Quality growth / durable franchises
Mar Vista Investment Partners · Mar Vista · 高质量 franchise 与长期成长
Mar Vista Investment Partners 是质量成长和耐心持有的机构样本，核心是 durable franchise、可持续竞争优势、资本回报和长期复利。最值得看的是长期持仓稳定性、估值纪律、强现金流公司和权重变化背后的商业质量判断。
| 股票 | 股数 | 市值 | 权重 |
|---|---|---|---|
AAPL
|
258,050 | $65.5M | 6.6% |
NVDA
|
360,092 | $62.8M | 6.3% |
MSFT
|
159,643 | $59.1M | 5.9% |
AMZN
|
269,939 | $56.2M | 5.6% |
GOOG
|
175,015 | $50.2M | 5.0% |
TDG
|
39,246 | $45.5M | 4.5% |
AVGO
|
139,777 | $43.3M | 4.3% |
V
|
137,140 | $41.4M | 4.1% |
JNJ
|
166,000 | $40.6M | 4.1% |
MCO
|
92,070 | $40.2M | 4.0% |
ADI
|
119,456 | $38.0M | 3.8% |
LIN
|
74,333 | $36.9M | 3.7% |
APH
|
290,461 | $36.7M | 3.7% |
AME
|
171,125 | $36.7M | 3.7% |
GE
|
128,345 | $36.4M | 3.6% |
SYK
|
103,638 | $34.1M | 3.4% |
TSM
|
90,434 | $30.6M | 3.1% |
META
|
52,526 | $30.1M | 3.0% |
BRK.B
|
60,059 | $28.8M | 2.9% |
NFLX
|
259,292 | $24.9M | 2.5% |
| 股票 | 动作 | 13F 时间 | 当前股数 | 上期股数 | 股数变化 | 13F市值变化 |
|---|---|---|---|---|---|---|
INTU
|
大幅减持 | 2026-03-31 披露 2026-05-13 | 21,020 | 59,298 | -64.6% | -$30.2M |
SAP
|
大幅减持 | 2026-03-31 披露 2026-05-13 | 3,066 | 90,830 | -96.6% | -$21.5M |
CRM
|
清仓 | 2026-03-31 披露 2026-05-13 | 0 | 74,929 | -100.0% | -$19.8M |
|
MSFT
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 159,643 | 161,075 | -0.9% | -$18.8M |
GEV
|
大幅增持 | 2026-03-31 披露 2026-05-13 | 23,191 | 5,110 | 353.8% | +$16.9M |
|
AVGO
|
大幅增持 | 2026-03-31 披露 2026-05-13 | 139,777 | 83,343 | 67.7% | +$14.4M |
|
GE
|
大幅增持 | 2026-03-31 披露 2026-05-13 | 128,345 | 74,572 | 72.1% | +$13.5M |
|
NFLX
|
大幅增持 | 2026-03-31 披露 2026-05-13 | 259,292 | 126,444 | 105.1% | +$13.1M |
|
LIN
|
大幅减持 | 2026-03-31 披露 2026-05-13 | 74,333 | 113,533 | -34.5% | -$11.6M |
|
TSM
|
大幅减持 | 2026-03-31 披露 2026-05-13 | 90,434 | 138,116 | -34.5% | -$11.4M |
VLTO
|
大幅减持 | 2026-03-31 披露 2026-05-13 | 563 | 100,434 | -99.4% | -$10.0M |
ECL
|
新增 | 2026-03-31 披露 2026-05-13 | 35,888 | 0 | - | +$9.5M |
QXO
|
新增 | 2026-03-31 披露 2026-05-13 | 476,409 | 0 | - | +$9.3M |
|
TDG
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 39,246 | 39,791 | -1.4% | -$7.4M |
|
META
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 52,526 | 56,146 | -6.4% | -$7.0M |
|
AMZN
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 269,939 | 271,617 | -0.6% | -$6.5M |
ORCL
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 119,505 | 122,093 | -2.1% | -$6.2M |
|
ADI
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 119,456 | 119,464 | -0.0% | +$5.6M |
|
JNJ
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 166,000 | 169,614 | -2.1% | +$5.5M |
|
V
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 137,140 | 132,501 | 3.5% | -$5.0M |
|
MCO
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 92,070 | 87,562 | 5.1% | -$4.6M |
|
NVDA
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 360,092 | 315,722 | 14.1% | +$3.9M |
|
GOOG
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 175,015 | 170,978 | 2.4% | -$3.4M |
|
AAPL
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 258,050 | 253,571 | 1.8% | -$3.4M |
|
APH
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 290,461 | 296,724 | -2.1% | -$3.4M |
UL
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 344,958 | 336,467 | 2.5% | -$2.4M |
HEI
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 47,726 | 46,825 | 1.9% | -$2.1M |
MTD
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 17,002 | 16,641 | 2.2% | -$1.8M |
DHR
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 120,189 | 107,065 | 12.3% | -$1.7M |
|
SYK
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 103,638 | 101,173 | 2.4% | -$1.5M |
|
BRK.B
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 60,059 | 59,902 | 0.3% | -$1.3M |
ASML
|
大幅减持 | 2026-03-31 披露 2026-05-13 | 2,304 | 3,647 | -36.8% | -$858,587 |
|
AME
|
小幅减持 | 2026-03-31 披露 2026-05-13 | 171,125 | 175,324 | -2.4% | +$686,585 |
AMT
|
小幅增持 | 2026-03-31 披露 2026-05-13 | 89,283 | 87,773 | 1.7% | -$1,846 |
还没有观点记录。