MAR VISTA INVESTMENT PARTNERS LLC
•CIK: 1419999•Filing: Q4 2025
**MAR VISTA INVESTMENT PARTNERS LLC** manages $1.1B across a concentrated portfolio of 34 positions. The fund exhibits significant exposure to mega-cap technology leaders, with top holdings including MSFT at $77.9M and AAPL at $68.9M. Further notable allocations include AMZN ($62.7M), NVDA ($58.9M), and GOOG ($53.7M). This structure indicates a core conviction in established, high-growth technology names.
Total AUM
$1.1B
QoQ Performance
-5.3%
Positions
34
Top 10 Concentration
51.1%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
AAPL
AMZN
NVDA
MSFT7.2%
AAPL6.3%
AMZN5.8%
NVDA5.4%
GOOG4.9%
T7D4.9%
LIN4.4%
V4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology37.5%
Other35.2%
Financial7.0%
Consumer5.8%
Healthcare5.5%
Materials4.4%
Industrial2.1%
Real Estate1.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑5 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023