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Disclosery

MAR VISTA INVESTMENT PARTNERS LLC

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13F filer, CIK 1419999, LOS ANGELES, CA

MAR VISTA INVESTMENT PARTNERS LLC reported $1,004,830,381 across 33 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-10. Its ten largest share positions make up 49.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-009789

Period
2026-06-30
Reported value
$1B
Holdings
33
Top 10 weight
49.62%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ASMLadded+10,941$21.8M
SAROnew+427,847$12.8M
NFLXadded+112,571$8.04M
GEVadded+2,905$3.41M
MTDadded+2,321$2.97M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TDGreduced-23,569-$31.4M
GOOGreduced-62,681-$22.1M
AMZNreduced-88,575-$21.1M
ADIreduced-44,108-$17.5M
AAPLreduced-31,708-$9.18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001214659-26-009789, largest first. % of portfolio is the value over $1,004,830,381, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186,059 shares; 2025Q2: 231,595 shares; 2025Q3: 291,580 shares; 2025Q4: 315,722 shares; 2026Q1: 360,092 shares; 2026Q2: 350,322 shares 350,322$70.1M6.98%-9,770Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397,643 shares; 2024Q4: 368,415 shares; 2025Q1: 264,122 shares; 2025Q2: 239,054 shares; 2025Q3: 270,359 shares; 2025Q4: 253,571 shares; 2026Q1: 258,050 shares; 2026Q2: 226,342 shares 226,342$65.5M6.52%-31,708Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,645 shares; 2024Q4: 218,418 shares; 2025Q1: 207,187 shares; 2025Q2: 199,341 shares; 2025Q3: 168,144 shares; 2025Q4: 161,075 shares; 2026Q1: 159,643 shares; 2026Q2: 140,064 shares 140,064$52.2M5.2%-19,579Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,865 shares; 2024Q4: 263,005 shares; 2025Q1: 216,554 shares; 2025Q2: 166,769 shares; 2025Q3: 87,245 shares; 2025Q4: 83,343 shares; 2026Q1: 139,777 shares; 2026Q2: 135,898 shares 135,898$51.3M5.11%-3,879Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,394 shares; 2025Q3: 83,823 shares; 2025Q4: 74,572 shares; 2026Q1: 128,345 shares; 2026Q2: 130,318 shares 130,318$48.7M4.85%+1,973Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473,294 shares; 2024Q4: 580,443 shares; 2025Q1: 399,632 shares; 2025Q2: 423,195 shares; 2025Q3: 406,710 shares; 2025Q4: 296,724 shares; 2026Q1: 290,461 shares; 2026Q2: 259,042 shares 259,042$45.7M4.55%-31,419Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,141 shares; 2024Q4: 196,882 shares; 2025Q1: 162,350 shares; 2025Q2: 113,432 shares; 2025Q3: 108,414 shares; 2025Q4: 132,501 shares; 2026Q1: 137,140 shares; 2026Q2: 126,493 shares 126,493$43.4M4.32%-10,647Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,454 shares; 2024Q4: 351,174 shares; 2025Q1: 298,862 shares; 2025Q2: 282,743 shares; 2025Q3: 247,963 shares; 2025Q4: 271,617 shares; 2026Q1: 269,939 shares; 2026Q2: 181,364 shares 181,364$43.2M4.3%-88,575Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,645 shares; 2024Q4: 274,339 shares; 2025Q1: 265,754 shares; 2025Q2: 164,577 shares; 2025Q3: 194,560 shares; 2025Q4: 170,978 shares; 2026Q1: 175,015 shares; 2026Q2: 112,334 shares 112,334$39.7M3.95%-62,681Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,387 shares; 2024Q4: 105,415 shares; 2025Q1: 92,522 shares; 2025Q2: 93,431 shares; 2025Q3: 91,633 shares; 2025Q4: 87,562 shares; 2026Q1: 92,070 shares; 2026Q2: 85,542 shares 85,542$38.7M3.86%-6,528Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138,116 shares; 2026Q1: 90,434 shares; 2026Q2: 80,628 shares 80,628$38.5M3.83%-9,806Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,588 shares; 2024Q4: 222,035 shares; 2025Q1: 184,786 shares; 2025Q2: 189,441 shares; 2025Q3: 180,093 shares; 2025Q4: 169,614 shares; 2026Q1: 166,000 shares; 2026Q2: 146,288 shares 146,288$37.2M3.7%-19,712Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,554 shares; 2024Q4: 193,927 shares; 2025Q1: 192,256 shares; 2025Q2: 183,732 shares; 2025Q3: 179,827 shares; 2025Q4: 175,324 shares; 2026Q1: 171,125 shares; 2026Q2: 149,014 shares 149,014$36.1M3.59%-22,111Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,679 shares; 2024Q4: 81,834 shares; 2025Q1: 90,187 shares; 2025Q2: 84,862 shares; 2025Q3: 82,957 shares; 2025Q4: 101,173 shares; 2026Q1: 103,638 shares; 2026Q2: 113,049 shares 113,049$35.6M3.54%+9,411Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,205 shares; 2024Q4: 126,568 shares; 2025Q1: 110,069 shares; 2025Q2: 120,786 shares; 2025Q3: 100,666 shares; 2025Q4: 113,533 shares; 2026Q1: 74,333 shares; 2026Q2: 68,335 