Mar Vista Investment Partners LLC holds a diversified book of 33 reported positions worth $1.0B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Standardaero Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +0% (+0.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Mar Vista Investment Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Mar Vista Investment Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 12 / 33 | $644.6M |
| Donor Advised Charitable Giving, Inc. | 4 / 33 | $4.4B |
| Palidye Holdings (Caymans) Ltd | 3 / 33 | $532.2M |
| Altarock Partners LP | 6 / 33 | $3.8B |
| Hoffman, Alan N Investment Management | 6 / 33 | $152.6M |
| Voyager Global Management LP | 6 / 33 | $3.3B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 33 | $415.2M |
| Pangea Capital Gestao de Recursos Ltda. | 3 / 33 | $126.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Mar Vista Investment Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp COMMON STOCKS | $70.1M | 350.3K | 7.0% | ▼−2.7% Reduced · −10K sh | |
| 2 | Apple Inc COMMON STOCKS | $65.5M | 226.3K | 6.5% | ▼−12% Reduced · −32K sh | |
| 3 | Microsoft Corp COMMON STOCKS | $52.2M | 140.1K | 5.2% | ▼−12% Reduced · −20K sh | |
| 4 | Broadcom Inc COMMON STOCKS | $51.3M | 135.9K | 5.1% | ▼−2.8% Reduced · −4K sh | |
| 5 | Ge Aerospace COMMON STOCKS | $48.7M | 130.3K | 4.8% | ▲+1.5% Added · +2K sh | |
| 6 | Amphenol Corp-CL A COMMON STOCKS | $45.7M | 259.0K | 4.5% | ▼−11% Reduced · −31K sh | |
| 7 | Visa Inc-Class A Shares COMMON STOCKS | $43.4M | 126.5K | 4.3% | ▼−7.8% Reduced · −11K sh | |
| 8 | Amazon.com Inc COMMON STOCKS | $43.2M | 181.4K | 4.3% | ▼−33% Reduced · −89K sh | |
| 9 | Alphabet Inc-CL C COMMON STOCKS | $39.7M | 112.3K | 4.0% | ▼−36% Reduced · −63K sh | |
| 10 | Moodys Corp COMMON STOCKS | $38.7M | 85.5K | 3.9% | ▼−7.1% Reduced · −7K sh | |
| 11 | Taiwan Semiconductor-SP ADR COMMON STOCKS | $38.5M | 80.6K | 3.8% | ▼−11% Reduced · −10K sh | |
| 12 | Johnson & Johnson COMMON STOCKS | $37.2M | 146.3K | 3.7% | ▼−12% Reduced · −20K sh | |
| 13 | Ametek Inc COMMON STOCKS | $36.1M | 149.0K | 3.6% | ▼−13% Reduced · −22K sh | |
| 14 | Stryker Corp COMMON STOCKS | $35.6M | 113.0K | 3.5% | ▲+9.1% Added · +9K sh | |
| 15 | Linde PLC COMMON STOCKS | $35.5M | 68.3K | 3.5% | ▼−8.1% Reduced · −6K sh | |
| 16 | Ge Vernova Inc COMMON STOCKS | $30.7M | 26.1K | 3.1% | ▲+13% Added · +3K sh | |
| 17 | Analog Devices Inc COMMON STOCKS | $29.9M | 75.3K | 3.0% | ▼−37% Reduced · −44K sh | |
| 18 | Meta Platforms Inc-Class A COMMON STOCKS | $27.7M | 49.2K | 2.8% | ▼−6.3% Reduced · −3K sh | |
| 19 | Berkshire Hathaway Inc-CL B COMMON STOCKS | $27.1M | 54.2K | 2.7% | ▼−9.8% Reduced · −6K sh | |
| 20 | Netflix Inc COMMON STOCKS | $26.6M | 371.9K | 2.6% | ▲+43% Added · +113K sh | |
| 21 | ASML Holding NV-NY Reg SHS COMMON STOCKS | $26.4M | 13.2K | 2.6% | ▲+475% Added · +11K sh | |
| 22 | Mettler-Toledo International COMMON STOCKS | $24.7M | 19.3K | 2.5% | ▲+14% Added · +2K sh | |
| 23 | Transdigm Group Inc COMMON STOCKS | $20.9M | 15.7K | 2.1% | ▼−60% Reduced · −24K sh | |
| 24 | Danaher Corp COMMON STOCKS | $18.1M | 95.2K | 1.8% | ▼−21% Reduced · −25K sh | |
| 25 | Unilever PLC-Sponsored ADR COMMON STOCKS | $17.1M | 284.7K | 1.7% | ▼−17% Reduced · −60K sh | |
| 26 | Oracle Corp COMMON STOCKS | $16.4M | 111.9K | 1.6% | ▼−6.4% Reduced · −8K sh | |
| 27 | American Tower Corp COMMON STOCKS | $13.3M | 81.4K | 1.3% | ▼−8.8% Reduced · −8K sh | |
| 28 | Standardaero Inc COMMON STOCKS | $12.8M | 427.8K | 1.3% | ▲New New position | |
| 29 | Heico Corp COMMON STOCKS | $11.4M | 32.1K | 1.1% | ▼−33% Reduced · −16K sh | |
| 30 | Qxo Inc COMMON STOCKS | $10.4M | 599.3K | 1.0% | ▲+26% Added · +123K sh | |
| 31 | Ecolab Inc COMMON STOCKS | $9.8M | 35.3K | 1.0% | ▼−1.7% Reduced · −627 sh | |
| 32 | Alphabet Inc-CL A COMMON STOCKS | $180K | 505 | <0.1% | ▼−31% Reduced · −231 sh | |
| 33 | Nike Inc CL B COMMON STOCKS | $25K | 610 | <0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1419999/holdings"
Use Arkolith to show MAR VISTA INVESTMENT PARTNERS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.