Investor
Maestria Partners LLC
CIK 0002000390 · filed 2026-04-16 · SEC filing
13F book
$274.1M
Positions
13
3 new · 5 sold
Largest name
11.2%
Amazon Com Inc · AMZN
Est. mark
−$39.7M
Price effect on 10 names still held. Flow −$27.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Amazon Com Inc | AMZN | 147.4K | $30.7M | 11.2% | −$3.16M | Added−$1.66M |
| Taiwan Semiconductor Mfg Ltd | — | 85K | $28.7M | 10.5% | $2.9M | Held |
| Brookfield Corp | — | 699.9K | $28.3M | 10.3% | −$3.79M | Cut−$8.63M |
| Apollo Global Mgmt Inc | — | 229K | $25.5M | 9.3% | −$7.63M | Held |
| Kkr & Co Inc | — | 264.2K | $24.4M | 8.9% | −$5.74M | Added$3.51M |
| Shift4 Pmts Inc | — | 516.2K | $22.6M | 8.2% | −$9.93M | Held |
| Alphabet Inc | — | 69.5K | $20M | 7.3% | −$1.77M | Held |
| Moodys Corp | — | 40K | $17.4M | 6.4% | — | New |
| Magnite, Inc. | MGNI | 1.36M | $16.2M | 5.9% | −$5.93M | Held |
| Transdigm Group Inc | TDG | 13.7K | $15.8M | 5.8% | −$2.33M | Cut−$8.32M |
| Mastercard Inc | MA | 31.1K | $15.5M | 5.7% | — | New |
| Meta Platforms, Inc. | META | 26K | $14.9M | 5.4% | −$2.28M | Held |
| Nvidia Corp | NVDA | 80K | $14M | 5.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.