Maestria Partners LLC

CIK 0002000390 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Maestria Partners LLC reported 14 positions worth $287.6M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: TSM (12.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$287.6M
2026 Q2
Positions
14
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
81.3%
Est. Net Flow (Q)
2026 Q2
10 / 14 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TSMTAIWAN SEMICONDUCTOR MANUFACSH$35.3M12.29%74,000
2AMZNAMAZON COM INCSH$28.2M9.81%118,377
3BNBROOKFIELD CORPSH$26.0M9.03%609,896
4APOAPOLLO GLOBAL MGMT INCSH$23.5M8.19%198,967
5MGNIMAGNITE INCSH$22.0M7.65%1,158,430
6FOURSHIFT4 PMTS INCSH$21.9M7.63%451,186
7GOOGLALPHABET INCSH$21.6M7.52%60,500
8KKRKKR & CO INCSH$21.0M7.31%229,170
9TDGTRANSDIGM GROUP INCSH$18.2M6.32%13,652
10NVDANVIDIA CORPORATIONSH$16.0M5.57%80,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Maestria Partners LLC hold as of Q2 2026?

Maestria Partners LLC reported 14 positions worth $287.6M in its Q2 2026 13F filing. Largest positions: TSM (12.3%), AMZN (9.8%), BN (9.0%), APO (8.2%) and MGNI (7.6%).

What did Maestria Partners LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Maestria Partners LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.