StockDriftsStockDriftsTop 13 Maestria Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 11.2% | 147.4K | $30.7M | +5.14%(+7.21K) | $205.48(+33.13%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.48% | 85.0K | $28.7M | +0.00%(+0) | $252.89(+55.96%) | 2026-03-31 | |
| BN | BROOKFIELD CORP | 10.34% | 699.9K | $28.3M | -13.08%(-105.29K) | $36.84(+24.41%) | 2026-03-31 | |
| APO | APOLLO GLOBAL MGMT INC | 9.31% | 229.0K | $25.5M | +0.00%(+0) | $144.32(-9.71%) | 2026-03-31 | |
| KKR | KKR & CO INC | 8.92% | 264.2K | $24.4M | +60.91%(+100.00K) | $126.54(-19.39%) | 2026-03-31 | |
| FOUR | SHIFT4 PMTS INC | 8.24% | 516.2K | $22.6M | +0.00%(+0) | $86.84(-52.82%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 7.29% | 69.5K | $20.0M | +0.00%(+0) | $177.58(+118.74%) | 2026-03-31 | |
| MCO | MOODYS CORP | 6.37% | 40.0K | $17.4M | new | $473.55(-4.01%) | 2026-03-31 | |
| MGNI | MAGNITE INC | 5.91% | 1.36M | $16.2M | +0.00%(+0) | $16.15(-15.78%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 5.77% | 13.7K | $15.8M | -24.79%(-4.50K) | $1346.01(-11.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.05% | +3.17% |
| Top 20 Holdings Unweighted | +0.37% | +1.12% |
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