MAR VISTA INVESTMENT PARTNERS LLC
LOS ANGELES CA · SEC CIK 0001419999
$10.05亿2026Q2 申报市值
33持仓数
49.6%前十大占比 · 第一大 7.0%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASML 加仓+$2,176.65万
SARO 新建仓+$1,279.69万
NFLX 加仓+$803.76万
GEV 加仓+$341.30万
MTD 加仓+$296.51万
2026Q2 卖出最多 按季末市值估算
TDG 减仓-$3,139.49万
GOOG 减仓-$2,214.71万
AMZN 减仓-$2,111.10万
ADI 减仓-$1,751.84万
AAPL 减仓-$917.50万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $7,009.59万 | 6.98% | 350,322 | -9,770 | -2.7% | -$195.49万 | 减仓 |
| AAPL | APPLE INC | $6,549.43万 | 6.52% | 226,342 | -31,708 | -12.3% | -$917.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,224.67万 | 5.20% | 140,064 | -19,579 | -12.3% | -$730.34万 | 减仓 |
| AVGO | BROADCOM INC | $5,133.55万 | 5.11% | 135,898 | -3,879 | -2.8% | -$146.53万 | 减仓 |
| GE | GE AEROSPACE | $4,870.37万 | 4.85% | 130,318 | 1,973 | 1.5% | $73.74万 | 加仓 |
| APH | AMPHENOL CORP-CL A | $4,567.43万 | 4.55% | 259,042 | -31,419 | -10.8% | -$553.98万 | 减仓 |
| V | VISA INC-CLASS A SHARES | $4,339.85万 | 4.32% | 126,493 | -10,647 | -7.8% | -$365.29万 | 减仓 |
| AMZN | AMAZON.COM INC | $4,322.63万 | 4.30% | 181,364 | -88,575 | -32.8% | -$2,111.10万 | 减仓 |
| GOOG | ALPHABET INC-CL C | $3,969.10万 | 3.95% | 112,334 | -62,681 | -35.8% | -$2,214.71万 | 减仓 |
| MCO | MOODYS CORP | $3,874.37万 | 3.86% | 85,542 | -6,528 | -7.1% | -$295.67万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $3,850.55万 | 3.83% | 80,628 | -9,806 | -10.8% | -$468.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,715.28万 | 3.70% | 146,288 | -19,712 | -11.9% | -$500.63万 | 减仓 |
| AME | AMETEK INC | $3,605.24万 | 3.59% | 149,014 | -22,111 | -12.9% | -$534.95万 | 减仓 |
| SYK | STRYKER CORP | $3,559.23万 | 3.54% | 113,049 | 9,411 | 9.1% | $296.30万 | 加仓 |
| LIN | LINDE PLC | $3,546.18万 | 3.53% | 68,335 | -5,998 | -8.1% | -$311.26万 | 减仓 |
| GEV | GE VERNOVA INC | $3,065.91万 | 3.05% | 26,096 | 2,905 | 12.5% | $341.30万 | 加仓 |
| ADI | ANALOG DEVICES INC | $2,992.60万 | 2.98% | 75,348 | -44,108 | -36.9% | -$1,751.84万 | 减仓 |
| META | META PLATFORMS INC-CLASS A | $2,772.68万 | 2.76% | 49,223 | -3,303 | -6.3% | -$186.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $2,709.91万 | 2.70% | 54,156 | -5,903 | -9.8% | -$295.38万 | 减仓 |
| NFLX | NETFLIX INC | $2,655.10万 | 2.64% | 371,863 | 112,571 | 43.4% | $803.76万 | 加仓 |
| ASML | ASML HOLDING NV-NY REG SHS | $2,635.01万 | 2.62% | 13,245 | 10,941 | 474.9% | $2,176.65万 | 加仓 |
| MTD | METTLER-TOLEDO INTERNATIONAL | $2,468.53万 | 2.46% | 19,323 | 2,321 | 13.7% | $296.51万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $2,088.24万 | 2.08% | 15,677 | -23,569 | -60.1% | -$3,139.49万 | 减仓 |
| DHR | DANAHER CORP | $1,813.60万 | 1.80% | 95,212 | -24,977 | -20.8% | -$475.76万 | 减仓 |
| UL | UNILEVER PLC-SPONSORED ADR | $1,711.91万 | 1.70% | 284,749 | -60,209 | -17.5% | -$361.98万 | 减仓 |
| ORCL | ORACLE CORP | $1,639.35万 | 1.63% | 111,863 | -7,642 | -6.4% | -$111.99万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,332.02万 | 1.33% | 81,434 | -7,849 | -8.8% | -$128.39万 | 减仓 |
| SARO | STANDARDAERO INC | $1,279.69万 | 1.27% | 427,847 | 427,847 | — | $1,279.69万 | 新建仓 |
| HEI | HEICO CORP | $1,142.41万 | 1.14% | 32,073 | -15,653 | -32.8% | -$557.54万 | 减仓 |
| QXO | QXO INC | $1,035.64万 | 1.03% | 599,330 | 122,921 | 25.8% | $212.41万 | 加仓 |
| ECL | ECOLAB INC | $982.41万 | 0.98% | 35,261 | -627 | -1.7% | -$17.47万 | 减仓 |
| GOOGL | ALPHABET INC-CL A | $18.05万 | 0.02% | 505 | -231 | -31.4% | -$8.26万 | 减仓 |
| NKE | NIKE INC CL B | $2.50万 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $0 | 0.00% | 0 | -21,020 | -100.0% | -$908.86万 | 清仓 |
| SAP | SAP SE-SPONSORED ADR | $0 | 0.00% | 0 | -3,066 | -100.0% | -$52.49万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -563 | -100.0% | -$4.98万 | 清仓 |