Maestria Partners LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$236.7B
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BNBROOKFIELD CORP | 569,019 | $29.8B | 12.60% | |
| 2 | APOAPOLLO GLOBAL MGMT INC | 189,952 | $26.0B | 10.99% | |
| 3 | AMZNAMAZON COM INC | 124,400 | $23.7B | 10.00% | |
| 4 | FOURSHIFT4 PMTS INC | 265,200 | $21.7B | 9.16% | |
| 5 | T7DTRANSDIGM GROUP INC | 15,318 | $21.2B | 8.95% | |
| 6 | METAMETA PLATFORMS INC | 28,100 | $16.2B | 6.84% | |
| 7 | KKRKKR & CO INC | 136,000 | $15.7B | 6.64% | |
| 8 | DISDISNEY WALT CO | 151,000 | $14.9B | 6.30% | |
| 9 | OWLBLUE OWL CAPITAL INC | 716,000 | $14.3B | 6.06% | |
| 10 | MGNIMAGNITE INC | 1,052,317 | $12.0B | 5.07% | |
| 11 | MSFTMICROSOFT CORP | 31,650 | $11.9B | 5.02% | |
| 12 | PCORPROCORE TECHNOLOGIES INC | 164,140 | $10.8B | 4.58% | |
| 13 | GOOGLALPHABET INC | 69,500 | $10.7B | 4.54% | |
| 14 | GOOGALPHABET INC | 49,000 | $7.7B | 3.23% |