DOSSIER · 13F-HR · Q2 2026

Maestria Partners LLC

$288M in tracked AUM across 14 positions as of Q2 2026.

MP
CIK 0002000390 · last filed Jun 30, 2026
Total AUM
$288M
as of Q2 2026
Holdings
14
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Maestria Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$35M74K12.3%
02
AMZN
AMAZON COM INC
$28M118K9.8%
03
BN
BROOKFIELD CORP
$26M610K9.0%
04
APO
APOLLO GLOBAL MGMT INC
$24M199K8.2%
05
MGNI
MAGNITE INC
$22M1.2M7.6%
06
FOUR
SHIFT4 PMTS INC
$22M451K7.6%
07
GOOGL
ALPHABET INC
$22M61K7.5%
08
KKR
KKR & CO INC
$21M229K7.3%
09
TDG
TRANSDIGM GROUP INC
$18M14K6.3%
10
NVDA
NVIDIA CORPORATION
$16M80K5.6%

Filing history

2026Q2Jun 30
$288M 4.9%
14 positionsView →
2026Q1Mar 31
$274M 19.7%
13 positionsView →
2025Q4Dec 31
$341M 7.9%
15 positionsView →
2025Q3Sep 30
$316M 9.9%
14 positionsView →
2025Q2Jun 30
$288M 74.4%
14 positionsLocked
2025Q1Mar 31
$165M 34.6%
10 positionsLocked
2024Q4Dec 31
$252M
14 positionsLocked