Long-term investor
Maestria Partners LLC @maestriapartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002000390).
Record
- Tracked since 2025-06-30 (477 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days +0.2% · 6 months +18.2% · 1 year +23.5% · all +23.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSM · 12.3% · long · since 2025-09-30
- AMZN · 9.8% · long · since 2025-06-30
- 11271J107 · 9.0% · long · since 2025-06-30
- APO · 8.2% · long · since 2025-06-30
- MGNI · 7.6% · long · since 2025-06-30
- 82452J109 · 7.6% · long · since 2025-06-30
- GOOGL · 7.5% · long · since 2025-06-30
- KKR · 7.3% · long · since 2025-06-30
- TDG · 6.3% · long · since 2025-06-30
- NVDA · 5.6% · long · since 2026-03-31
- MA · 4.8% · long · since 2026-03-31
- MU · 4.8% · long · since 2026-06-30