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Quality growth / durable franchises

Mar Vista Investment Partners

Mar Vista Investment Partners, high-quality franchises and long-term growth

Mar Vista is a quality-growth manager focused on durable franchises. The useful lens is whether a company can compound cash flow through brand strength, recurring demand, pricing power, and disciplined capital allocation.

Sources Mar Vista Investment Partners official site SEC EDGAR profile
Quality growth / durable franchises CIK 1419999
2026-03-31 Latest 13F 20 Current holdings 68 Last 2 periods Change 0 Public materials
Latest 13F snapshot 2026-03-31 · 35 disclosed positions · $999.7M Top five 29.4%: AAPL, NVDA, MSFT, AMZN, GOOG

Performance materials

  • Mar Vista does not publish a continuous public fund-level return table for this profile. Firm materials and filings provide context.

Firm and key people

  • Mar Vista manages concentrated quality-growth portfolios with a long-term orientation.
  • The firm studies durable competitive advantages and franchise quality.
  • Public holdings can show where the firm sees attractive quality and valuation together.

Investment style

  • Prefer companies with durable cash flows, pricing power, and strong returns on capital.
  • Quality must be balanced against valuation and growth durability.
  • Large multi-quarter changes are more useful than small trading noise.

Public materials

View timeline
Shareholder letters / memos 0
Interview 0
Public video 0
Public Q&A / speeches / presentations 0

Current holdings

13F period 2026-03-31 · Filed 2026-05-13
Stocks Shares Value Weight
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%

