM (-47.7K shares, valued at $16.1M); initiated new positions in ECL (+35.9K shares, valued at $9.5M), QXO (+476.4K shares, valued at $9.3M).

1M P&L

+11.1M+1.29%

3M P&L

+16.3M+1.89%

HY P&L

+10.6M+1.22%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors133.3M

15.1%

2Software - Infrastructure101.7M

11.5%

3Software - Application81.2M

9.2%

Top Industries by Stock Count

1Semiconductors3 stocks

11.1%

2Software - Application3 stocks

11.1%

3Diagnostics & Research2 stocks

7.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC258.1K shares1.77%2026-03-312026-05-13

NVDA NVIDIA CORP360.1K shares14.05%2026-03-312026-05-13

MSFT MICROSOFT CORP159.6K shares-0.89%2026-03-312026-05-13

AMZN AMAZON.COM INC269.9K shares-0.62%2026-03-312026-05-13

ALPHABET INC-CL C ALPHABET INC-CL C175.0K shares2.36%2026-03-312026-05-13

TDG TRANSDIGM GROUP INC39.2K shares-1.37%2026-03-312026-05-13

BROADCOM INC BROADCOM INC139.8K shares67.71%2026-03-312026-05-13

V VISA INC-CLASS A SHARES137.1K shares3.50%2026-03-312026-05-13

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JNJ JOHNSON & JOHNSON166.0K shares-2.13%2026-03-312026-05-13

MCO MOODYS CORP92.1K shares5.15%2026-03-312026-05-13

ADI ANALOG DEVICES INC119.5K shares-0.01%2026-03-312026-05-13

LINDE PLC LINDE PLC74.3K shares-34.53%2026-03-312026-05-13

APH AMPHENOL CORP-CL A290.5K shares-2.11%2026-03-312026-05-13

AME AMETEK INC171.1K shares-2.39%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE128.3K shares72.11%2026-03-312026-05-13

SYK STRYKER CORP103.6K shares2.44%2026-03-312026-05-13

Sponsored

TSM TAIWAN SEMICONDUCTOR-SP ADR90.4K shares-34.52%2026-03-312026-05-13

META META PLATFORMS INC-CLASS A52.5K shares-6.45%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC-CL B BERKSHIRE HATHAWAY INC-CL B60.1K shares0.26%2026-03-312026-05-13

NFLX NETFLIX INC259.3K shares105.06%2026-03-312026-05-13

DHR DANAHER CORP120.2K shares12.26%2026-03-312026-05-13

MTD METTLER-TOLEDO INTERNATIONAL17.0K shares2.17%2026-03-312026-05-13

GEV GE VERNOVA INC23.2K shares353.84%2026-03-312026-05-13

UNILEVER PLC-SPONSORED ADR UNILEVER PLC-SPONSORED ADR345.0K shares2.52%2026-03-312026-05-13

Sponsored

ORCL ORACLE CORP119.5K shares-2.12%2026-03-312026-05-13

AMT AMERICAN TOWER CORP89.3K shares1.72%2026-03-312026-05-13

HEI HEICO CORP47.7K shares1.92%2026-03-312026-05-13

ECL ECOLAB INC35.9K sharesnew addition2026-03-312026-05-13

QXO QXO INC476.4K sharesnew addition2026-03-312026-05-13

INTU INTUIT INC21.0K shares-64.55%2026-03-312026-05-13

ASML ASML HOLDING NV-NY REG SHS2.3K shares-36.82%2026-03-312026-05-13

SAP SAP SE-SPONSORED ADR3.1K shares-96.62%2026-03-312026-05-13

Sponsored

ALPHABET INC-CL A ALPHABET INC-CL A736 shares-3.41%2026-03-312026-05-13

VLTO VERALTO CORP563 shares-99.44%2026-03-312026-05-13

NKE NIKE INC CL B610 shares5.35%2026-03-312026-05-13

AAPL

APPLE INC

1.77%

Shares258.1K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORP

14.05%

Shares360.1K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-0.89%

Shares159.6K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON.COM INC

-0.62%

Shares269.9K

Event2026-03-31

Filed2026-05-13

ALPHABET INC-CL C

2.36%

Shares175.0K

Event2026-03-31

Filed2026-05-13

TDG

TRANSDIGM GROUP INC

-1.37%

Shares39.2K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

67.71%

Shares139.8K

Event2026-03-31

Filed2026-05-13

VISA INC-CLASS A SHARES

3.50%

Shares137.1K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-2.13%

Shares166.0K

Event2026-03-31

Filed2026-05-13

MCO

MOODYS CORP

5.15%

Shares92.1K

Event2026-03-31

Filed2026-05-13

ADI

ANALOG DEVICES INC

-0.01%

Shares119.5K

Event2026-03-31

Filed2026-05-13

LINDE PLC

-34.53%

Shares74.3K

Event2026-03-31

Filed2026-05-13

APH

AMPHENOL CORP-CL A

-2.11%

Shares290.5K

Event2026-03-31

Filed2026-05-13

AME

AMETEK INC

-2.39%

Shares171.1K

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

72.11%

Shares128.3K

Event2026-03-31

Filed2026-05-13

SYK

STRYKER CORP

2.44%

Shares103.6K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR-SP ADR

-34.52%

Shares90.4K

Event2026-03-31

Filed2026-05-13