Maestria Partners LLC Portfolio Holdings by Sector

Maestria Partners LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Asset Management \| Financial Services APO KKR OWL 3 stocks	$56.1 Million 27.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$34.6 Million 16.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology FOUR MSFT 2 stocks	$33.6 Million 16.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$23.7 Million 11.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$21.2 Million 10.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$14.9 Million 7.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services MGNI 1 stocks	$12 Million 5.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PCOR 1 stocks	$10.8 Million 5.24% of portfolio	-	-	-	-	0 Calls 0 Puts

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