MAR VISTA INVESTMENT PARTNERS LLC

Fundamental diversified ★Signal CIK 1419999
League rank
#436
in Fundamental diversified · #2532 overall
Long book
$999.7M
Q1 2026
Positions
35
Top-10 weight
50%
concentration
Last quarter
+13.2%
SPY +14.8%
Turnover
8%
of book per quarter

Strategy in plain words

auto-generated from filings

MAR VISTA INVESTMENT PARTNERS LLC is a diversified fundamental manager, running a $999.7M US long book across 35 positions.

The portfolio is concentrated: the top 10 names carry 50% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: APPLE INC, NVIDIA CORP, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL C.

Over the last 9 quarters its long book ran on average 1.5pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+1.7%
Q2 2024
+6.4%
Q3 2024
-1.1%
Q4 2024
-3.4%
Q1 2025
+13.7%
Q2 2025
+4.1%
Q3 2025
+0.6%
Q4 2025
-8.1%
Q1 2026
+13.2%

Sector allocation

Technology
51%
Industrials
13%
Services media
11%
Healthcare
10%
Consumer discretionary
7%
Materials
4%
Financials
3%
Other
1%

Long book by quarter

$2.29B
Q1 2024
$2.03B
Q2 2024
$1.57B
Q3 2024
$1.46B
Q4 2024
$1.22B
Q1 2025
$1.31B
Q2 2025
$1.15B
Q3 2025
$1.09B
Q4 2025
$999.7M
Q1 2026

What does MAR VISTA own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AAPL APPLE INCTechnology258.1K$65.5M6.6%+1.8%
NVDA NVIDIA CORPTechnology360.1K$62.8M6.3%+14.1%
MSFT MICROSOFT CORPTechnology159.6K$59.1M5.9%-0.9%
AMZN AMAZON.COM INCConsumer discretionary269.9K$56.2M5.6%-0.6%
GOOG ALPHABET INC-CL CTechnology175.0K$50.2M5.0%+2.4%
TDG TRANSDIGM GROUP INCIndustrials39.2K$45.5M4.5%-1.4%
AVGO BROADCOM INCTechnology139.8K$43.3M4.3%+67.7%
V VISA INC-CLASS A SHARESServices media137.1K$41.4M4.1%+3.5%
JNJ JOHNSON & JOHNSONHealthcare166.0K$40.6M4.1%-2.1%
MCO MOODY'S CORPServices media92.1K$40.2M4.0%+5.1%
ADI ANALOG DEVICES INCTechnology119.5K$38.0M3.8%0.0%
LIN LINDE PLCMaterials74.3K$36.9M3.7%-34.5%
APH AMPHENOL CORP-CL ATechnology290.5K$36.7M3.7%-2.1%
AME AMETEK INCTechnology171.1K$36.7M3.7%-2.4%
GE GENERAL ELECTRICIndustrials128.3K$36.4M3.6%+72.1%
SYK STRYKER CORPHealthcare103.6K$34.1M3.4%+2.4%
META META PLATFORMS INC-CLASS ATechnology52.5K$30.1M3.0%-6.4%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials60.1K$28.8M2.9%+0.3%
NFLX NETFLIX INCServices media259.3K$24.9M2.5%+105.1%
DHR DANAHER CORPTechnology120.2K$22.8M2.3%+12.3%
MTD METTLER-TOLEDO INTERNATIONALHealthcare17.0K$21.4M2.1%+2.2%
GEV GE VERNOVA INCIndustrials23.2K$20.2M2.0%+353.8%
ORCL ORACLE CORPTechnology119.5K$17.6M1.8%-2.1%
HEI HEICO CORPIndustrials47.7K$13.1M1.3%+1.9%
ECL ECOLAB INCOther35.9K$9.5M1.0%New
QXO QXO INCConsumer discretionary476.4K$9.3M0.9%New
INTU INTUIT INCTechnology21.0K$9.1M0.9%-64.6%
ASML ASML HOLDING NV-NY REG SHSIndustrials2.3K$3.0M0.3%-36.8%
GOOGL ALPHABET INC-CL ATechnology736$212K0.0%-3.4%
VLTO VERALTO CORPTechnology563$50K0.0%-99.4%
NKE NIKE INC -CL BOther610$32K0.0%+5.4%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 13, 202635$999.7M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202634$1.09B canonicalSEC ↗
Q3 202513F-HRNov 12, 202532$1.15B canonicalSEC ↗
Q2 202513F-HRAug 11, 202557$1.31B canonicalSEC ↗
Q1 202513F-HRApr 30, 202556$1.22B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202556$1.46B canonicalSEC ↗
Q3 202413F-HRNov 13, 202459$1.57B canonicalSEC ↗
Q2 202413F-HRAug 2, 202461$2.03B canonicalSEC ↗
Q1 202413F-HRMay 13, 202460$2.29B canonicalSEC ↗

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