MAR VISTA INVESTMENT PARTNERS LLC Diversified Active

CIK: 0001419999 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 17, 2026

Total Value ($000): $1,089,439 (100.0% shares, 0.0% debt)

Holdings (34)

New Positions (5)

TSM TAIWAN SEMICONDUCTOR-SP ADR 3.9%

Value ($000) $41,972 Shares 138,116 Est. Cost $303.89 Unrealized —

UL UNILEVER PLC-SPONSORED ADR 2.0%

Value ($000) $22,079 Shares 336,467 Est. Cost $65.62 Unrealized —

NFLX NETFLIX INC 1.1%

Value ($000) $11,855 Shares 126,444 Est. Cost $107.81 Unrealized 0.0%

ASML ASML HOLDING NV-NY REG SHS 0.4%

Value ($000) $3,902 Shares 3,647 Est. Cost $1069.86 Unrealized —

GEV GE VERNOVA INC 0.3%

Value ($000) $3,340 Shares 5,110 Est. Cost $609.04 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR-SP ADR	138,116	$41,972	3.9%	$303.89	—	COMMON STOCKS	874039100
UL	UNILEVER PLC-SPONSORED ADR	336,467	$22,079	2.0%	$65.62	—	COMMON STOCKS	904767803
NFLX	NETFLIX INC	126,444	$11,855	1.1%	$107.81	0.0%	COMMON STOCKS	64110L106
ASML	ASML HOLDING NV-NY REG SHS	3,647	$3,902	0.4%	$1069.86	—	COMMON STOCKS	N07059210
GEV	GE VERNOVA INC	5,110	$3,340	0.3%	$609.04	0.0%	COMMON STOCKS	36828A101

Increased Positions (5)

V VISA INC-CLASS A SHARES 4.3%

Value ($000) $46,469 (+25.6%) Shares 132,501 (+22.2%) Est. Cost $150.62 Unrealized +126.0%

AMZN AMAZON.COM INC 5.8%

Value ($000) $62,695 (+15.2%) Shares 271,617 (+9.5%) Est. Cost $127.32 Unrealized +79.7%

SYK STRYKER CORP 3.3%

Value ($000) $35,559 (+16.0%) Shares 101,173 (+22.0%) Est. Cost $338.27 Unrealized +7.4%

NVDA NVIDIA CORP 5.4%

Value ($000) $58,882 (+8.2%) Shares 315,722 (+8.3%) Est. Cost $140.17 Unrealized +32.8%

LIN LINDE PLC 4.4%

Value ($000) $48,409 (+1.2%) Shares 113,533 (+12.8%) Est. Cost $348.40 Unrealized +22.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
V	VISA INC-CLASS A SHARES	132,501 (+22.2%)	$46,469 (+25.6%)	4.3%	$150.62	+126.0%	COMMON STOCKS	92826C839
AMZN	AMAZON.COM INC	271,617 (+9.5%)	$62,695 (+15.2%)	5.8%	$127.32	+79.7%	COMMON STOCKS	023135106
SYK	STRYKER CORP	101,173 (+22.0%)	$35,559 (+16.0%)	3.3%	$338.27	+7.4%	COMMON STOCKS	863667101
NVDA	NVIDIA CORP	315,722 (+8.3%)	$58,882 (+8.2%)	5.4%	$140.17	+32.8%	COMMON STOCKS	67066G104
LIN	LINDE PLC	113,533 (+12.8%)	$48,409 (+1.2%)	4.4%	$348.40	+22.6%	COMMON STOCKS	G54950103

Exited Positions (3)

— UNILEVER PLC-SPONSORED ADR 2.1%

Value ($000) $23,352 Shares 393,929 Est. Cost $58.40 Unrealized —

ROP ROPER TECHNOLOGIES INC 1.8%

Value ($000) $19,723 Shares 39,549 Est. Cost $238.83 Unrealized +93.5%

EFX EQUIFAX INC 1.6%

Value ($000) $17,602 Shares 68,617 Est. Cost $250.17 Unrealized -12.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	UNILEVER PLC-SPONSORED ADR	393,929	$23,352	2.1%	$58.40	—	—	904767704
ROP	ROPER TECHNOLOGIES INC	39,549	$19,723	1.8%	$238.83	+93.5%	—	776696106
EFX	EQUIFAX INC	68,617	$17,602	1.6%	$250.17	-12.6%	—	294429105

