MAR VISTA INVESTMENT PARTNERS LLC: 13F holdings
CIK 14199992026Q2
| Positions | 33 |
|---|---|
| Reported value | $1.0bn |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORP | 350,322 | $70.1m | 7.0% |
| AAPL APPLE INC | 226,342 | $65.5m | 6.5% |
| MSFT MICROSOFT CORP | 140,064 | $52.2m | 5.2% |
| AVGO BROADCOM INC | 135,898 | $51.3m | 5.1% |
| GE GE AEROSPACE | 130,318 | $48.7m | 4.8% |
| APH AMPHENOL CORP-CL A | 259,042 | $45.7m | 4.5% |
| V VISA INC-CLASS A SHARES | 126,493 | $43.4m | 4.3% |
| AMZN AMAZON.COM INC | 181,364 | $43.2m | 4.3% |
| GOOG ALPHABET INC-CL C | 112,334 | $39.7m | 4.0% |
| MCO MOODYS CORP | 85,542 | $38.7m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1419999")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.