Quality growth / durable franchises
Mar Vista Investment Partners · Mar Vista · 高質量 franchise 與长期成长
Mar Vista Investment Partners 是質量成长和耐心持有的機構样本，核心是 durable franchise、可持續竞争優势、資本回報和长期複利。最值得看的是长期持倉穩定性、估值纪律、强現金流公司和权重變化背後的商業質量判断。
| 股票 | 股數 | 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 | 動作 | 13F 時間 | 當前股數 | 上期股數 | 股數變化 | 13F市值變化 |
|---|---|---|---|---|---|---|
INTU
|
大幅減持 | 2026-03-31 披露 2026-05-13 | 21,020 | 59,298 | -64.6% | -$30.2M |
SAP
|
大幅減持 | 2026-03-31 披露 2026-05-13 | 3,066 | 90,830 | -96.6% | -$21.5M |
CRM
|
清倉 | 2026-03-31 披露 2026-05-13 | 0 | 74,929 | -100.0% | -$19.8M |
|
MSFT
|
小幅減持 | 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
|
大幅減持 | 2026-03-31 披露 2026-05-13 | 74,333 | 113,533 | -34.5% | -$11.6M |
|
TSM
|
大幅減持 | 2026-03-31 披露 2026-05-13 | 90,434 | 138,116 | -34.5% | -$11.4M |
VLTO
|
大幅減持 | 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
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 39,246 | 39,791 | -1.4% | -$7.4M |
|
META
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 52,526 | 56,146 | -6.4% | -$7.0M |
|
AMZN
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 269,939 | 271,617 | -0.6% | -$6.5M |
ORCL
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 119,505 | 122,093 | -2.1% | -$6.2M |
|
ADI
|
小幅減持 | 2026-03-31 披露 2026-05-13 | 119,456 | 119,464 | -0.0% | +$5.6M |
|
JNJ
|
小幅減持 | 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
|
小幅減持 | 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
|
大幅減持 | 2026-03-31 披露 2026-05-13 | 2,304 | 3,647 | -36.8% | -$858,587 |
|
AME
|
小幅減持 | 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 |
|
TSM
|
新增 | 2025-12-31 披露 2026-02-17 | 138,116 | 0 | - | +$42.0M |
|
ORCL
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 122,093 | 214,430 | -43.1% | -$36.5M |
|
UL
|
新增 | 2025-12-31 披露 2026-02-17 | 336,467 | 0 | - | +$22.1M |
|
VLTO
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 100,434 | 280,577 | -64.2% | -$19.9M |
ROP
|
清倉 | 2025-12-31 披露 2026-02-17 | 0 | 39,549 | -100.0% | -$19.7M |
EFX
|
清倉 | 2025-12-31 披露 2026-02-17 | 0 | 68,617 | -100.0% | -$17.6M |
|
SAP
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 90,830 | 141,152 | -35.7% | -$15.7M |
|
NFLX
|
新增 | 2025-12-31 披露 2026-02-17 | 126,444 | 0 | - | +$11.9M |
|
APH
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 296,724 | 406,710 | -27.0% | -$10.2M |
|
CRM
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 74,929 | 123,685 | -39.4% | -$9.5M |
|
V
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 132,501 | 108,414 | 22.2% | +$9.5M |
|
MSFT
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 161,075 | 168,144 | -4.2% | -$9.2M |
|
AMZN
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 271,617 | 247,963 | 9.5% | +$8.2M |
|
MTD
|
大幅減持 | 2025-12-31 披露 2026-02-17 | 16,641 | 24,010 | -30.7% | -$6.3M |
|
GOOG
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 170,978 | 194,560 | -12.1% | +$6.3M |
|
SYK
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 101,173 | 82,957 | 22.0% | +$4.9M |
|
META
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 56,146 | 56,946 | -1.4% | -$4.8M |
|
NVDA
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 315,722 | 291,580 | 8.3% | +$4.5M |
|
INTU
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 59,298 | 63,501 | -6.6% | -$4.1M |
