MAR VISTA INVESTMENT PARTNERS LLC
CIK: 0001419999SEC EDGAR →
Portfolio Value
$1.1B
Holdings
34
As of
Q4 2025
New Positions
0
Closed Positions
22
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 161,075 | $77.9M | 7.15% |
| 2 | APPLE INC | 253,571 | $68.9M | 6.33% |
| 3 | AMAZON.COM INC | 271,617 | $62.7M | 5.75% |
| 4 | NVIDIA CORP | 315,722 | $58.9M | 5.40% |
| 5 | ALPHABET INC-CL C | 170,978 | $53.7M | 4.92% |
| 6 | TRANSDIGM GROUP INC | 39,791 | $52.9M | 4.86% |
| 7 | LINDE PLC | 113,533 | $48.4M | 4.44% |
| 8 | VISA INC-CLASS A SHARES | 132,501 | $46.5M | 4.27% |
| 9 | MOODYS CORP | 87,562 | $44.7M | 4.11% |
| 10 | TAIWAN SEMICONDUCTOR-SP ADR | 138,116 | $42.0M | 3.85% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 12 | $457.9M | 42.0% |
| Healthcare | 4 | $118.4M | 10.9% |
| Communication Services | 4 | $102.8M | 9.4% |
| Financial Services | 2 | $91.2M | 8.4% |
| Industrials | 4 | $84.1M | 7.7% |
| Unknown | 2 | $83.0M | 7.6% |
| Consumer Cyclical | 2 | $62.7M | 5.8% |
| Basic Materials | 1 | $48.4M | 4.4% |
| Consumer Defensive | 1 | $22.1M | 2.0% |
| Real Estate | 1 | $15.4M | 1.4% |
| Utilities | 1 | $3.3M | 0.3% |