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Kathleen von Schlegell

Mar Vista Investment Partners Llc

Assets Managed
$999.737M
Holdings
35
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-8.23%(2Q avg: -6.77%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mar Vista Investment Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Mar Vista Investment Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 999.737M in assets, with a quarterly growth rate of -8.23% and a 2-quarter average growth rate of -6.77%. The portfolio is managed by Kathleen von Schlegell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1.77%
6.56%
$65.491M
258,050 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 14.06%
6.29%
$62.8M
360,092 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.88%
5.92%
$59.095M
159,643 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.61%
5.63%
$56.22M
269,939 shares@ $208.28 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 2.37%
5.03%
$50.205M
175,015 shares@ $286.87 avg price
TDG
Transdigm Group Inc
Recent Activity
Decreased -1.36%
4.55%
$45.485M
39,246 shares@ $1158.96 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 67.72%
4.33%
$43.262M
139,777 shares@ $309.51 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 3.51%
4.15%
$41.449M
137,140 shares@ $302.25 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -2.13%
4.06%
$40.577M
166,000 shares@ $244.44 avg price
MCO
Moody's Corp
Recent Activity
Increased 5.15%
4.02%
$40.166M
92,070 shares@ $436.26 avg price

1-10 of 35