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. 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.

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