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Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

Mar Vista Partners – MAR VISTA INVESTMENT PARTNERS LLC

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
35
Portfolio value:
$999,736,000
Filed:
May 13, 2026
Style:
Concentrated Quality Growth
HistStockActivityShare change% change to portfolio
Q1 2026filed May 13, 262 new6 added7 reduced1 exited
≡GEV – GE VERNOVA INCAdd 354.00%18,0811.72
≡AVGO – BROADCOM INCAdd 68.00%56,4341.68
≡GE – GE AEROSPACEAdd 72.00%53,7731.53
≡NFLX – NETFLIX INCAdd 105.00%132,8481.41
≡ECL – ECOLAB INCBuy35,8880.95
≡QXO – QXO INCBuy476,4090.93
≡NVDA – NVIDIA CORPAdd 14.00%44,3700.88
≡DHR – DANAHER CORPAdd 12.00%13,1240.03