VISTA INVESTMENT PARTNERS II, LLC
•CIK: 2035219•Filing: Q4 2025
**VISTA INVESTMENT PARTNERS II, LLC** manages $232M across a diversified portfolio of 150 positions. The fund exhibits significant conviction in mega-cap technology and healthcare names, evidenced by top holdings including LLY ($12.2M) and NVDA ($7.8M). Notable allocations also include exposure to semiconductors via KLAC ($5.6M) and AVGO ($4.5M), alongside broad market exposure through VOO ($6.3M). This positioning suggests a growth-oriented mandate targeting established market leaders.
Total AUM
$232.1M
QoQ Performance
+8.3%
Positions
137
Top 10 Concentration
27.6%
Latest Filing
Q4 2025
Top Holdings Allocation
LLY
LLY5.3%
NVDA3.4%
MIGA3.1%
VOO2.7%
KLAC2.4%
CGDV2.4%
AAPL2.3%
PH2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.7%
Technology11.8%
Financial7.2%
Healthcare6.7%
Consumer4.0%
ETF3.2%
Industrial3.0%
Consumer Staples1.7%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW19 new positions
↑53 increased
↓65 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024