Portfolio (Quarterly)
Guide ↗
Maestria Partners LLC
· CIK 0002000390| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | Technology | 35,710 | $17.3M | 5.06% | SOLD |
| 2 | DIS | DISNEY WALT CO | Communication Services | 139,500 | $15.9M | 4.65% | SOLD |
| 3 | PCOR | PROCORE TECHNOLOGIES INC | Technology | 211,240 | $15.4M | 4.50% | SOLD |
| 4 | FICO | FAIR ISAAC CORP | Technology | 7,976 | $13.5M | 3.95% | SOLD |
| 5 | GOOG | ALPHABET INC | Communication Services | 39,975 | $12.5M | 3.67% | SOLD |
Sector Allocation
Financial Services
40.6%
Technology
23.8%
Communication Services
18.6%
Consumer Cyclical
11.2%
Industrials
5.8%