Last 2 quarters US 13F new / increased / reduced / sold-out positions

As of 13F 2026-03-31 · Filed 2026-05-13
Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Stocks Action 13F period Current shares Previous shares Share change 13F value change
INTU Major reduction 2026-03-31 Filed 2026-05-13 21,020 59,298 -64.6% -$30.2M
SAP Major reduction 2026-03-31 Filed 2026-05-13 3,066 90,830 -96.6% -$21.5M
CRM Sold out 2026-03-31 Filed 2026-05-13 0 74,929 -100.0% -$19.8M
MSFT Minor reduction 2026-03-31 Filed 2026-05-13 159,643 161,075 -0.9% -$18.8M
GEV Major increase 2026-03-31 Filed 2026-05-13 23,191 5,110 353.8% +$16.9M
AVGO Major increase 2026-03-31 Filed 2026-05-13 139,777 83,343 67.7% +$14.4M
GE Major increase 2026-03-31 Filed 2026-05-13 128,345 74,572 72.1% +$13.5M
NFLX Major increase 2026-03-31 Filed 2026-05-13 259,292 126,444 105.1% +$13.1M
LIN Major reduction 2026-03-31 Filed 2026-05-13 74,333 113,533 -34.5% -$11.6M
TSM Major reduction 2026-03-31 Filed 2026-05-13 90,434 138,116 -34.5% -$11.4M
VLTO Major reduction 2026-03-31 Filed 2026-05-13 563 100,434 -99.4% -$10.0M
ECL New 2026-03-31 Filed 2026-05-13 35,888 0 - +$9.5M
QXO New 2026-03-31 Filed 2026-05-13 476,409 0 - +$9.3M
TDG Minor reduction 2026-03-31 Filed 2026-05-13 39,246 39,791 -1.4% -$7.4M
META Minor reduction 2026-03-31 Filed 2026-05-13 52,526 56,146 -6.4% -$7.0M
AMZN Minor reduction 2026-03-31 Filed 2026-05-13 269,939 271,617 -0.6% -$6.5M
ORCL Minor reduction 2026-03-31 Filed 2026-05-13 119,505 122,093 -2.1% -$6.2M
ADI Minor reduction 2026-03-31 Filed 2026-05-13 119,456 119,464 -0.0% +$5.6M
JNJ Minor reduction 2026-03-31 Filed 2026-05-13 166,000 169,614 -2.1% +$5.5M
V Minor increase 2026-03-31 Filed 2026-05-13 137,140 132,501 3.5% -$5.0M
MCO Minor increase 2026-03-31 Filed 2026-05-13 92,070 87,562 5.1% -$4.6M
NVDA Minor increase 2026-03-31 Filed 2026-05-13 360,092 315,722 14.1% +$3.9M
GOOG Minor increase 2026-03-31 Filed 2026-05-13 175,015 170,978 2.4% -$3.4M
AAPL Minor increase 2026-03-31 Filed 2026-05-13 258,050 253,571 1.8% -$3.4M
APH Minor reduction 2026-03-31 Filed 2026-05-13 290,461 296,724 -2.1% -$3.4M
UL Minor increase 2026-03-31 Filed 2026-05-13 344,958 336,467 2.5% -$2.4M
HEI Minor increase 2026-03-31 Filed 2026-05-13 47,726 46,825 1.9% -$2.1M
MTD Minor increase 2026-03-31 Filed 2026-05-13 17,002 16,641 2.2% -$1.8M
DHR Minor increase 2026-03-31 Filed 2026-05-13 120,189 107,065 12.3% -$1.7M
SYK Minor increase 2026-03-31 Filed 2026-05-13 103,638 101,173 2.4% -$1.5M
BRK.B Minor increase 2026-03-31 Filed 2026-05-13 60,059 59,902 0.3% -$1.3M
ASML Major reduction 2026-03-31 Filed 2026-05-13 2,304 3,647 -36.8% -$858,587
AME Minor reduction 2026-03-31 Filed 2026-05-13 171,125 175,324 -2.4% +$686,585
AMT Minor increase 2026-03-31 Filed 2026-05-13 89,283 87,773 1.7% -$1,846
TSM New 2025-12-31 Filed 2026-02-17 138,116 0 - +$42.0M
ORCL Major reduction 2025-12-31 Filed 2026-02-17 122,093 214,430 -43.1% -$36.5M
UL New 2025-12-31 Filed 2026-02-17 336,467 0 - +$22.1M
VLTO Major reduction 2025-12-31 Filed 2026-02-17 100,434 280,577 -64.2% -$19.9M
ROP Sold out 2025-12-31 Filed 2026-02-17 0 39,549 -100.0% -$19.7M
EFX Sold out 2025-12-31 Filed 2026-02-17 0 68,617 -100.0% -$17.6M
SAP Major reduction 2025-12-31 Filed 2026-02-17 90,830 141,152 -35.7% -$15.7M
NFLX New 2025-12-31 Filed 2026-02-17 126,444 0 - +$11.9M
APH Major reduction 2025-12-31 Filed 2026-02-17 296,724 406,710 -27.0% -$10.2M
CRM Major reduction 2025-12-31 Filed 2026-02-17 74,929 123,685 -39.4% -$9.5M
V Major increase 2025-12-31 Filed 2026-02-17 132,501 108,414 22.2% +$9.5M
MSFT Minor reduction 2025-12-31 Filed 2026-02-17 161,075 168,144 -4.2% -$9.2M
AMZN Minor increase 2025-12-31 Filed 2026-02-17 271,617 247,963 9.5% +$8.2M
MTD Major reduction 2025-12-31 Filed 2026-02-17 16,641 24,010 -30.7% -$6.3M
GOOG Minor reduction 2025-12-31 Filed 2026-02-17 170,978 194,560 -12.1% +$6.3M
SYK Major increase 2025-12-31 Filed 2026-02-17 101,173 82,957 22.0% +$4.9M
META Minor reduction 2025-12-31 Filed 2026-02-17 56,146 56,946 -1.4% -$4.8M
NVDA Minor increase 2025-12-31 Filed 2026-02-17 315,722 291,580 8.3% +$4.5M
INTU Minor reduction 2025-12-31 Filed 2026-02-17 59,298 63,501 -6.6% -$4.1M
ASML New 2025-12-31 Filed 2026-02-17 3,647 0 - +$3.9M
AMT Minor reduction 2025-12-31 Filed 2026-02-17 87,773 98,586 -11.0% -$3.5M
GEV New 2025-12-31 Filed 2026-02-17 5,110 0 - +$3.3M
TDG Minor reduction 2025-12-31 Filed 2026-02-17 39,791 42,049 -5.4% -$2.5M
BRK.B Minor reduction 2025-12-31 Filed 2026-02-17 59,902 64,647 -7.3% -$2.4M
GE Minor reduction 2025-12-31 Filed 2026-02-17 74,572 83,823 -11.0% -$2.2M
AME Minor reduction 2025-12-31 Filed 2026-02-17 175,324 179,827 -2.5% +$2.2M
ADI Minor reduction 2025-12-31 Filed 2026-02-17 119,464 123,106 -3.0% +$2.2M
DHR Minor reduction 2025-12-31 Filed 2026-02-17 107,065 113,597 -5.8% +$2.0M
JNJ Minor reduction 2025-12-31 Filed 2026-02-17 169,614 180,093 -5.8% +$1.7M
MCO Minor reduction 2025-12-31 Filed 2026-02-17 87,562 91,633 -4.4% +$1.1M
LIN Minor increase 2025-12-31 Filed 2026-02-17 113,533 100,666 12.8% +$592,986
HEI Minor reduction 2025-12-31 Filed 2026-02-17 46,825 47,401 -1.2% -$149,889
AAPL Minor reduction 2025-12-31 Filed 2026-02-17 253,571 270,359 -6.2% +$94,300
AVGO Minor reduction 2025-12-31 Filed 2026-02-17 83,343 87,245 -4.5% +$62,014

Public video / Interview / Shareholder letter / Public Q&A

No viewpoint records yet.