Long-term investor

Mar Vista Investment Partners LLC @marvistainvestmentpartne

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001419999).

Record

  • Tracked since 2025-06-30 (434 days), 68 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.5% · 6 months +4.7% · 1 year +8.6% · all +8.6%
  • Max drawdown -7.8% · Sharpe 0.20 · win rate 0% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 7.0% · long · since 2025-06-30
  • AAPL · 6.5% · long · since 2025-06-30
  • MSFT · 5.2% · long · since 2025-06-30
  • AVGO · 5.1% · long · since 2025-06-30
  • GE · 4.8% · long · since 2025-06-30
  • APH · 4.5% · long · since 2025-06-30
  • V · 4.3% · long · since 2025-06-30
  • AMZN · 4.3% · long · since 2025-06-30
  • GOOG · 4.0% · long · since 2025-06-30
  • MCO · 3.9% · long · since 2025-06-30
  • TSM · 3.8% · long · since 2025-12-31
  • JNJ · 3.7% · long · since 2025-06-30

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