|
ASML
|
新增 | 2025-12-31 披露 2026-02-17 | 3,647 | 0 | - | +$3.9M |
|
AMT
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 87,773 | 98,586 | -11.0% | -$3.5M |
|
GEV
|
新增 | 2025-12-31 披露 2026-02-17 | 5,110 | 0 | - | +$3.3M |
|
TDG
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 39,791 | 42,049 | -5.4% | -$2.5M |
|
BRK.B
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 59,902 | 64,647 | -7.3% | -$2.4M |
|
GE
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 74,572 | 83,823 | -11.0% | -$2.2M |
|
AME
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 175,324 | 179,827 | -2.5% | +$2.2M |
|
ADI
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 119,464 | 123,106 | -3.0% | +$2.2M |
|
DHR
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 107,065 | 113,597 | -5.8% | +$2.0M |
|
JNJ
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 169,614 | 180,093 | -5.8% | +$1.7M |
|
MCO
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 87,562 | 91,633 | -4.4% | +$1.1M |
|
LIN
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 113,533 | 100,666 | 12.8% | +$592,986 |
|
HEI
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 46,825 | 47,401 | -1.2% | -$149,889 |
|
AAPL
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 253,571 | 270,359 | -6.2% | +$94,300 |
|
AVGO
|
小幅減持 | 2025-12-31 披露 2026-02-17 | 83,343 | 87,245 | -4.5% | +$62,014 |
ADBE
|
清倉 | 2025-09-30 披露 2025-11-12 | 0 | 62,447 | -100.0% | -$24.2M |
|
AAPL
|
小幅增持 | 2025-09-30 披露 2025-11-12 | 270,359 | 239,054 | 13.1% | +$19.8M |
|
GOOG
|
大幅增持 | 2025-09-30 披露 2025-11-12 | 194,560 | 164,577 | 18.2% | +$18.2M |
|
NVDA
|
大幅增持 | 2025-09-30 披露 2025-11-12 | 291,580 | 231,595 | 25.9% | +$17.8M |
|
AVGO
|
大幅減持 | 2025-09-30 披露 2025-11-12 | 87,245 | 166,769 | -47.7% | -$17.2M |
|
EFX
|
大幅減持 | 2025-09-30 披露 2025-11-12 | 68,617 | 127,287 | -46.1% | -$15.4M |
|
TDG
|
小幅減持 | 2025-09-30 披露 2025-11-12 | 42,049 | 45,722 | -8.0% | -$14.1M |
|
INTU
|
小幅減持 | 2025-09-30 披露 2025-11-12 | 63,501 | 72,275 | -12.1% | -$13.6M |
|
MSFT
|
大幅減持 | 2025-09-30 披露 2025-11-12 | 168,144 | 199,341 | -15.7% | -$12.1M |
|
CRM
|
大幅減持 | 2025-09-30 披露 2025-11-12 | 123,685 | 150,586 | -17.9% | -$11.7M |
|
LIN
|
大幅減持 | 2025-09-30 披露 2025-11-12 | 100,666 | 120,786 | -16.7% | -$8.9M |
|
APH
|
小幅減持 | 2025-09-30 披露 2025-11-12 | 406,710 | 423,195 | -3.9% | +$8.5M |
BN
|
清倉 | 2025-09-30 披露 2025-11-12 | 0 | 128,456 | -100.0% | -$7.9M |
|
META
|
大幅減持 | 2025-09-30 披露 2025-11-12 | 56,946 | 67,285 | -15.4% | -$7.8M |
|
AMZN
|
小幅減持 | 2025-09-30 披露 2025-11-12 | 247,963 | 282,743 | -12.3% | -$7.6M |
|
AMT
|
大幅減持 | 2025-09-30 披露 2025-11-12 | 98,586 | 119,827 | -17.7% | -$7.5M |
|
SAP
|
小幅減持 | 2025-09-30 披露 2025-11-12 | 141,152 | 147,365 | -4.2% | -$7.1M |
|
ADI
|
大幅減持 | 2025-09-30 披露 2025-11-12 | 123,106 | 153,383 | -19.7% | -$6.3M |
CP
|
清倉 | 2025-09-30 披露 2025-11-12 | 0 | 77,288 | -100.0% | -$6.1M |
|
DHR
|
大幅減持 | 2025-09-30 披露 2025-11-12 | 113,597 | 142,008 | -20.0% | -$5.5M |
|
GE
|
大幅減持 | 2025-09-30 披露 2025-11-12 | 83,823 | 117,394 | -28.6% | -$5.0M |
|
BRK.B
|
大幅減持 | 2025-09-30 披露 2025-11-12 | 64,647 | 76,997 | -16.0% | -$4.9M |
|
JNJ
|
小幅減持 | 2025-09-30 披露 2025-11-12 | 180,093 | 189,441 | -4.9% | +$4.5M |
|
ROP
|
小幅減持 | 2025-09-30 披露 2025-11-12 | 39,549 | 41,579 | -4.9% | -$3.8M |
|
V
|
