Maestria Partners LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing, signed by Managing Member James Edwards, lists a total of 15 separate positions held by the firm.
The portfolio is dominated by a significant position in Magnite Inc., where Maestria holds 1,158,430 shares. Other notable holdings include Taiwan Semiconductor Manufacturing Sponsored ADSs with 74,000 shares and NVIDIA Corporation with 80,000 shares. The filing also lists substantial stakes in SHIFT4 PMTS Inc., with 451,186 shares, and Toast Inc., with 400,000 shares. Other companies included in the disclosure are Alphabet Inc., Amazon.com Inc., Apollo Global Management Inc., Brookfield Corp., KKR & Co Inc., Mastercard Incorporated, Meta Platforms Inc., Micron Technology Inc., and Moody's Corp.
