MAR VISTA INVESTMENT PARTNERS LLC
SEC Form 13F institutional filer · CIK 0001419999
13F-HR · 29 reported holdings · 2026-03-31
MAR VISTA INVESTMENT PARTNERS LLC is an investment advisor.
Reported long-US-equity value
$0.92B
Top-10 concentration
54.6%
MAR VISTA INVESTMENT PARTNERS LLC — $924M AUM allocation strategy
MAR VISTA INVESTMENT PARTNERS LLC files SEC Form 13F and reports $924M of long US equity value across 29 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 33.1%, followed by Industrials 12.9% and Financials 12.0%.
The top 10 holdings account for 55% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MAR VISTA INVESTMENT PARTNERS LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$924M
total across 29 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
55% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NFLX +133K sh · +$13.1M+$AVGO +56.4K sh · +$14.4M+$GE +53.8K sh · +$13.5M
Biggest trims (shares)
−$VLTO −99.9K sh · −$9.97M−$LIN −39.2K sh · −$11.6M−$INTU −38.3K sh · −$30.2M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors15.6%—
- Aerospace & Defense8.9%—
- Interactive Media & Services8.7%—
- Technology Hardware, Storage & Peripherals7.1%—
- Systems Software6.4%—
- Broadline Retail6.1%—
- Transaction & Payment Processing Services4.5%—
- Pharmaceuticals4.4%—
- Other holdings38.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 258K | $65.5M | +4.48K | 7.1% |
| $NVDA | NVIDIA Corporation | 360K | $62.8M | +44.4K | 6.8% |
| $MSFT | Microsoft Corporation | 160K | $59.1M | -1.43K | 6.4% |
| $AMZN | Amazon.com Inc | 270K | $56.2M | -1.68K | 6.1% |
| $GOOGL | Alphabet Inc | 175K | $50.2M | +4.04K | 5.4% |
| $TDG | Transdigm Group Incorporated | 39.2K | $45.5M | -545 | 4.9% |
| $AVGO | Broadcom Inc | 140K | $43.3M | +56.4K | 4.7% |
| $V | Visa Inc | 137K | $41.4M | +4.64K | 4.5% |
| $JNJ | Johnson & Johnson | 166K | $40.6M | -3.61K | 4.4% |
| $MCO | Moody's Corporation | 92.1K | $40.2M | +4.51K | 4.3% |
…and 19 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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