Decreased Positions (23)

ORCL ORACLE CORP 2.2%

Value ($000) $23,797 (-60.5%) Shares 122,093 (-43.1%) Est. Cost $94.13 Unrealized +152.9%

VLTO VERALTO CORP 0.9%

Value ($000) $10,021 (-66.5%) Shares 100,434 (-64.2%) Est. Cost $79.64 Unrealized +26.8%

SAP SAP SE-SPONSORED ADR 2.0%

Value ($000) $22,064 (-41.5%) Shares 90,830 (-35.7%) Est. Cost $114.47 Unrealized —

APH AMPHENOL CORP-CL A 3.7%

Value ($000) $40,099 (-20.3%) Shares 296,724 (-27.0%) Est. Cost $48.50 Unrealized +175.3%

CRM SALESFORCE INC 1.8%

Value ($000) $19,849 (-32.3%) Shares 74,929 (-39.4%) Est. Cost $183.50 Unrealized +35.2%

MSFT MICROSOFT CORP 7.2%

Value ($000) $77,899 (-10.6%) Shares 161,075 (-4.2%) Est. Cost $176.33 Unrealized +183.9%

MTD METTLER-TOLEDO INTERNATIONAL 2.1%

Value ($000) $23,201 (-21.3%) Shares 16,641 (-30.7%) Est. Cost $650.97 Unrealized +114.5%

GOOG ALPHABET INC-CL C 4.9%

Value ($000) $53,653 (+13.2%) Shares 170,978 (-12.1%) Est. Cost $126.97 Unrealized +125.5%

META META PLATFORMS INC-CLASS A 3.4%

Value ($000) $37,061 (-11.4%) Shares 56,146 (-1.4%) Est. Cost $511.70 Unrealized +30.4%

INTU INTUIT INC 3.6%

Value ($000) $39,280 (-9.4%) Shares 59,298 (-6.6%) Est. Cost $237.56 Unrealized +178.1%

AMT AMERICAN TOWER CORP 1.4%

Value ($000) $15,410 (-18.7%) Shares 87,773 (-11.0%) Est. Cost $129.99 Unrealized +38.7%

TDG TRANSDIGM GROUP INC 4.9%

Value ($000) $52,916 (-4.5%) Shares 39,791 (-5.4%) Est. Cost $370.87 Unrealized +253.4%

BRK/B BERKSHIRE HATHAWAY INC-CL B 2.8%

Value ($000) $30,110 (-7.4%) Shares 59,902 (-7.3%) Est. Cost $153.29 Unrealized +224.6%

GE GENERAL ELECTRIC 2.1%

Value ($000) $22,970 (-8.9%) Shares 74,572 (-11.0%) Est. Cost $218.59 Unrealized +37.6%

AME AMETEK INC 3.3%

Value ($000) $35,996 (+6.5%) Shares 175,324 (-2.5%) Est. Cost $158.98 Unrealized +22.3%

ADI ANALOG DEVICES INC 3.0%

Value ($000) $32,399 (+7.1%) Shares 119,464 (-3.0%) Est. Cost $175.58 Unrealized +42.7%

DHR DANAHER CORP 2.2%

Value ($000) $24,509 (+8.8%) Shares 107,065 (-5.8%) Est. Cost $226.55 Unrealized -3.1%

JNJ JOHNSON & JOHNSON 3.2%

Value ($000) $35,102 (+5.1%) Shares 169,614 (-5.8%) Est. Cost $118.93 Unrealized +65.6%

MCO MOODYS CORP 4.1%

Value ($000) $44,731 (+2.5%) Shares 87,562 (-4.4%) Est. Cost $185.90 Unrealized +162.2%

HEI HEICO CORP 1.4%

Value ($000) $15,152 (-1.0%) Shares 46,825 (-1.2%) Est. Cost $168.75 Unrealized +87.3%

AAPL APPLE INC 6.3%

Value ($000) $68,936 (+0.1%) Shares 253,571 (-6.2%) Est. Cost $129.73 Unrealized +106.8%

AVGO BROADCOM INC 2.6%

Value ($000) $28,845 (+0.2%) Shares 83,343 (-4.5%) Est. Cost $159.39 Unrealized +124.0%

