Fund Universe

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☆MAR VISTA INVESTMENT PARTNERS LLC

CIK 0001419999 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.594
AUM ($M)
1,005
Positions
33
Turnover
0.10
Top-10 wt
50%
Herfindahl
0.040
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 36 positions · portfolio value $1,005M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆NVDA funds › NVIDIA CORP TRIM — 7.0% +0.7% 70.1 350,322 -9,770 5 —
☆AAPL funds › APPLE INC TRIM — 6.5% -0.0% 65.5 226,342 -31,708 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 5.2% -0.7% 52.2 140,064 -19,579 5 —
☆AVGO funds › BROADCOM INC TRIM — 5.1% +0.8% 51.3 135,898 -3,879 5 —
☆GE funds › GE AEROSPACE ADD — 4.8% +1.2% 48.7 130,318 +1,973 5 —
☆APH funds › AMPHENOL CORP-CL A TRIM — 4.5% +0.9% 45.7 259,042 -31,419 5 —
☆V funds › VISA INC-CLASS A SHARES TRIM — 4.3% +0.2% 43.4 126,493 -10,647 5 —
☆AMZN funds › AMAZON.COM INC TRIM — 4.3% -1.3% 43.2 181,364 -88,575 5 —
☆GOOG funds › ALPHABET INC-CL C TRIM — 4.0% -1.1% 39.7 112,334 -62,681 5 —
☆MCO funds › MOODYS CORP TRIM — 3.9% -0.2% 38.7 85,542 -6,528 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR-SP ADR TRIM — 3.8% +0.8% 38.5 80,628 -9,806 3 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 3.7% -0.4% 37.2 146,288 -19,712 5 —
☆AME funds › AMETEK INC TRIM — 3.6% -0.1% 36.1 149,014 -22,111 5 —
☆SYK funds › STRYKER CORP ADD — 3.5% +0.1% 35.6 113,049 +9,411 5 —
☆LIN funds › LINDE PLC TRIM — 3.5% -0.2% 35.5 68,335 -5,998 5 —
☆GEV funds › GE VERNOVA INC ADD — 3.1% +1.0% 30.7 26,096 +2,905 3 —
☆ADI funds › ANALOG DEVICES INC TRIM — 3.0% -0.8% 29.9 75,348 -44,108 5 —
☆META funds › META PLATFORMS INC-CLASS A TRIM — 2.8% -0.2% 27.7 49,223 -3,303 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC-CL B TRIM — 2.7% -0.2% 27.1 54,156 -5,903 5 —
☆NFLX funds › NETFLIX INC ADD — 2.6% +0.1% 26.6 371,863 +112,571 3 —
☆ASML funds › ASML HOLDING NV-NY REG SHS ADD — 2.6% +2.3% 26.4 13,245 +10,941 3 —
☆MTD funds › METTLER-TOLEDO INTERNATIONAL ADD — 2.5% +0.3% 24.7 19,323 +2,321 5 —
☆TDG funds › TRANSDIGM GROUP INC TRIM — 2.1% -2.5% 20.9 15,677 -23,569 5 —
☆DHR funds › DANAHER CORP TRIM — 1.8% -0.5% 18.1 95,212 -24,977 5 —
☆UL funds › UNILEVER PLC-SPONSORED ADR TRIM — 1.7% -0.3% 17.1 284,749 -60,209 3 —
☆ORCL funds › ORACLE CORP TRIM — 1.6% -0.1% 16.4 111,863 -7,642 5 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 1.3% -0.2% 13.3 81,434 -7,849 5 —
☆SARO funds › STANDARDAERO INC NEW — 1.3% +1.3% 12.8 427,847 +427,847 1 —
☆HEI funds › HEICO CORP TRIM — 1.1% -0.2% 11.4 32,073 -15,653 5 —
☆QXO funds › QXO INC ADD — 1.0% +0.1% 10.4 599,330 +122,921 2 —
☆ECL funds › ECOLAB INC TRIM — 1.0% +0.0% 9.8 35,261 -627 2 —
☆GOOGL funds › ALPHABET INC-CL A TRIM — 0.0% -0.0% 0.2 505 -231 5 —
☆NKE funds › NIKE INC CL B HOLD — 0.0% -0.0% 0.0 610 +0 5 —
☆SAP funds › SAP SE-SPONSORED ADR EXIT — 0.0% -0.1% 0.0 0 -3,066 0 —
☆VLTO funds › VERALTO CORP EXIT — 0.0% -0.0% 0.0 0 -563 0 —
☆INTU funds › INTUIT INC EXIT — 0.0% -0.9% 0.0 0 -21,020 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,005 33 0.10 50% 0.040 0.591 — in
2026Q1 1,000 35 0.12 50% 0.040 0.574 — in
2025Q4 1,089 34 0.14 51% 0.040 0.488 — in
2025Q3 1,151 32 0.10 50% 0.039 0.572 — in
2025Q2 1,306 57 0.10 45% 0.035 0.614 — entered
2025Q1 1,216 56 0.00 45% 0.035 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status