Maestria Partners as of June 30, 2026
Portfolio Holdings for Maestria Partners
Maestria Partners holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 12.3 | $35M | 74k | 477.57 | |
| Amazon (AMZN) | 9.8 | $28M | 118k | 238.34 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 9.0 | $26M | 610k | 42.59 | |
| Apollo Global Mgmt (APO) | 8.2 | $24M | 199k | 118.31 | |
| Magnite Ord (MGNI) | 7.6 | $22M | 1.2M | 18.98 | |
| Shift4 Pmts Cl A (FOUR) | 7.6 | $22M | 451k | 48.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $22M | 61k | 357.37 | |
| Kkr & Co (KKR) | 7.3 | $21M | 229k | 91.78 | |
| TransDigm Group Incorporated (TDG) | 6.3 | $18M | 14k | 1332.04 | |
| NVIDIA Corporation (NVDA) | 5.6 | $16M | 80k | 200.09 | |
| Mastercard Incorporated Cl A (MA) | 4.8 | $14M | 27k | 513.60 | |
| Micron Technology (MU) | 4.8 | $14M | 12k | 1154.29 | |
| Moody's Corporation (MCO) | 4.7 | $14M | 30k | 452.92 | |
| Meta Platforms Cl A (META) | 4.3 | $12M | 22k | 563.29 |