GOOGL ALPHABET INC-CL A 0.0%

Value ($000) $239 (+19.4%) Shares 762 (-7.3%) Est. Cost $115.24 Unrealized +147.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ORCL	ORACLE CORP	122,093 (-43.1%)	$23,797 (-60.5%)	2.2%	$94.13	+152.9%	COMMON STOCKS	68389X105
VLTO	VERALTO CORP	100,434 (-64.2%)	$10,021 (-66.5%)	0.9%	$79.64	+26.8%	COMMON STOCKS	92338C103
SAP	SAP SE-SPONSORED ADR	90,830 (-35.7%)	$22,064 (-41.5%)	2.0%	$114.47	—	COMMON STOCKS	803054204
APH	AMPHENOL CORP-CL A	296,724 (-27.0%)	$40,099 (-20.3%)	3.7%	$48.50	+175.3%	COMMON STOCKS	032095101
CRM	SALESFORCE INC	74,929 (-39.4%)	$19,849 (-32.3%)	1.8%	$183.50	+35.2%	COMMON STOCKS	79466L302
MSFT	MICROSOFT CORP	161,075 (-4.2%)	$77,899 (-10.6%)	7.2%	$176.33	+183.9%	COMMON STOCKS	594918104
MTD	METTLER-TOLEDO INTERNATIONAL	16,641 (-30.7%)	$23,201 (-21.3%)	2.1%	$650.97	+114.5%	COMMON STOCKS	592688105
GOOG	ALPHABET INC-CL C	170,978 (-12.1%)	$53,653 (+13.2%)	4.9%	$126.97	+125.5%	COMMON STOCKS	02079K107
META	META PLATFORMS INC-CLASS A	56,146 (-1.4%)	$37,061 (-11.4%)	3.4%	$511.70	+30.4%	COMMON STOCKS	30303M102
INTU	INTUIT INC	59,298 (-6.6%)	$39,280 (-9.4%)	3.6%	$237.56	+178.1%	COMMON STOCKS	461202103
AMT	AMERICAN TOWER CORP	87,773 (-11.0%)	$15,410 (-18.7%)	1.4%	$129.99	+38.7%	COMMON STOCKS	03027X100
TDG	TRANSDIGM GROUP INC	39,791 (-5.4%)	$52,916 (-4.5%)	4.9%	$370.87	+253.4%	COMMON STOCKS	893641100
BRK/B	BERKSHIRE HATHAWAY INC-CL B	59,902 (-7.3%)	$30,110 (-7.4%)	2.8%	$153.29	+224.6%	COMMON STOCKS	084670702
GE	GENERAL ELECTRIC	74,572 (-11.0%)	$22,970 (-8.9%)	2.1%	$218.59	+37.6%	COMMON STOCKS	369604301
AME	AMETEK INC	175,324 (-2.5%)	$35,996 (+6.5%)	3.3%	$158.98	+22.3%	COMMON STOCKS	031100100
ADI	ANALOG DEVICES INC	119,464 (-3.0%)	$32,399 (+7.1%)	3.0%	$175.58	+42.7%	COMMON STOCKS	032654105
DHR	DANAHER CORP	107,065 (-5.8%)	$24,509 (+8.8%)	2.2%	$226.55	-3.1%	COMMON STOCKS	235851102
JNJ	JOHNSON & JOHNSON	169,614 (-5.8%)	$35,102 (+5.1%)	3.2%	$118.93	+65.6%	COMMON STOCKS	478160104
MCO	MOODYS CORP	87,562 (-4.4%)	$44,731 (+2.5%)	4.1%	$185.90	+162.2%	COMMON STOCKS	615369105
HEI	HEICO CORP	46,825 (-1.2%)	$15,152 (-1.0%)	1.4%	$168.75	+87.3%	COMMON STOCKS	422806109
AAPL	APPLE INC	253,571 (-6.2%)	$68,936 (+0.1%)	6.3%	$129.73	+106.8%	COMMON STOCKS	037833100
AVGO	BROADCOM INC	83,343 (-4.5%)	$28,845 (+0.2%)	2.6%	$159.39	+124.0%	COMMON STOCKS	11135F101
GOOGL	ALPHABET INC-CL A	762 (-7.3%)	$239 (+19.4%)	0.0%	$115.24	+147.8%	COMMON STOCKS	02079K305

Unchanged Positions (1)

NKE NIKE INC CL B 0.0%

Value ($000) $37 Shares 579 Est. Cost $90.88 Unrealized -28.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NKE	NIKE INC CL B	579	$37	0.0%	$90.88	-28.6%	COMMON STOCKS	654106103