shares 68,335$35.5M3.53%-5,998Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,110 shares; 2026Q1: 23,191 shares; 2026Q2: 26,096 shares 26,096$30.7M3.05%+2,905Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,977 shares; 2024Q4: 183,838 shares; 2025Q1: 156,354 shares; 2025Q2: 153,383 shares; 2025Q3: 123,106 shares; 2025Q4: 119,464 shares; 2026Q1: 119,456 shares; 2026Q2: 75,348 shares 75,348$29.9M2.98%-44,108Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,635 shares; 2024Q4: 99,472 shares; 2025Q1: 67,908 shares; 2025Q2: 67,285 shares; 2025Q3: 56,946 shares; 2025Q4: 56,146 shares; 2026Q1: 52,526 shares; 2026Q2: 49,223 shares 49,223$27.7M2.76%-3,303Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,014 shares; 2024Q4: 90,797 shares; 2025Q1: 76,295 shares; 2025Q2: 76,997 shares; 2025Q3: 64,647 shares; 2025Q4: 59,902 shares; 2026Q1: 60,059 shares; 2026Q2: 54,156 shares 54,156$27.1M2.7%-5,903Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,444 shares; 2026Q1: 259,292 shares; 2026Q2: 371,863 shares 371,863$26.6M2.64%+112,571Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 3,865 shares; 2025Q1: 3,853 shares; 2025Q2: 4,008 shares; 2025Q3: not reported; 2025Q4: 3,647 shares; 2026Q1: 2,304 shares; 2026Q2: 13,245 shares 13,245$26.4M2.62%+10,941Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,507 shares; 2024Q4: 35,037 shares; 2025Q1: 30,134 shares; 2025Q2: 25,158 shares; 2025Q3: 24,010 shares; 2025Q4: 16,641 shares; 2026Q1: 17,002 shares; 2026Q2: 19,323 shares 19,323$24.7M2.46%+2,321Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,366 shares; 2024Q4: 59,019 shares; 2025Q1: 50,392 shares; 2025Q2: 45,722 shares; 2025Q3: 42,049 shares; 2025Q4: 39,791 shares; 2026Q1: 39,246 shares; 2026Q2: 15,677 shares 15,677$20.9M2.08%-23,569Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,833 shares; 2024Q4: 145,322 shares; 2025Q1: 142,189 shares; 2025Q2: 142,008 shares; 2025Q3: 113,597 shares; 2025Q4: 107,065 shares; 2026Q1: 120,189 shares; 2026Q2: 95,212 shares 95,212$18.1M1.8%-24,977Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 336,467 shares; 2026Q1: 344,958 shares; 2026Q2: 284,749 shares 284,749$17.1M1.7%-60,209Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,055 shares; 2024Q4: 319,992 shares; 2025Q1: 269,391 shares; 2025Q2: 262,586 shares; 2025Q3: 214,430 shares; 2025Q4: 122,093 shares; 2026Q1: 119,505 shares; 2026Q2: 111,863 shares 111,863$16.4M1.63%-7,642Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,445 shares; 2024Q4: 141,512 shares; 2025Q1: 119,822 shares; 2025Q2: 119,827 shares; 2025Q3: 98,586 shares; 2025Q4: 87,773 shares; 2026Q1: 89,283 shares; 2026Q2: 81,434 shares 81,434$13.3M1.33%-7,849Timeline
SAROSTANDARDAERO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 427,847 shares 427,847$12.8M1.27%newTimeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,733 shares; 2024Q4: 132,773 shares; 2025Q1: 110,429 shares; 2025Q2: 47,482 shares; 2025Q3: 47,401 shares; 2025Q4: 46,825 shares; 2026Q1: 47,726 shares; 2026Q2: 32,073 shares 32,073$11.4M1.14%-15,653Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476,409 shares; 2026Q2: 599,330 shares 599,330$10.4M1.03%+122,921Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,888 shares; 2026Q2: 35,261 shares 35,261$9.82M0.98%-627Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,259 shares; 2024Q4: 1,224 shares; 2025Q1: 1,130 shares; 2025Q2: 756 shares; 2025Q3: 822 shares; 2025Q4: 762 shares; 2026Q1: 736 shares; 2026Q2: 505 shares 505$180K0.02%-231Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579 shares; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 610 shares; 2026Q2: 610 shares 610$25K<0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
INTUINTUIT21,020$9.09Mshares
SAPSAP SE3,066$525Kshares
VLTOVERALTO CORP563$49.8Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-009789 base2026-08-10acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001214659-26-009789 Quarter ended 2026-06-302026-08-10acceptance time not in the bulk data set
13F-HR 0001214659-26-006024 Quarter ended 2026-03-312026-05-13acceptance time not in the bulk data set
13F-HR 0001214659-26-001835 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001214659-25-016167 Quarter ended 2025-09-302025-11-12acceptance time not in the bulk data set
13F-HR 0001214659-25-011763 Quarter ended 2025-06-302025-08-11acceptance time not in the bulk data set
13F-HR 0001214659-25-006715 Quarter ended 2025-03-312025-04-30acceptance time not in the bulk data set
