Institutions / Maestria Partners LLC
Maestria Partners LLC
CIK 2000390 · Institution · as of Dec 31, 2025
Portfolio value
$341.41M
Positions
15
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Brookfield Corp | $36.95M | 10.8% |
| Apollo Global Management, Inc. | $33.15M | 9.7% |
| Shift4 Payments, Inc. | $32.50M | 9.5% |
| Amazon.com Inc | $32.35M | 9.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $25.83M | 7.6% |
| TransDigm Group Inc. | $24.14M | 7.1% |
| Magnite, Inc. | $22.13M | 6.5% |
| Alphabet Inc. | $21.75M | 6.4% |
| KKR & Co. Inc. | $20.93M | 6.1% |
| Microsoft Corp | $17.27M | 5.1% |
| Meta Platforms Inc | $17.14M | 5.0% |
| Walt Disney Co | $15.87M | 4.6% |
| Procore Technologies, Inc. | $15.37M | 4.5% |
| Fair Isaac Corp | $13.48M | 3.9% |
| Alphabet Inc. | $12.54M | 3.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.