Maestria Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Maestria Partners LLC reported 14 stock positions worth $252.3 million. Its top holding was Brookfield (BN) at 11.8% of the portfolio, followed by Apollo Global Management (APO, 11.1%) and Amazon.com (AMZN, 10.8%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0002000390
- Portfolio Value
- $252.3M (Q4 2024)
- SEC Filing
- 0001398344-25-002390 ↗ filed Feb 11, 2025
Holdings Value
Holdings 14 stocks · $252.3M
| BN Brookfield Corp. | 11.82% | 519,019 | $29.8M | — |
| APO Apollo Global Management Inc. | 11.12% | 169,952 | $28.1M | — |
| AMZN Amazon.com Inc. | 10.82% | 124,400 | $27.3M | — |
| KKR KKR & Co. Inc. | 7.97% | 136,000 | $20.1M | — |
| FOUR SHIFT4 Payments Inc. Class A | 7.77% | 189,000 | $19.6M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 6.66% | 151,000 | $16.8M | — |
| OWL Blue Owl Capital Inc. | 6.60% | 716,000 | $16.7M | — |
| META Meta Platforms Inc. Class A | 6.52% | 28,100 | $16.5M | — |
| MGNI Magnite Inc. | 6.01% | 952,317 | $15.2M | — |
| APP AppLovin Corp. Class A | 5.64% | 43,943 | $14.2M | — |
| MSFT Microsoft Corp. | 5.29% | 31,650 | $13.3M | — |
| GOOGL Alphabet Inc. Class A | 5.21% | 69,500 | $13.2M | — |
| PCOR Procore Technologies Inc. | 4.87% | 164,140 | $12.3M | — |
| GOOG Alphabet Inc. Class C | 3.70% | 49,000 | $9.3M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $287.6M | TSM, AMZN, BN, APO, MGNI |
| Q1 2026 | 13 | $274.1M | AMZN, TSM, BN, APO, KKR |
| Q4 2025 | 15 | $341.4M | BN, APO, FOUR, AMZN, TSM |
| Q3 2025 | 14 | $316.4M | BN, AMZN, APO, FOUR, MGNI |
| Q2 2025 | 14 | $287.8M | MGNI, BN, APO, AMZN, FOUR |
| Q1 2025 | 14 | $236.7M | BN, APO, AMZN, FOUR, TDG |
| Q4 2024 | 14 | $252.3M | BN, APO, AMZN, KKR, FOUR |