Mar Vista U.S. Quality Q4 2025 Portfolio Update

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📅 Published: 2026-01-13 02:50 📰 Source: SeekingAlpha 📝 Words: 28

📝 Article Content

During the quarter, we initiated new investments in Taiwan Semiconductor and Netflix, while we exited our positions in Equifax, Roper Technologies and Magnum Ice Cream. Read more here.

📄 Summary

During the quarter, we initiated new investments in Taiwan Semiconductor and Netflix, while we exited our positions in Equifax, Roper Technologies and Magnum Ice Cream. Read more here.

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Scraped At: Unknown
Created At: 2026-01-15 00:37:49
Updated At: 2026-01-15 00:37:49
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Stock Mentions:

ICE - Intercontinental Exchange Inc. Relevance: N/A
MAR - Marriott International Inc. Relevance: N/A