Mar Vista U.S. Quality Q2 2025 Top Contributors And Detractors

Core Insights - Microsoft, Broadcom, and Oracle were significant contributors to the portfolio's performance in Q2 2025, with respective appreciation rates of +32.75%, +65.02%, and +56.96% [2] Company Performance - Microsoft experienced a notable increase in value, contributing +32.75% to the portfolio [2] - Broadcom showed exceptional growth, appreciating by +65.02% [2] - Oracle also performed strongly, with a +56.96% increase [2] Industry Trends - The technology sector, particularly companies like Microsoft, Broadcom, and Oracle, demonstrated robust performance in the second quarter of 2025 [2]