The Analysis of MAR VISTA INVESTMENT PARTNERS LLC's Holdings
Currently, MAR VISTA INVESTMENT PARTNERS LLC holds 34 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in TSM (+138.1K shares, valued at $42.0M), N/A (+336.5K shares, valued at $22.1M), NFLX (+126.4K shares, valued at $11.9M); decreased their positions in ORCL (-92.3K shares, valued at $18.0M), VLTO (-180.1K shares, valued at $18.0M), APH (-110.0K shares, valued at $14.9M); initiated new positions in TSM (+138.1K shares, valued at $42.0M), N/A (+336.5K shares, valued at $22.1M), NFLX (+126.4K shares, valued at $11.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP161.1K shares-4.20%2025-12-312026-02-17
AAPL APPLE INC253.6K shares-6.21%2025-12-312026-02-17 AMZN AMAZON.COM INC271.6K shares9.54%2025-12-312026-02-17 NVDA NVIDIA CORP315.7K shares8.28%2025-12-312026-02-17 TDG TRANSDIGM GROUP INC39.8K shares-5.37%2025-12-312026-02-17 LINDE PLC LINDE PLC113.5K shares12.78%2025-12-312026-02-17 V VISA INC-CLASS A SHARES132.5K shares22.22%2025-12-312026-02-17 MCO MOODYS CORP87.6K shares-4.44%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR-SP ADR138.1K sharesnew addition2025-12-312026-02-17 APH AMPHENOL CORP-CL A296.7K shares-27.04%2025-12-312026-02-17 INTU INTUIT INC59.3K shares-6.62%2025-12-312026-02-17 META META PLATFORMS INC-CLASS A56.1K shares-1.40%2025-12-312026-02-17 AME AMETEK INC175.3K shares-2.50%2025-12-312026-02-17 SYK STRYKER CORP101.2K shares21.96%2025-12-312026-02-17 JNJ JOHNSON & JOHNSON169.6K shares-5.82%2025-12-312026-02-17 ADI ANALOG DEVICES INC119.5K shares-2.96%2025-12-312026-02-17 BROADCOM INC BROADCOM INC83.3K shares-4.47%2025-12-312026-02-17 DHR DANAHER CORP107.1K shares-5.75%2025-12-312026-02-17 ORCL ORACLE CORP122.1K shares-43.06%2025-12-312026-02-17 MTD METTLER-TOLEDO INTERNATIONAL16.6K shares-30.69%2025-12-312026-02-17 SAP SAP SE-SPONSORED ADR90.8K shares-35.65%2025-12-312026-02-17 CRM SALESFORCE INC74.9K shares-39.42%2025-12-312026-02-17 AMT AMERICAN TOWER CORP87.8K shares-10.97%2025-12-312026-02-17 HEI HEICO CORP46.8K shares-1.22%2025-12-312026-02-17 NFLX NETFLIX INC126.4K sharesnew addition2025-12-312026-02-17 VLTO VERALTO CORP100.4K shares-64.20%2025-12-312026-02-17 ASML ASML HOLDING NV-NY REG SHS3.6K sharesnew addition2025-12-312026-02-17 GEV GE VERNOVA INC5.1K sharesnew addition2025-12-312026-02-17 NKE NIKE INC CL B579 shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available