Top Q2 portfolio contributors were GE Aerospace, Amphenol and Taiwan Semiconductor Manufacturing; top detractors were Netflix, Intuit and QXO. Read more here.
Summary Mar Vista's U.S. Quality strategy returned +12.71% net-of-fees in the second quarter of 2026. Top Q2 portfolio contributors were GE Aerospace, Amphenol and Taiwan Semiconductor Manufacturing; top detractors were Netflix, Intuit and QXO. Looking ahead, we believe the investment environment is becoming increasingly differentiated.
FabrikaCr/iStock via Getty Images The following segment was excerpted from the Mar Vista U.S. Quality Q2 2026 Commentary. Mar Vista's U.S. Quality strategy returned +12.71% net-of-fees in the second quarter of 2026.
The Russell 1000® Index and the S&P 500® Index returned +15.14% and +15.20%, respectively. Stock selection within industrials
- Published
- Jul 14, 2026
- Updated
- Jul 14, 2026
- Source
- Seeking Alpha
- Category
- Business
- Read time
- 1 min
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