Maestria Partners LLC
•CIK: 2000390•Filing: Q4 2025
**Maestria Partners LLC** manages $341M across a concentrated portfolio of 15 positions. The fund exhibits significant exposure to technology and industrials, with top holdings including BN at $37.0M and APO at $33.1M. Further notable allocations include FOUR ($32.5M), AMZN ($32.4M), and TSM ($25.8M). This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$341.4M
QoQ Performance
+7.9%
Positions
14
Top 10 Concentration
78.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BN
APO
FOUR
AMZN
TSM
T7D
MGNI
GOOGL
BN10.8%
APO9.7%
FOUR9.5%
AMZN9.5%
TSM7.6%
T7D7.1%
MGNI6.5%
GOOGL6.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other54.9%
Technology20.1%
Financial10.8%
Consumer9.5%
Communication4.6%
Changes from Q3 2025
NEW1 new position
↑3 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024