Mar Vista's U.S. Quality Premier strategy gains 10.15% in Q2 2026, led by GE Aerospace, Alphabet, and TSMC.

Mar Vista Investment Partners' U.S. Quality Premier strategy delivered a strong net return of 10.15% in the second quarter of 2026. Key contributors to this performance included GE Aerospace, Alphabet, and Taiwan Semiconductor Manufacturing, which appreciated by 31.70%, 23.25%, and 41.57% respectively. During the quarter, the firm initiated new investments in ASML Holding and exited its position in Intuit, reflecting active portfolio management. This performance highlights the strategy's focus on quality growth stocks and may attract investor interest going forward.