SEC 13F Intelligence

Mar Vista Investment Partners LLC / T7D

Mar Vista Investment Partners LLC’s Transdigm Group Inc Position

Does Mar Vista Investment Partners LLC own Transdigm Group Inc (T7D)? Yes — 39.2K shares worth $45M (+4.55% of its 13F portfolio) as of Q1 2026, down from 39.8K shares the prior filed quarter.

Position Value
$45M
Q1 2026
Shares
39.2K
% of Portfolio
+4.55%
Quarters Held
30
currently held

Position History T7D

Reported value by quarter
Q4 ’18: $84MQ4 ’18Q1 ’19: $121MQ2 ’19: $121MQ3 ’19: $136MQ4 ’19: $136MQ4 ’19Q1 ’20: $74MQ2 ’20: $51MQ3 ’20: $53MQ4 ’20: $66MQ4 ’20Q1 ’21: $65MQ2 ’21: $64MQ3 ’21: $59MQ4 ’21: $125MQ4 ’21Q1 ’22: $133MQ2 ’22: $97MQ3 ’22: $95MQ4 ’22: $106MQ4 ’22Q1 ’23: $114MQ2 ’23: $133MQ3 ’23: $84MQ4 ’23: $98MQ4 ’23Q1 ’24: $115MQ2 ’24: $104MQ3 ’24: $88MQ4 ’24: $75MQ4 ’24Q1 ’25: $70MQ2 ’25: $70MQ3 ’25: $55MQ4 ’25: $53MQ4 ’25Q1 ’26: $45Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202639.2K$45M+4.55%
Q4 202539.8K$53M+4.86%
Q3 202542.0K$55M+4.82%
Q2 202545.7K$70M+5.32%
Q1 202550.4K$70M+5.73%
Q4 202459.0K$75M+5.12%
Q3 202461.4K$88M+5.58%
Q2 202481.4K$104M+5.11%
Q1 202493.4K$115M+5.02%
Q4 202396.8K$98M+4.47%
Q3 202399.3K$84M+4.01%
Q2 2023148.3K$133M+5.55%
Q1 2023155.3K$114M+5.09%
Q4 2022168.6K$106M+4.76%
Q3 2022180.8K$95M+4.24%
Q2 2022181.6K$97M+4.01%
Q1 2022204.6K$133M+4.18%
Q4 2021195.9K$125M+3.37%
Q3 202195.0K$59M+1.53%
Q2 202198.9K$64M+1.58%
Q1 2021110.9K$65M+1.51%
Q4 2020106.9K$66M+1.64%
Q3 2020112.3K$53M+1.40%
Q2 2020116.4K$51M+1.41%
Q1 2020232.0K$74M+2.26%
Q4 2019242.3K$136M+3.25%
Q3 2019260.8K$136M+3.43%
Q2 2019250.6K$121M+3.23%
Q1 2019267.0K$121M+3.20%
Q4 2018248.2K$84M+2.83%

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 T7D.