Institutional Fund
Mar Vista Investment Partners LLC
Los Angeles, CACIK 14199995 filings on record
Portfolio Value
$999.74M
Q1 2026
Holdings
35
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-8.2%
from $1.09B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.6%
- Nvidia Corporation6.3%
- Microsoft Corp5.9%
- Amazon Com Inc5.6%
- Alphabet Inc5.0%
- Transdigm Group Inc4.5%
- Other66.1%
Portfolio Holdings
35 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 258.1K | $65.49M | 6.6% | +4.5K | Added |
| 2 | Nvidia Corporation | 360.1K | $62.80M | 6.3% | +44.4K | Added |
| 3 | Microsoft Corp | 159.6K | $59.10M | 5.9% | −1.4K | Reduced |
| 4 | Amazon Com Inc | 269.9K | $56.22M | 5.6% | −1.7K | Reduced |
| 5 | Alphabet Inc | 175.0K | $50.20M | 5.0% | +4.0K | Added |
| 6 | Transdigm Group Inc | 39.2K | $45.48M | 4.5% | −545 | Reduced |
| 7 | Broadcom Inc | 139.8K | $43.26M | 4.3% | +56.4K | Added |
| 8 | Visa Inc | 137.1K | $41.45M | 4.1% | +4.6K | Added |
| 9 | Johnson & Johnson | 166.0K | $40.58M | 4.1% | −3.6K | Reduced |
| 10 | Moodys Corp | 92.1K | $40.17M | 4.0% | +4.5K | Added |
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