Marietta Investment Partners
Marietta Investment Partners reported 170 stocks worth $582M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AAPL (7.1%), BE (5.0%) and NVDA (4.8%). Compared with Q1 2026, the fund opened new positions in SIMO, AZN and CRDO, added to HWM, GWW and AMZN, trimmed AAPL, BE and NVDA and sold out of BABA, PRIM and MIR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $41.2M | 7.1% | 143K | −849 (−1%) | 8 of 8 | |
| 2 |  BE Bloom Energy Corp | $29.2M | 5.0% | 97K | −2,230 (−2%) | 4 of 8 | |
| 3 |  NVDA Nvidia Corporation | $27.9M | 4.8% | 139K | −1,629 (−1%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $23.8M | 4.1% | 67K | −910 (−1%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $19.2M | 3.3% | 52K | −795 (−2%) | 8 of 8 | |
| 6 |  ANET Arista Networks Inc | $15.8M | 2.7% | 93K | −3,325 (−3%) | 7 of 8 | |
| 7 |  HWM Howmet Aerospace Inc | $15.1M | 2.6% | 56K | +6,226 (+12%) | 8 of 8 | |
| 8 |  GEV GE Vernova Inc | $14.3M | 2.5% | 12K | −35 (−0%) | 7 of 8 | |
| 9 |  GWW Grainger W W Inc | $12.1M | 2.1% | 8,923 | +72 (+1%) | 8 of 8 | |
| 10 |  BRK.B Berkshire Hathaway Inc Del | $11.4M | 2.0% | 23K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BABA Alibaba Group Hldg Ltd F | $3.9M | 31K |
 PRIM Primoris Svcs Corp | $2.8M | 20K |
 MIR Mirion Technologies Inc | $276K | 15K |
 ZTS Zoetis Inc | $272K | 2,300 |
 RMD Resmed Inc | $238K | 1,060 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Marietta Investment Partners 13F FAQ
What does Marietta Investment Partners own?
Marietta Investment Partners reported 170 stocks worth $582M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AAPL (7.1%), BE (5.0%) and NVDA (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Marietta Investment Partners buy and sell in Q2 2026?
Compared with Q1 2026: 16 new positions, 29 added to, 56 trimmed and 7 sold out. New positions include SIMO, AZN and CRDO. It sold all of BABA, PRIM and MIR.
When will Marietta Investment Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Marietta Investment Partners's portfolio worth?
The Q2 2026 filing reports $582M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.