Filed: 2/17/2026ACC: 0001214659-26-001835
📋 What this filing means
MAR VISTA INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $1.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$1.09B
Total AUM (reported)
4M
Total Shares
Allocation by class
COMMON STOCKS$1.09B100.0%
Portfolio Concentration
Top 3$209.53M19.2%
4–10$347.03M31.9%
11–25$453.07M41.6%
Rest$79.81M7.3%
Top 3 weight
19.2%
Top 10 weight
51.1%
Voting Authority Distribution
Total shares with voting rights: 4M
Sole
Full voting authority
2.16M
shares
% of voting shares54.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.84M
shares
% of voting shares45.9%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 54.1% of voting shares
Institutional Holdings34
Rows:
MICROSOFT CORP
SOLEShares161.07K
TypeSH
Market value$77.90M
7.15%
Sole
86.04K
Shared
0.00
None
75.03K
APPLE INC
SOLEShares253.57K
TypeSH
Market value$68.94M
6.33%
Sole
137.19K
Shared
0.00
None
116.39K
AMAZON.COM INC
SOLEShares271.62K
TypeSH
Market value$62.69M
5.75%
Sole
148.76K
Shared
0.00
None
122.85K
NVIDIA CORP
SOLEShares315.72K
TypeSH
Market value$58.88M
5.40%
Sole
161.98K
Shared
0.00
None
153.74K
ALPHABET INC-CL C
SOLEShares170.98K
TypeSH
Market value$53.65M
4.92%
Sole
87.77K
Shared
0.00
None
83.20K
TRANSDIGM GROUP INC
SOLEShares39.79K
TypeSH
Market value$52.92M
4.86%
Sole
21.28K
Shared
0.00
None
18.51K
LINDE PLC
SOLEShares113.53K
TypeSH
Market value$48.41M
4.44%
Sole
65.98K
Shared
0.00
None
47.55K
VISA INC-CLASS A SHARES
SOLEShares132.50K
TypeSH
Market value$46.47M
4.27%
Sole
67.71K
Shared
0.00
None
64.79K
MOODYS CORP
SOLEShares87.56K
TypeSH
Market value$44.73M
4.11%
Sole
41.87K
Shared
0.00
None
45.69K
TAIWAN SEMICONDUCTOR-SP ADR
SOLEShares138.12K
TypeSH
Market value$41.97M
3.85%
Sole
83K
Shared
0.00
None
55.12K
AMPHENOL CORP-CL A
SOLEShares296.72K
TypeSH
Market value$40.10M
3.68%
Sole
164.54K
Shared
0.00
None
132.18K
INTUIT INC
SOLEShares59.30K
TypeSH
Market value$39.28M
3.61%
Sole
32.55K
Shared
0.00
None
26.74K
META PLATFORMS INC-CLASS A
SOLEShares56.15K
TypeSH
Market value$37.06M
3.40%
Sole
26.56K
Shared
0.00
None
29.59K
AMETEK INC
SOLEShares175.32K
TypeSH
Market value$36.00M
3.30%
Sole
90.40K
Shared
0.00
None
84.93K
STRYKER CORP
SOLEShares101.17K
TypeSH
Market value$35.56M
3.26%
Sole
53.26K
Shared
0.00
None
47.91K
JOHNSON & JOHNSON
SOLEShares169.61K
TypeSH
Market value$35.10M
3.22%
Sole
116.43K
Shared
0.00
None
53.18K
ANALOG DEVICES INC
SOLEShares119.46K
TypeSH
Market value$32.40M
2.97%
Sole
66.69K
Shared
0.00
None
52.77K
BERKSHIRE HATHAWAY INC-CL B
SOLEShares59.90K
TypeSH
Market value$30.11M
2.76%
Sole
33.73K
Shared
0.00
None
26.18K
BROADCOM INC
SOLEShares83.34K
TypeSH
Market value$28.85M
2.65%
Sole
43.67K
Shared
0.00
None
39.67K
DANAHER CORP
SOLEShares107.06K
TypeSH
Market value$24.51M
2.25%
Sole
76.94K
Shared
0.00
None
30.12K
ORACLE CORP
SOLEShares122.09K
TypeSH
Market value$23.80M
2.18%
Sole
68.86K
Shared
0.00
None
53.23K
