Maestria Partners LLC
Top Portfolio Positions
13 positions ·
$274,057,693 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
147,377 | $30,694,207 | 11.20% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
85,000 | $28,725,750 | 10.48% |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
699,896 | $28,324,791 | 10.34% |
| APO |
Apollo Global Management, Inc.
Financial Services
|
228,967 | $25,511,503 | 9.31% |
| KKR |
KKR & Co. Inc.
Financial Services
|
264,170 | $24,435,725 | 8.92% |
| FOUR |
Shift4 Payments, Inc.
Technology
|
516,186 | $22,572,813 | 8.24% |
| GOOGL |
Alphabet Inc.
Communication Services
|
69,500 | $19,985,420 | 7.29% |
| MCO |
Moodys Corp /De/
Financial Services
|
40,000 | $17,450,000 | 6.37% |
| MGNI |
Magnite, Inc.
Communication Services
|
1,363,505 | $16,198,439 | 5.91% |
| TDG |
TransDigm Group INC
Industrials
|
13,652 | $15,822,121 | 5.77% |
Holdings in FOUR
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,572,813 | 516,186 | Shares | Sole | 2026-04-16 | |
| No quarters match your search. | ||||||