13F HOLDINGS REPORT
MAR VISTA INVESTMENT PARTNERS LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001214659-26-001835
Total Value
$1.09B
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 161,075 | $77.9M | 7.15% |
| 2 | APPLE INC | AAPL | 253,571 | $68.9M | 6.33% |
| 3 | AMAZON.COM INC | AMZN | 271,617 | $62.7M | 5.75% |
| 4 | NVIDIA CORP | NVDA | 315,722 | $58.9M | 5.40% |
| 5 | ALPHABET INC-CL C | GOOG | 170,978 | $53.7M | 4.92% |
| 6 | TRANSDIGM GROUP INC | TDG | 39,791 | $52.9M | 4.86% |
| 7 | LINDE PLC | LIN | 113,533 | $48.4M | 4.44% |
| 8 | VISA INC-CLASS A SHARES | V | 132,501 | $46.5M | 4.27% |
| 9 | MOODYS CORP | MCO | 87,562 | $44.7M | 4.11% |
| 10 | TAIWAN SEMICONDUCTOR-SP ADR | 874039100 | 138,116 | $42.0M | 3.85% |
| 11 | AMPHENOL CORP-CL A | 032095101 | 296,724 | $40.1M | 3.68% |
| 12 | INTUIT INC | INTU | 59,298 | $39.3M | 3.61% |
| 13 | META PLATFORMS INC-CLASS A | META | 56,146 | $37.1M | 3.40% |
| 14 | AMETEK INC | AME | 175,324 | $36.0M | 3.30% |
| 15 | STRYKER CORP | SYK | 101,173 | $35.6M | 3.26% |
| 16 | JOHNSON & JOHNSON | JNJ | 169,614 | $35.1M | 3.22% |
| 17 | ANALOG DEVICES INC | ADI | 119,464 | $32.4M | 2.97% |
| 18 | BERKSHIRE HATHAWAY INC-CL B | BRK-A | 59,902 | $30.1M | 2.76% |
| 19 | BROADCOM INC | AVGO | 83,343 | $28.8M | 2.65% |
| 20 | DANAHER CORP | 235851102 | 107,065 | $24.5M | 2.25% |
| 21 | ORACLE CORP | ORCL-PD | 122,093 | $23.8M | 2.18% |
| 22 | METTLER-TOLEDO INTERNATIONAL | MTD | 16,641 | $23.2M | 2.13% |
| 23 | GENERAL ELECTRIC | 369604301 | 74,572 | $23.0M | 2.11% |
| 24 | UNILEVER PLC-SPONSORED ADR | UNLYF | 336,467 | $22.1M | 2.03% |
| 25 | SAP SE-SPONSORED ADR | SAPGF | 90,830 | $22.1M | 2.03% |
| 26 | SALESFORCE INC | CRM | 74,929 | $19.8M | 1.82% |
| 27 | AMERICAN TOWER CORP | 03027X100 | 87,773 | $15.4M | 1.41% |
| 28 | HEICO CORP | HEI-A | 46,825 | $15.2M | 1.39% |
| 29 | NETFLIX INC | NFLX | 126,444 | $11.9M | 1.09% |
| 30 | VERALTO CORP | VLTO | 100,434 | $10.0M | 0.92% |
| 31 | ASML HOLDING NV-NY REG SHS | ASMLF | 3,647 | $3.9M | 0.36% |
| 32 | GE VERNOVA INC | GEV | 5,110 | $3.3M | 0.31% |
| 33 | ALPHABET INC-CL A | GOOG | 762 | $238,506 | 0.02% |
| 34 | NIKE INC CL B | NKE | 579 | $36,888 | 0.00% |