Vault-13

MAR VISTA INVESTMENT PARTNERS LLC

LOS ANGELES, CA · CIK 1419999 · 13F filing filed 2026-08-10

SEC-registered investment adviser since 2007 · limited liability company

As an employer

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

CityCountryPeople
Los Angeles, CA (main office)United States United Statesabout 9
Minnetonka, MNUnited States United States10

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.0bn reported value +0.5% vs Q1 2026
33positions
49.6%in top 10
1 new 7 added 24 reduced 3 sold out vs Q1 2026

Also in the report of:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NVIDIA CORPORATION COM NVDA NVDA 350,322 $70.1m6.98% 6.98% ReducedShares held: Q3 2025 291.6k, Q4 2025 315.7k, Q1 2026 360.1k, Q2 2026 350.3k -9.8k -9,770 -2.7%
2 APPLE INC COM AAPL AAPL 226,342 $65.5m6.52% 6.52% ReducedShares held: Q3 2025 270.4k, Q4 2025 253.6k, Q1 2026 258.1k, Q2 2026 226.3k -31.7k -31,708 -12.3%
3 MICROSOFT CORP COM MSFT MSFT 140,064 $52.2m5.20% 5.20% ReducedShares held: Q3 2025 168.1k, Q4 2025 161.1k, Q1 2026 159.6k, Q2 2026 140.1k -19.6k -19,579 -12.3%
4 BROADCOM INC COM AVGO AVGO 135,898 $51.3m5.11% 5.11% ReducedShares held: Q3 2025 87.2k, Q4 2025 83.3k, Q1 2026 139.8k, Q2 2026 135.9k -3.9k -3,879 -2.8%
5 GE AEROSPACE COM NEW GE GE 130,318 $48.7m4.85% 4.85% AddedShares held: Q3 2025 83.8k, Q4 2025 74.6k, Q1 2026 128.3k, Q2 2026 130.3k +2.0k +1,973 1.5%
6 AMPHENOL CORP CL A APH APH 259,042 $45.7m4.55% 4.55% ReducedShares held: Q3 2025 406.7k, Q4 2025 296.7k, Q1 2026 290.5k, Q2 2026 259.0k -31.4k -31,419 -10.8%
7 VISA INC COM CL A V V 126,493 $43.4m4.32% 4.32% ReducedShares held: Q3 2025 108.4k, Q4 2025 132.5k, Q1 2026 137.1k, Q2 2026 126.5k -10.6k -10,647 -7.8%
8 AMAZON COM INC COM AMZN AMZN 181,364 $43.2m4.30% 4.30% ReducedShares held: Q3 2025 248.0k, Q4 2025 271.6k, Q1 2026 269.9k, Q2 2026 181.4k -88.6k -88,575 -32.8%
9 ALPHABET INC CAP STK CL C GOOG GOOG 112,334 $39.7m3.95% 3.95% ReducedShares held: Q3 2025 194.6k, Q4 2025 171.0k, Q1 2026 175.0k, Q2 2026 112.3k -62.7k -62,681 -35.8%
10 MOODYS CORP COM MCO MCO 85,542 $38.7m3.86% 3.86% ReducedShares held: Q3 2025 91.6k, Q4 2025 87.6k, Q1 2026 92.1k, Q2 2026 85.5k -6.5k -6,528 -7.1%
11 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 80,628 $38.5m3.83% 3.83% ReducedShares held: Q3 2025 0, Q4 2025 138.1k, Q1 2026 90.4k, Q2 2026 80.6k -9.8k -9,806 -10.8%
12 JOHNSON & JOHNSON COM JNJ JNJ 146,288 $37.2m3.70% 3.70% ReducedShares held: Q3 2025 180.1k, Q4 2025 169.6k, Q1 2026 166.0k, Q2 2026 146.3k -19.7k -19,712 -11.9%
13 AMETEK INC COM AME AME 149,014 $36.1m3.59% 3.59% ReducedShares held: Q3 2025 179.8k, Q4 2025 175.3k, Q1 2026 171.1k, Q2 2026 149.0k -22.1k -22,111 -12.9%
14 STRYKER CORPORATION COM SYK SYK 113,049 $35.6m3.54% 3.54% AddedShares held: Q3 2025 83.0k, Q4 2025 101.2k, Q1 2026 103.6k, Q2 2026 113.0k +9.4k +9,411 9.1%
15 LINDE PLC SHS LIN LIN 68,335 $35.5m3.53% 3.53% ReducedShares held: Q3 2025 100.7k, Q4 2025 113.5k, Q1 2026 74.3k, Q2 2026 68.3k -6.0k -5,998 -8.1%
