Maestria Partners LLC: 13F holdings
CIK 20003902026Q2
| Positions | 14 |
|---|---|
| Reported value | $287.6m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 74,000 | $35.3m | 12.3% |
| AMZN AMAZON COM INC | 118,377 | $28.2m | 9.8% |
| BN BROOKFIELD CORP | 609,896 | $26.0m | 9.0% |
| APO APOLLO GLOBAL MGMT INC | 198,967 | $23.5m | 8.2% |
| MGNI MAGNITE INC | 1,158,430 | $22.0m | 7.6% |
| FOUR SHIFT4 PMTS INC | 451,186 | $21.9m | 7.6% |
| GOOGL ALPHABET INC | 60,500 | $21.6m | 7.5% |
| KKR KKR & CO INC | 229,170 | $21.0m | 7.3% |
| TDG TRANSDIGM GROUP INC | 13,652 | $18.2m | 6.3% |
| NVDA NVIDIA CORPORATION | 80,000 | $16.0m | 5.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2000390")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.