Holdings
Maestria Partners LLC
As of Jun 30, 2026, Maestria Partners LLC reported 14 positions worth US$288M. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Amazon.com, Inc. and Brookfield Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 74,000 | US$35.3M | −11,000 | Jun 30, 2026 |
| Amazon.com, Inc. | 118K | US$28.2M | −29,000 | Jun 30, 2026 |
| Brookfield Corporation | 610K | US$26M | −90,000 | Jun 30, 2026 |
| Apollo Global Management, Inc. (new) | 199K | US$23.5M | −30,000 | Jun 30, 2026 |
| Magnite, Inc. | 1.16M | US$22M | −205K | Jun 30, 2026 |
| Shift4 Payments, Inc. | 451K | US$21.9M | −65,000 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 60,500 | US$21.6M | −9,000 | Jun 30, 2026 |
| Kkr & Co. Inc. | 229K | US$21M | −35,000 | Jun 30, 2026 |
| Transdigm Group Inc. | 13,652 | US$18.2M | no change | Jun 30, 2026 |
| Nvidia Corporation | 80,000 | US$16M | no change | Jun 30, 2026 |