METTLER-TOLEDO INTERNATIONAL
SOLEShares16.64K
TypeSH
Market value$23.20M
2.13%
Sole
9.09K
Shared
0.00
None
7.55K
GENERAL ELECTRIC
SOLEShares74.57K
TypeSH
Market value$22.97M
2.11%
Sole
40.58K
Shared
0.00
None
33.99K
UNILEVER PLC-SPONSORED ADR
SOLEShares336.47K
TypeSH
Market value$22.08M
2.03%
Sole
166.25K
Shared
0.00
None
170.21K
SAP SE-SPONSORED ADR
SOLEShares90.83K
TypeSH
Market value$22.06M
2.03%
Sole
45.88K
Shared
0.00
None
44.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COMMON STOCKS | 161.07K | SH | $77.90M 7.15% | 86.04K | 0.00 | 75.03K |
APPLE INCSOLE | COMMON STOCKS | 253.57K | SH | $68.94M 6.33% | 137.19K | 0.00 | 116.39K |
AMAZON.COM INCSOLE | COMMON STOCKS | 271.62K | SH | $62.69M 5.75% | 148.76K | 0.00 | 122.85K |
NVIDIA CORPSOLE | COMMON STOCKS | 315.72K | SH | $58.88M 5.40% | 161.98K | 0.00 | 153.74K |
ALPHABET INC-CL CSOLE | COMMON STOCKS | 170.98K | SH | $53.65M 4.92% | 87.77K | 0.00 | 83.20K |
TRANSDIGM GROUP INCSOLE | COMMON STOCKS | 39.79K | SH | $52.92M 4.86% | 21.28K | 0.00 | 18.51K |
LINDE PLCSOLE | COMMON STOCKS | 113.53K | SH | $48.41M 4.44% | 65.98K | 0.00 | 47.55K |
VISA INC-CLASS A SHARESSOLE | COMMON STOCKS | 132.50K | SH | $46.47M 4.27% | 67.71K | 0.00 | 64.79K |
MOODYS CORPSOLE | COMMON STOCKS | 87.56K | SH | $44.73M 4.11% | 41.87K | 0.00 | 45.69K |
TAIWAN SEMICONDUCTOR-SP ADRSOLE | COMMON STOCKS | 138.12K | SH | $41.97M 3.85% | 83K | 0.00 | 55.12K |
AMPHENOL CORP-CL ASOLE | COMMON STOCKS | 296.72K | SH | $40.10M 3.68% | 164.54K | 0.00 | 132.18K |
INTUIT INCSOLE | COMMON STOCKS | 59.30K | SH | $39.28M 3.61% | 32.55K | 0.00 | 26.74K |
META PLATFORMS INC-CLASS ASOLE | COMMON STOCKS | 56.15K | SH | $37.06M 3.40% | 26.56K | 0.00 | 29.59K |
AMETEK INCSOLE | COMMON STOCKS | 175.32K | SH | $36.00M 3.30% | 90.40K | 0.00 | 84.93K |
STRYKER CORPSOLE | COMMON STOCKS | 101.17K | SH | $35.56M 3.26% | 53.26K | 0.00 | 47.91K |
JOHNSON & JOHNSONSOLE | COMMON STOCKS | 169.61K | SH | $35.10M 3.22% | 116.43K | 0.00 | 53.18K |
ANALOG DEVICES INCSOLE | COMMON STOCKS | 119.46K | SH | $32.40M 2.97% | 66.69K | 0.00 | 52.77K |
BERKSHIRE HATHAWAY INC-CL BSOLE | COMMON STOCKS | 59.90K | SH | $30.11M 2.76% | 33.73K | 0.00 | 26.18K |
BROADCOM INCSOLE | COMMON STOCKS | 83.34K | SH | $28.85M 2.65% | 43.67K | 0.00 | 39.67K |
DANAHER CORPSOLE | COMMON STOCKS | 107.06K | SH | $24.51M 2.25% | 76.94K | 0.00 | 30.12K |
ORACLE CORPSOLE | COMMON STOCKS | 122.09K | SH | $23.80M 2.18% | 68.86K | 0.00 | 53.23K |
METTLER-TOLEDO INTERNATIONALSOLE | COMMON STOCKS | 16.64K | SH | $23.20M 2.13% | 9.09K | 0.00 | 7.55K |
GENERAL ELECTRICSOLE | COMMON STOCKS | 74.57K | SH | $22.97M 2.11% | 40.58K | 0.00 | 33.99K |
UNILEVER PLC-SPONSORED ADRSOLE | COMMON STOCKS | 336.47K | SH | $22.08M 2.03% | 166.25K | 0.00 | 170.21K |
SAP SE-SPONSORED ADRSOLE | COMMON STOCKS | 90.83K | SH | $22.06M 2.03% | 45.88K | 0.00 | 44.95K |
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