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 2 stocks	$49.4 Million 19.38% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology FOUR MSFT 2 stocks	$44.8 Million 17.59% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$38.5 Million 15.12% of portfolio	-	2	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services MGNI 1 stocks	$34.6 Million 13.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$27.2 Million 10.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$21.5 Million 8.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology FICO PCOR 2 stocks	$21.3 Million 8.37% of portfolio	1	1	1	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$17.3 Million 6.79% of portfolio	-	1	-	-	0 Calls 0 Puts

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