Mar Vista
Mar Vista Global Quality
Global Quality
Dec 2024 → Jun 2025
Our archive holds 4 letters from this strategy, behind 2 investment theses and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 2 years · follow all of Mar Vista for every strategy.
What it bought and sold
We sold our investments in Fanuc, Broadcom, and trimmed TransDigm.
During the quarter, we initiated an investment in GE Aerospace and added to NVIDIA.
We sold our investments in Fanuc, Broadcom, and trimmed TransDigm.
During the quarter, we initiated an investment in GE Aerospace and added to NVIDIA.
We sold our investments in Fanuc, Broadcom, and trimmed TransDigm.
Also held
Its investment theses
- SalesforceMar 2025Salesforce is well-positioned to leverage its extensive customer data and strong interest in its generative AI chatbot, AgentForce, to drive growth and enhance customer outcomes.
- ASML HoldingDec 2024ASML Holdings is poised for long-term growth due to its unmatched leadership in semiconductor lithography equipment and critical role in advanced chip production, despite recent stock pressure from a softer 2025 outlook.