Filed: 7/9/2025ACC: 0001085146-25-003679
📋 What this filing means
MIRADOR CAPITAL PARTNERS LP filed this quarterly 13F‑HR report disclosing 200 equity positions with a total reported market value of $615.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
200
Positions
$615.45M
Total AUM (reported)
13.62M
Total Shares
Allocation by class
COM$328.79M53.4%
BULSHS 2025 HY$55.12M9.0%
INVSCO BLSH 26$48.43M7.9%
CL A$35.18M5.7%
CL B NEW$24.61M4.0%
COM NEW$22.48M3.7%
CAP STK CL C$21.16M3.4%
Portfolio Concentration
Top 3$128.16M20.8%
4–10$134.11M21.8%
11–25$136.96M22.3%
Rest$216.23M35.1%
Top 3 weight
20.8%
Top 10 weight
42.6%
Voting Authority Distribution
Total shares with voting rights: 13.62M
Sole
Full voting authority
13.62M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole200
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings200
Rows:
INVESCO EXCH TRD SLF IDX FD
SOLEShares2.39M
TypeSH
Market value$55.12M
8.96%
Sole
2.39M
Shared
0.00
None
0.00
INVESCO EXCH TRD SLF IDX FD
SOLEShares2.08M
TypeSH
Market value$48.43M
7.87%
Sole
2.08M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares50.66K
TypeSH
Market value$24.61M
4.00%
Sole
50.66K
Shared
0.00
None
0.00
APPLE INC
SOLEShares112.65K
TypeSH
Market value$23.11M
3.76%
Sole
112.65K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares101.48K
TypeSH
Market value$22.26M
3.62%
Sole
101.48K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares119.29K
TypeSH
Market value$21.16M
3.44%
Sole
119.29K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares24.43K
TypeSH
Market value$18.03M
2.93%
Sole
24.43K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares58.17K
TypeSH
Market value$16.86M
2.74%
Sole
58.17K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares33.59K
TypeSH
Market value$16.71M
2.71%
Sole
33.59K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares106.75K
TypeSH
Market value$15.97M
2.59%
Sole
106.75K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares108.78K
TypeSH
Market value$15.58M
2.53%
Sole
108.77K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares100.08K
TypeSH
Market value$13.31M
2.16%
Sole
100.08K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares123.44K
TypeSH
Market value$11.52M
1.87%
Sole
123.44K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares60.39K
TypeSH
Market value$11.21M
1.82%
Sole
60.39K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares332.14K
TypeSH
Market value$9.77M
1.59%
Sole
332.14K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares61.75K
TypeSH
Market value$9.76M
1.59%
Sole
61.75K
Shared
0.00
None
0.00
PERFORMANT HEALTHCARE INC
SOLEShares2.42M
TypeSH
Market value$9.70M
1.58%
Sole
2.42M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares52.79K
TypeSH
Market value$9.30M
1.51%
Sole
52.79K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares42.51K
TypeSH
Market value$8.70M
1.41%
Sole
42.51K
Shared
0.00
None
0.00
EXTREME NETWORKS
SOLEShares405.20K
TypeSH
Market value$7.27M
1.18%
Sole
405.20K
Shared
0.00
None
0.00
VISA INC
SOLEShares18.34K
TypeSH
Market value$6.51M
1.06%
Sole
18.34K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares28.47K
TypeSH
Market value$6.37M
1.04%
Sole
28.47K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares5.82K
TypeSH
Market value$6.11M
0.99%
Sole
5.82K
Shared
0.00
None
0.00
PHILLIPS 66
SOLEShares50.36K
TypeSH
Market value$6.01M
0.98%
Sole
50.36K
Shared
0.00
None
0.00
NIKE INC
SOLEShares82.37K
TypeSH
Market value$5.85M
0.95%
Sole
82.37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2025 HY | 2.39M | SH | $55.12M 8.96% | 2.39M | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO BLSH 26 | 2.08M | SH | $48.43M 7.87% | 2.08M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 50.66K | SH | $24.61M 4.00% | 50.66K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 112.65K | SH | $23.11M 3.76% | 112.65K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 101.48K | SH | $22.26M 3.62% | 101.48K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 119.29K | SH | $21.16M 3.44% | 119.29K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 24.43K | SH | $18.03M 2.93% | 24.43K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 58.17K | SH | $16.86M 2.74% | 58.17K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 33.59K | SH | $16.71M 2.71% | 33.59K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 106.75K | SH | $15.97M 2.59% | 106.75K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 108.78K | SH | $15.58M 2.53% | 108.77K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 100.08K | SH | $13.31M 2.16% | 100.08K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 123.44K | SH | $11.52M 1.87% | 123.44K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 60.39K | SH | $11.21M 1.82% | 60.39K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 332.14K | SH | $9.77M 1.59% | 332.14K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 61.75K | SH | $9.76M 1.59% | 61.75K | 0.00 | 0.00 |
PERFORMANT HEALTHCARE INCSOLE | COM | 2.42M | SH | $9.70M 1.58% | 2.42M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 52.79K | SH | $9.30M 1.51% | 52.79K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 42.51K | SH | $8.70M 1.41% | 42.51K | 0.00 | 0.00 |
EXTREME NETWORKSSOLE | COM | 405.20K | SH | $7.27M 1.18% | 405.20K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 18.34K | SH | $6.51M 1.06% | 18.34K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 28.47K | SH | $6.37M 1.04% | 28.47K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 5.82K | SH | $6.11M 0.99% | 5.82K | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 50.36K | SH | $6.01M 0.98% | 50.36K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 82.37K | SH | $5.85M 0.95% | 82.37K | 0.00 | 0.00 |
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