13F-HR 0001214659-25-002650 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001214659-24-018788 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0001214659-24-013579 Quarter ended 2024-06-302024-08-02acceptance time not in the bulk data set
13F-HR 0001214659-24-008897 Quarter ended 2024-03-312024-05-13acceptance time not in the bulk data set
13F-HR 0001214659-24-002163 Quarter ended 2023-12-312024-02-08acceptance time not in the bulk data set
13F-HR 0001214659-23-014827 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set
13F-HR 0001214659-23-011071 Quarter ended 2023-06-302023-08-11acceptance time not in the bulk data set
13F-HR 0001214659-23-006798 Quarter ended 2023-03-312023-05-11acceptance time not in the bulk data set
13F-HR 0001214659-23-002055 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set
13F-HR 0001214659-22-013302 Quarter ended 2022-09-302022-11-09acceptance time not in the bulk data set
13F-HR 0001214659-22-009927 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR 0001214659-22-006788 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001214659-22-002312 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-HR 0001214659-21-011630 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001214659-21-008543 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR 0001214659-21-005488 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001214659-21-001706 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001214659-20-009486 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001214659-20-007052 Quarter ended 2020-06-302020-08-13acceptance time not in the bulk data set
13F-HR 0001214659-20-004540 Quarter ended 2020-03-312020-05-14acceptance time not in the bulk data set
13F-HR 0001214659-20-001291 Quarter ended 2019-12-312020-02-13acceptance time not in the bulk data set
13F-HR 0001214659-19-007098 Quarter ended 2019-09-302019-11-13acceptance time not in the bulk data set
13F-HR 0001214659-19-005169 Quarter ended 2019-06-302019-08-13acceptance time not in the bulk data set
13F-HR 0001214659-19-003463 Quarter ended 2019-03-312019-05-14acceptance time not in the bulk data set
13F-HR 0001214659-19-001077 Quarter ended 2018-12-312019-02-13acceptance time not in the bulk data set
13F-HR 0001214659-18-007111 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001214659-18-005060 Quarter ended 2018-06-302018-07-30acceptance time not in the bulk data set
13F-HR 0001214659-18-003352 Quarter ended 2018-03-312018-05-07acceptance time not in the bulk data set
13F-HR 0001214659-18-000974 Quarter ended 2017-12-312018-02-07acceptance time not in the bulk data set
13F-HR 0001214659-17-006472 Quarter ended 2017-09-302017-11-07acceptance time not in the bulk data set
13F-HR 0001214659-17-005012 Quarter ended 2017-06-302017-08-11acceptance time not in the bulk data set
13F-HR 0001214659-17-003088 Quarter ended 2017-03-312017-05-09acceptance time not in the bulk data set
13F-HR 0001214659-17-000770 Quarter ended 2016-12-312017-02-07acceptance time not in the bulk data set
13F-HR 0001214659-16-014365 Quarter ended 2016-09-302016-11-02acceptance time not in the bulk data set
13F-HR 0001214659-16-012825 Quarter ended 2016-06-302016-07-28acceptance time not in the bulk data set
13F-HR 0001214659-16-011217 Quarter ended 2016-03-312016-05-03acceptance time not in the bulk data set
13F-HR 0001214659-16-009219 Quarter ended 2015-12-312016-02-03acceptance time not in the bulk data set
13F-HR 0001214659-15-007411 Quarter ended 2015-09-302015-11-03acceptance time not in the bulk data set
13F-HR 0001214659-15-005754 Quarter ended 2015-06-302015-08-03acceptance time not in the bulk data set
13F-HR 0001214659-15-003430 Quarter ended 2015-03-312015-04-30acceptance time not in the bulk data set
13F-HR 0001214659-15-000920 Quarter ended 2014-12-312015-02-04acceptance time not in the bulk data set
13F-HR 0001214659-14-007391 Quarter ended 2014-09-302014-11-04acceptance time not in the bulk data set
13F-HR 0001214659-14-005557 Quarter ended 2014-06-302014-08-04acceptance time not in the bulk data set
13F-HR 0001214659-14-003225 Quarter ended 2014-03-312014-05-02acceptance time not in the bulk data set
13F-HR 0001214659-14-000876 Quarter ended 2013-12-312014-02-05acceptance time not in the bulk data set
13F-HR 0001214659-13-005659 Quarter ended 2013-09-302013-10-09acceptance time not in the bulk data set
13F-HR 0001214659-13-004283 Quarter ended 2013-06-302013-08-01acceptance time not in the bulk data set
13F-HR/A 0001214659-13-004289 Quarter ended 2013-03-312013-08-01acceptance time not in the bulk data set