Maestria Partners LLC reported 14 holdings worth US$288M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Maestria Partners LLC reported 14 holdings worth US$288M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Amazon.com, Inc. and Brookfield Corporation. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$288M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 74,000 | US$35.3M | 12.3% |
| Amazon.com, Inc. | 118K | US$28.2M | 9.8% |
| Brookfield Corporation | 610K | US$26M | 9.0% |
| Apollo Global Management, Inc. (new) | 199K | US$23.5M | 8.2% |
| Magnite, Inc. | 1.16M | US$22M | 7.6% |
| Shift4 Payments, Inc. | 451K | US$21.9M | 7.6% |
| Alphabet Inc (google) Class C | 60,500 | US$21.6M | 7.5% |
| Kkr & Co. Inc. | 229K | US$21M | 7.3% |
| Transdigm Group Inc. | 13,652 | US$18.2M | 6.3% |
| Nvidia Corporation | 80,000 | US$16M | 5.6% |
| Mastercard Incorporated | 27,086 | US$13.9M | 4.8% |
| Micron Technology, Inc. | 12,000 | US$13.9M | 4.8% |
| Moody's Corporation | 30,000 | US$13.6M | 4.7% |
| Meta Platforms, Inc. | 22,000 | US$12.4M | 4.3% |