Maestria Partners LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$287.8B
Holdings
14
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MGNIMAGNITE INC | 1,434,317 | $34.6B | 12.02% | |
| 2 | BNBROOKFIELD CORP | 536,792 | $33.2B | 11.54% | |
| 3 | APOAPOLLO GLOBAL MGMT INC | 193,967 | $27.5B | 9.56% | |
| 4 | AMZNAMAZON COM INC | 124,167 | $27.2B | 9.46% | |
| 5 | FOURSHIFT4 PMTS INC | 272,700 | $27.0B | 9.39% | |
| 6 | KKRKKR & CO INC | 164,170 | $21.8B | 7.59% | |
| 7 | T7DTRANSDIGM GROUP INC | 14,152 | $21.5B | 7.48% | |
| 8 | METAMETA PLATFORMS INC | 25,960 | $19.2B | 6.66% | |
| 9 | MSFTMICROSOFT CORP | 35,710 | $17.8B | 6.17% | |
| 10 | DISDISNEY WALT CO | 139,500 | $17.3B | 6.01% | |
| 11 | GOOGLALPHABET INC | 69,500 | $12.2B | 4.26% | |
| 12 | FICOFAIR ISAAC CORP | 6,000 | $11.0B | 3.81% | |
| 13 | PCORPROCORE TECHNOLOGIES INC | 151,240 | $10.3B | 3.60% | |
| 14 | GOOGALPHABET INC | 39,975 | $7.1B | 2.46% |