16 GE VERNOVA INC COM GEV GEV 26,096 $30.7m3.05% 3.05% AddedShares held: Q3 2025 0, Q4 2025 5.1k, Q1 2026 23.2k, Q2 2026 26.1k +2.9k +2,905 12.5%
17 ANALOG DEVICES INC COM ADI ADI 75,348 $29.9m2.98% 2.98% ReducedShares held: Q3 2025 123.1k, Q4 2025 119.5k, Q1 2026 119.5k, Q2 2026 75.3k -44.1k -44,108 -36.9%
18 META PLATFORMS INC CL A META META 49,223 $27.7m2.76% 2.76% ReducedShares held: Q3 2025 56.9k, Q4 2025 56.1k, Q1 2026 52.5k, Q2 2026 49.2k -3.3k -3,303 -6.3%
19 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 54,156 $27.1m2.70% 2.70% ReducedShares held: Q3 2025 64.6k, Q4 2025 59.9k, Q1 2026 60.1k, Q2 2026 54.2k -5.9k -5,903 -9.8%
20 NETFLIX INC COM NFLX NFLX 371,863 $26.6m2.64% 2.64% AddedShares held: Q3 2025 0, Q4 2025 126.4k, Q1 2026 259.3k, Q2 2026 371.9k +112.6k +112,571 43.4%
21 ASML HOLDING N V N Y REGISTRY SHS ASML ASML 13,245 $26.4m2.62% 2.62% AddedShares held: Q3 2025 0, Q4 2025 3.6k, Q1 2026 2.3k, Q2 2026 13.2k +10.9k +10,941 474.9%
22 METTLER TOLEDO INTERNATIONAL COM MTD MTD 19,323 $24.7m2.46% 2.46% AddedShares held: Q3 2025 24.0k, Q4 2025 16.6k, Q1 2026 17.0k, Q2 2026 19.3k +2.3k +2,321 13.7%
23 TRANSDIGM GROUP INC COM TDG TDG 15,677 $20.9m2.08% 2.08% ReducedShares held: Q3 2025 42.0k, Q4 2025 39.8k, Q1 2026 39.2k, Q2 2026 15.7k -23.6k -23,569 -60.0%
24 DANAHER CORPORATION COM DHR DHR 95,212 $18.1m1.80% 1.80% ReducedShares held: Q3 2025 113.6k, Q4 2025 107.1k, Q1 2026 120.2k, Q2 2026 95.2k -25.0k -24,977 -20.8%
25 UNILEVER PLC SPON ADR NEW UL UL 284,749 $17.1m1.70% 1.70% ReducedShares held: Q3 2025 0, Q4 2025 336.5k, Q1 2026 345.0k, Q2 2026 284.7k -60.2k -60,209 -17.4%
26 ORACLE CORP COM ORCL ORCL 111,863 $16.4m1.63% 1.63% ReducedShares held: Q3 2025 214.4k, Q4 2025 122.1k, Q1 2026 119.5k, Q2 2026 111.9k -7.6k -7,642 -6.4%
27 AMERICAN TOWER CORP NEW COM AMT AMT 81,434 $13.3m1.33% 1.33% ReducedShares held: Q3 2025 98.6k, Q4 2025 87.8k, Q1 2026 89.3k, Q2 2026 81.4k -7.8k -7,849 -8.8%
28 STANDARDAERO INC COM SARO SARO 427,847 $12.8m1.27% 1.27% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 427.8k
29 HEICO CORP NEW COM HEI HEI 32,073 $11.4m1.14% 1.14% ReducedShares held: Q3 2025 47.4k, Q4 2025 46.8k, Q1 2026 47.7k, Q2 2026 32.1k -15.7k -15,653 -32.8%
30 QXO INC COM NEW QXO QXO 599,330 $10.4m1.03% 1.03% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 476.4k, Q2 2026 599.3k +122.9k +122,921 25.8%
31 ECOLAB INC COM ECL ECL 35,261 $9.8m0.98% 0.98% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 35.9k, Q2 2026 35.3k -627 -627 -1.8%
32 ALPHABET INC CAP STK CL A GOOGL GOOGL 505 $180.5k0.02% 0.02% ReducedShares held: Q3 2025 822, Q4 2025 762, Q1 2026 736, Q2 2026 505 -231 -231 -31.4%
33 NIKE INC CL B NKE NKE 610 $25.0k0.00% 0.00% UnchangedShares held: Q3 2025 579, Q4 2025 579, Q1 2026 610, Q2 2026 610

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
INTUIT INTU INTU 21,020 $9.1m21.0k shares
SAP SE SAP SAP 3,066 $524.9k3.1k shares
VERALTO CORP VLTO VLTO 563 $49.8k563 shares