Mar Vista
Mar Vista U.S. Quality Premier Portfolio
US Mega-cap Quality
Mar 2026 → Sep 2026
Our archive holds 4 letters from this strategy, behind 13 investment theses and positions in 30 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in a year · follow all of Mar Vista for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD
- 1Y+2.5%
- Inception · /yr+9.2%
| 1Y | Since inceptionper year | |
|---|---|---|
| Mar Vista U.S. Quality Premier Portfolio | +2.5% | +9.2% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
During the quarter, we initiated a new position in StandardAero (SARO) and we exited our remaining position in Oracle (ORCL).
During the quarter, we initiated a new position in StandardAero (SARO) and we exited our remaining position in Oracle (ORCL).
During the quarter-end rebalance of the Quality Premier strategy, we also exited Ametek (AME), added to our holdings in Broadcom (AVGO) and GE Vernova (GEV), and trimmed Alphabet (GOOG), Amazon (AMZN), Danaher (DHR), and Unilever (UL).
During the quarter-end rebalance of the Quality Premier strategy, we also exited Ametek (AME), added to our holdings in Broadcom (AVGO) and GE Vernova (GEV), and trimmed Alphabet (GOOG), Amazon (AMZN), Danaher (DHR), and Unilever (UL).
During the quarter, we initiated new investments in ASML Holding (ASML) and we exited our position in Intuit (INTU).
During the quarter-end rebalance of the Quality Premier strategy, we also exited Ametek (AME), added to our holdings in Broadcom (AVGO) and GE Vernova (GEV), and trimmed Alphabet (GOOG), Amazon (AMZN), Danaher (DHR), and Unilever (UL).
During the quarter-end rebalance of the Quality Premier strategy, we also exited Ametek (AME), added to our holdings in Broadcom (AVGO) and GE Vernova (GEV), and trimmed Alphabet (GOOG), Amazon (AMZN), Danaher (DHR), and Unilever (UL).
During the quarter-end rebalance of the Quality Premier strategy, we also exited Ametek (AME), added to our holdings in Broadcom (AVGO) and GE Vernova (GEV), and trimmed Alphabet (GOOG), Amazon (AMZN), Danaher (DHR), and Unilever (UL).
During the quarter-end rebalance of the Quality Premier strategy, we also exited Ametek (AME), added to our holdings in Broadcom (AVGO) and GE Vernova (GEV), and trimmed Alphabet (GOOG), Amazon (AMZN), Danaher (DHR), and Unilever (UL).
During the quarter-end rebalance of the Quality Premier strategy, we also exited Ametek (AME), added to our holdings in Broadcom (AVGO) and GE Vernova (GEV), and trimmed Alphabet (GOOG), Amazon (AMZN), Danaher (DHR), and Unilever (UL).
During the quarter, we initiated new investments in ASML Holding (ASML) and we exited our position in Intuit (INTU).
During the quarter-end rebalance of the Quality Premier strategy, we added to our holdings in Danaher (DHR), Netflix (NFLX) and Linde plc (LIN), and trimmed Intuit (INTU) and Meta Platforms (META).
During the quarter, we initiated new investments in Ecolab (ECL), GE Vernova (GEV) and QXO Inc (QXO).
we decided to exit our position in the stock as the range of outcomes expanded amid growing perceived risk of disruption to traditional software from AI.
During the quarter, we initiated new investments in Ecolab (ECL), GE Vernova (GEV) and QXO Inc (QXO).
During the quarter, we initiated new investments in Ecolab (ECL), GE Vernova (GEV) and QXO Inc (QXO).
During the quarter-end rebalance of the Quality Premier strategy, we added to our holdings in Danaher (DHR), Netflix (NFLX) and Linde plc (LIN), and trimmed Intuit (INTU) and Meta Platforms (META).
During the quarter-end rebalance of the Quality Premier strategy, we added to our holdings in Danaher (DHR), Netflix (NFLX) and Linde plc (LIN), and trimmed Intuit (INTU) and Meta Platforms (META).
During the quarter-end rebalance of the Quality Premier strategy, we added to our holdings in Danaher (DHR), Netflix (NFLX) and Linde plc (LIN), and trimmed Intuit (INTU) and Meta Platforms (META).
We sold our remaining stub position in Salesforce.com (CRM), as the range of potential outcomes has widened due to the growing risk that AI will disrupt the traditional seat-based software revenue model, despite Salesforce’s efforts to aggressively build an agentic enterprise platform.
During the quarter-end rebalance of the Quality Premier strategy, we added to our holdings in Danaher (DHR), Netflix (NFLX) and Linde plc (LIN), and trimmed Intuit (INTU) and Meta Platforms (META).
As the share price appreciated and the margin of safety narrowed, we reduced our position to an average portfolio weight and reallocated capital to opportunities with a more favorable risk-reward profile.
Also held
Its investment theses
- MicrosoftSep 2026Microsoft is benefiting from accelerating Azure growth, rising Copilot adoption, and broad enterprise distribution that should help monetize its AI investments over the long term.
- Mettler-ToledoSep 2026Mettler-Toledo is supported by improving life-science demand, AI-driven lab productivity tailwinds, and a reacceleration in China and biopharma spending.
- NVIDIASep 2026NVIDIA’s CUDA ecosystem, product cadence, and leadership across AI infrastructure give it durable growth and a valuation that may not reflect its long-term opportunity.
- GE VernovaSep 2026GE Vernova has strong backlog growth, sold-out capacity, and pricing power that support margin expansion despite sentiment-driven weakness.
- GE AerospaceSep 2026GE Aerospace remains resilient with durable profitability and exposure to a long-term air travel growth trend, making the pullback an opportunity for attractive long-term returns.
- StandardAeroSep 2026StandardAero offers aerospace aftermarket exposure with high barriers to entry, strong OEM relationships, margin expansion potential, and durable free cash flow growth.
- GE AerospaceJun 2026GE Aerospace benefits from a multi-year aerospace aftermarket upcycle, defense demand, and strong execution that should support sustained revenue growth, margin expansion, and free cash flow.
- QXOJun 2026QXO’s acquisition of TopBuild should strengthen scale, improve economics, and support margin expansion, free cash flow, and higher ROIC.
- AlphabetJun 2026Alphabet combines resilient Search, AI-driven Cloud demand, and durable growth drivers that support attractive long-term earnings growth.
- Taiwan Semiconductor ManufacturingJun 2026Taiwan Semiconductor Manufacturing has technological leadership and a dominant AI-chip manufacturing position that should support above-market growth and attractive long-term returns.