Mar Vista Investment Partners LLC has filed its Form 13F-HR, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing was signed by Kathleen von Schlegell, the Chief Compliance Officer for the firm.
The report lists 33 individual equity holdings. The largest position disclosed is in NVIDIA Corporation, where the firm holds 337,007 shares. Other significant holdings include Apple Inc., with 161,191 shares, and Taiwan Semiconductor Manufacturing Company, with 70,252 shares.
- Major Technology Holdings: The portfolio includes substantial positions in major technology companies, such as Microsoft (122,397 shares), Broadcom (116,777 shares), and Meta Platforms (31,476 shares).
- Industrial and Financial Stocks: The portfolio also holds shares in industrial and financial sectors, including Stryker Corporation (100,063 shares), Visa Inc. (108,771 shares), and American Tower Corporation (71,343 shares).
- Other Notable Positions: The filing details additional positions in companies like Netflix, Johnson & Johnson, and Berkshire Hathaway Inc., among others.
The filing indicates that Mar Vista Investment Partners LLC manages a diverse portfolio of common stocks across various sectors.
