SEC 13F Intelligence

Mar Vista Investment Partners LLC / MSFT

Mar Vista Investment Partners LLC’s Microsoft Corp Position

Does Mar Vista Investment Partners LLC own Microsoft Corp (MSFT)? Yes159.6K shares worth $59M (+5.91% of its 13F portfolio) as of Q1 2026, down from 161.1K shares the prior filed quarter.

Position Value
$59M
Q1 2026
Shares
159.6K
% of Portfolio
+5.91%
Quarters Held
25
currently held

Position History MSFT

Reported value by quarter
Q1 ’20: $125MQ1 ’20Q2 ’20: $154MQ3 ’20: $153MQ4 ’20: $153MQ1 ’21: $169MQ1 ’21Q2 ’21: $171MQ3 ’21: $169MQ4 ’21: $160MQ1 ’22: $151MQ1 ’22Q2 ’22: $112MQ3 ’22: $118MQ4 ’22: $113MQ1 ’23: $131MQ1 ’23Q2 ’23: $146MQ3 ’23: $126MQ4 ’23: $141MQ1 ’24: $152MQ1 ’24Q2 ’24: $140MQ3 ’24: $102MQ4 ’24: $92MQ1 ’25: $78MQ1 ’25Q2 ’25: $99MQ3 ’25: $87MQ4 ’25: $78MQ1 ’26: $59MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026159.6K$59M+5.91%
Q4 2025161.1K$78M+7.15%
Q3 2025168.1K$87M+7.57%
Q2 2025199.3K$99M+7.59%
Q1 2025207.2K$78M+6.39%
Q4 2024218.4K$92M+6.30%
Q3 2024236.6K$102M+6.49%
Q2 2024313.7K$140M+6.90%
Q1 2024361.1K$152M+6.63%
Q4 2023374.9K$141M+6.43%
Q3 2023397.5K$126M+6.01%
Q2 2023428.1K$146M+6.10%
Q1 2023452.7K$131M+5.80%
Q4 2022472.1K$113M+5.08%
Q3 2022508.5K$118M+5.29%
Q2 2022435.7K$112M+4.60%
Q1 2022489.8K$151M+4.74%
Q4 2021474.4K$160M+4.31%
Q3 2021601.1K$169M+4.36%
Q2 2021630.1K$171M+4.21%
Q1 2021715.3K$169M+3.90%
Q4 2020689.9K$153M+3.80%
Q3 2020728.4K$153M+4.02%
Q2 2020754.5K$154M+4.19%
Q1 2020791.3K$125M+3.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mar Vista Investment Partners LLC’s full portfolio or all institutional holders of MSFT.