小幅減持 | 2025-09-30 披露 2025-11-12 | 108,414 | 113,432 | -4.4% | -$3.3M |
|
ASML
|
清倉 | 2025-09-30 披露 2025-11-12 | 0 | 4,008 | -100.0% | -$3.2M |
|
MCO
|
小幅減持 | 2025-09-30 披露 2025-11-12 | 91,633 | 93,431 | -1.9% | -$3.2M |
|
SYK
|
小幅減持 | 2025-09-30 披露 2025-11-12 | 82,957 | 84,862 | -2.2% | -$2.9M |
|
ORCL
|
大幅減持 | 2025-09-30 披露 2025-11-12 | 214,430 | 262,586 | -18.3% | +$2.9M |
|
VLTO
|
小幅減持 | 2025-09-30 披露 2025-11-12 | 280,577 | 287,620 | -2.4% | +$877,075 |
|
AME
|
小幅減持 | 2025-09-30 披露 2025-11-12 | 179,827 | 183,732 | -2.1% | +$559,333 |
|
HEI
|
小幅減持 | 2025-09-30 披露 2025-11-12 | 47,401 | 47,482 | -0.2% | -$272,105 |
|
MTD
|
小幅減持 | 2025-09-30 披露 2025-11-12 | 24,010 | 25,158 | -4.6% | -$78,690 |
|
GE
|
新增 | 2025-06-30 披露 2025-08-11 | 117,394 | 0 | - | +$30.2M |
|
MSFT
|
小幅減持 | 2025-06-30 披露 2025-08-11 | 199,341 | 207,187 | -3.8% | +$21.4M |
|
ORCL
|
小幅減持 | 2025-06-30 披露 2025-08-11 | 262,586 | 269,391 | -2.5% | +$19.7M |
|
V
|
大幅減持 | 2025-06-30 披露 2025-08-11 | 113,432 | 162,350 | -30.1% | -$16.6M |
|
NVDA
|
大幅增持 | 2025-06-30 披露 2025-08-11 | 231,595 | 186,059 | 24.5% | +$16.4M |
|
APH
|
小幅增持 | 2025-06-30 披露 2025-08-11 | 423,195 | 399,632 | 5.9% | +$15.6M |
|
HEI
|
大幅減持 | 2025-06-30 披露 2025-08-11 | 47,482 | 110,429 | -57.0% | -$13.9M |
|
GOOG
|
大幅減持 | 2025-06-30 披露 2025-08-11 | 164,577 | 265,754 | -38.1% | -$12.3M |
|
INTU
|
小幅減持 | 2025-06-30 披露 2025-08-11 | 72,275 | 72,806 | -0.7% | +$12.2M |
|
META
|
小幅減持 | 2025-06-30 披露 2025-08-11 | 67,285 | 67,908 | -0.9% | +$10.5M |
|
AVGO
|
大幅減持 | 2025-06-30 披露 2025-08-11 | 166,769 | 216,554 | -23.0% | +$9.7M |
|
AAPL
|
小幅減持 | 2025-06-30 披露 2025-08-11 | 239,054 | 264,122 | -9.5% | -$9.6M |
|
MTD
|
大幅減持 | 2025-06-30 披露 2025-08-11 | 25,158 | 30,134 | -16.5% | -$6.0M |
|
LIN
|
小幅增持 | 2025-06-30 披露 2025-08-11 | 120,786 | 110,069 | 9.7% | +$5.4M |
|
AMZN
|
小幅減持 | 2025-06-30 披露 2025-08-11 | 282,743 | 298,862 | -5.4% | +$5.2M |
|
ADI
|
小幅減持 | 2025-06-30 披露 2025-08-11 | 153,383 | 156,354 | -1.9% | +$5.0M |
|
MCO
|
小幅增持 | 2025-06-30 披露 2025-08-11 | 93,431 | 92,522 | 1.0% | +$3.8M |
|
SAP
|
大幅減持 | 2025-06-30 披露 2025-08-11 | 147,365 | 179,355 | -17.8% | -$3.3M |
|
ADBE
|
小幅減持 | 2025-06-30 披露 2025-08-11 | 62,447 | 71,619 | -12.8% | -$3.3M |
|
BRK.B
|
小幅增持 | 2025-06-30 披露 2025-08-11 | 76,997 | 76,295 | 0.9% | -$3.2M |
|
CRM
|
小幅減持 | 2025-06-30 披露 2025-08-11 | 150,586 | 162,809 | -7.5% | -$2.6M |
|
VLTO
|
小幅增持 | 2025-06-30 披露 2025-08-11 | 287,620 | 274,392 | 4.8% | +$2.3M |
|
JNJ
|
小幅增持 | 2025-06-30 披露 2025-08-11 | 189,441 | 184,786 | 2.5% | -$1.7M |
|
BN
|
小幅增持 | 2025-06-30 披露 2025-08-11 | 128,456 | 123,457 | 4.0% | +$1.5M |
|
EFX
|
小幅減持 | 2025-06-30 披露 2025-08-11 | 127,287 | 130,881 | -2.7% | +$1.1M |
|
DHR
|
小幅減持 | 2025-06-30 披露 2025-08-11 | 142,008 | 142,189 | -0.1% | -$1.1M |
|
CP
|
小幅增持 | 2025-06-30 披露 2025-08-11 | 77,288 | 74,285 | 4.0% | +$911,070 |
|
ASML
|
小幅增持 | 2025-06-30 披露 2025-08-11 | 4,008 | 3,853 | 4.0% | +$658,858 |
|
ROP
|
小幅增持 | 2025-06-30 披露 2025-08-11 | 41,579 | 40,999 | 1.4% | -$603,550 |
|
AMT
|
小幅增持 | 2025-06-30 披露 2025-08-11 | 119,827 | 119,822 | 0.0% | +$410,897 |
|
TDG
|
小幅減持 | 2025-06-30 披露 2025-08-11 | 45,722 | 50,392 | -9.3% | -$180,048 |
|
AME
|
小幅減持 | 2025-06-30 披露 2025-08-11 | 183,732 | 192,256 | -4.4% | +$153,195 |
|
SYK
|
小幅減持 | 2025-06-30 披露 2025-08-11 | 84,862 | 90,187 | -5.9% | +$1,842 |
还没有觀點记錄。