Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Maestria Partners LLC (CIK 2000390) reported $274.1M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($30.7M, 11.20%), TSM ($28.7M, 10.48%), BN ($28.3M, 10.34%), APO ($25.5M, 9.31%), KKR ($24.4M, 8.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $30.7M | 11.20% | 147,377 | Added |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.7M | 10.48% | 85,000 | Hold |
| 3 | BN | BROOKFIELD CORP | $28.3M | 10.34% | 699,896 | Trimmed |
| 4 | APO | APOLLO GLOBAL MGMT INC | $25.5M | 9.31% | 228,967 | Hold |
| 5 | KKR | KKR & CO INC | $24.4M | 8.92% | 264,170 | Added |
| 6 | FOUR | SHIFT4 PMTS INC | $22.6M | 8.24% | 516,186 | Hold |
| 7 | GOOGL | ALPHABET INC | $20.0M | 7.29% | 69,500 | Hold |
| 8 | MCO | MOODYS CORP | $17.4M | 6.37% | 40,000 | New |
| 9 | MGNI | MAGNITE INC | $16.2M | 5.91% | 1.4M | Hold |
| 10 | TDG | TRANSDIGM GROUP INC | $15.8M | 5.77% | 13,652 | Trimmed |
| 11 | MA | MASTERCARD INCORPORATED | $15.5M | 5.67% | 31,086 | New |
| 12 | META | META PLATFORMS INC | $14.9M | 5.42% | 25,960 | Hold |
| 13 | NVDA | NVIDIA CORPORATION | $14.0M | 5.09% | 80,000 | New |
| 14 | PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 15 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 16 | DIS | DISNEY WALT CO | $0 | 0.00% | 0 | Exited |
| 17 | FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | Exited |
| 18 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31