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Mar Vista U.S. Quality Premier Portfolio Q2 2026 Portfolio Activity

Mar Vista's U.S. Quality Premier strategy returned +10.15% net-of-fees in the second quarter of 2026. Read more here.

BC Post Staff Source: Seeking Alpha Jul 12, 2026 Updated Jul 12, 2026 1 min read 10 views

British Columbia Source: Seeking Alpha

Mar Vista U.S. Quality Premier Portfolio Q2 2026 Portfolio Activity

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Mar Vista's U.S. Quality Premier strategy returned +10.15% net-of-fees in the second quarter of 2026. Read more here.

Summary Mar Vista's U.S. Quality Premier strategy returned +10.15% net-of-fees in the second quarter of 2026. GE Aerospace, Alphabet and Taiwan Semiconductor Manufacturing were among the portfolio's top contributors for the quarter, appreciating +31.70%, + 23.25%, and + 41.57%, respectively. During the quarter, we initiated new investments in ASML Holding and exited our position in Intuit.

We Are/DigitalVision via Getty Images The following segment was excerpted from Mar Vista U.S. Quality Premier Portfolio Q2 2026 Commentary. Performance Review Mar Vista's U.S. Quality Premier strategy returned +10.15% net-of-fees in the second quarter of 2026.

The Russell 1000® Index and the S&P

Published: Jul 12, 2026
Updated: Jul 12, 2026
Source: Seeking Alpha
Category: Business
Read time: 1 min

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SectionBusiness

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SourceSeeking Alpha

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PublishedJul 12, 2026

UpdatedJul 12, 2026

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