LongMSFTSep 2026
Microsoft Corporation
Mar Vista continues to regard Microsoft as a top holding due to its financial strength, diversified businesses and extensive enterprise customer relationships. Accelerating Azure…
Mar Vista Investment Partners, LLC
U.S. Quality Premier is a discretionary U.S. large-cap equity strategy focused on high-quality businesses with durable competitive advantages, strong management, attractive returns on invested capital and long-term intrinsic value growth. The strategy emphasizes valuation discipline, margin of safety and sustainable free cash flow generation.13 published ideas
Mar Vista Investment Partners, LLC is a registered investment adviser founded in July 2007 by Silas Myers and Brian Massey. The firm specializes in large-cap equity strategies and manages investment portfolios for institutional and individual clients. Its investment philosophy emphasizes identifying competitively advantaged companies capable of compounding intrinsic value over many years while maintaining discipline around valuation and risk.
Ideas from Mar Vista Investment Partners, LLC
LongMSFTSep 2026
Microsoft Corporation
Mar Vista maintains Microsoft as a top holding because of its financial strength, diversified revenue streams and extensive enterprise distribution. Azure revenue growth is…
LongTDGSep 2026
TransDigm Group Incorporated
Mar Vista continues to favor TransDigm despite weakness in commercial aerospace aftermarket stocks during the quarter. The decline was driven by concerns that elevated jet fuel…
LongMTDSep 2026
Mettler-Toledo International Inc.
Mar Vista believes Mettler-Toledo is entering an improving earnings cycle as pharmaceutical research spending, laboratory automation demand and biopharmaceutical investment…
LongNVDASep 2026
NVIDIA Corporation
Mar Vista believes NVIDIA's current valuation does not fully reflect the durability of its competitive position or the breadth of its long-term AI infrastructure opportunities…
LongGEVSep 2026
GE Vernova Inc.
Mar Vista remains constructive on GE Vernova despite the stock's decline during the quarter, attributing the weakness primarily to concerns about the sustainability of AI and…
LongGESep 2026
GE Aerospace
Mar Vista believes the recent selloff in GE Aerospace reflects temporary uncertainty surrounding airline economics rather than a structural deterioration in the company's…
LongTDGSep 2026
TransDigm Group Incorporated
Mar Vista considers the recent weakness in TransDigm an opportunity to increase exposure to a high-quality aerospace aftermarket franchise at a more attractive valuation. The…
LongSAROSep 2026
StandardAero Inc.
Mar Vista initiated a new position in StandardAero during the third quarter, attracted by its position as the world's largest independent pure-play provider of aerospace engine…
LongAAPLSep 2026
Apple Inc.
Mar Vista maintains a positive long-term view of Apple, supported by its strong ecosystem, global brand and installed base exceeding 2 billion active devices and 1 billion paid…
LongNVDASep 2026
NVIDIA Corporation
Mar Vista increased its NVIDIA position during the third quarter because it believes the company's valuation fails to fully capture the durability of its competitive advantages…
LongGESep 2026
GE Aerospace
Mar Vista believes GE Aerospace's share price decline during the third quarter reflects temporary market concerns rather than a meaningful impairment of the business's long-term…
LongSYKSep 2026
Stryker Corporation
Mar Vista believes the recent decline in Stryker reflects a reset in near-term growth expectations rather than deterioration in the company's long-term competitive position…
Letters covered
- U.S. Quality Premier Portfolio Commentary - Q3 2026September 30, 2026
- U.S. Quality Portfolio Commentary - Q3 2026September 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.