Maestria Partners LLC
ATLANTA GA · SEC CIK 0002000390
$2.88亿2026Q2 申报市值
14持仓数
81.3%前十大占比 · 第一大 12.3%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MU 新建仓+$1,385.15万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$691.19万
TSM 减仓-$525.33万
MCO 减仓-$452.92万
MGNI 减仓-$389.23万
BN 减仓-$383.31万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,534.02万 | 12.29% | 74,000 | -11,000 | -12.9% | -$525.33万 | 减仓 |
| AMZN | AMAZON COM INC | $2,821.40万 | 9.81% | 118,377 | -29,000 | -19.7% | -$691.19万 | 减仓 |
| BN | BROOKFIELD CORP | $2,597.55万 | 9.03% | 609,896 | -90,000 | -12.9% | -$383.31万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $2,353.98万 | 8.19% | 198,967 | -30,000 | -13.1% | -$354.93万 | 减仓 |
| MGNI | MAGNITE INC | $2,198.70万 | 7.65% | 1,158,430 | -205,075 | -15.0% | -$389.23万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $2,194.57万 | 7.63% | 451,186 | -65,000 | -12.6% | -$316.16万 | 减仓 |
| GOOGL | ALPHABET INC | $2,162.09万 | 7.52% | 60,500 | -9,000 | -12.9% | -$321.63万 | 减仓 |
| KKR | KKR & CO INC | $2,103.32万 | 7.31% | 229,170 | -35,000 | -13.2% | -$321.23万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1,818.50万 | 6.32% | 13,652 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1,600.72万 | 5.57% | 80,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1,391.14万 | 4.84% | 27,086 | -4,000 | -12.9% | -$205.44万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,385.15万 | 4.82% | 12,000 | 12,000 | — | $1,385.15万 | 新建仓 |
| MCO | MOODYS CORP | $1,358.76万 | 4.72% | 30,000 | -10,000 | -25.0% | -$452.92万 | 减仓 |
| META | META PLATFORMS INC | $1,239.24万 | 4.31% | 22,000 | -3,960 | -15.3% | -$223.06万 | 减仓 |