MIRADOR CAPITAL PARTNERS LP

PrivateCIK: 1633446
Location

PLEASANTON, CA

๐Ÿ“‹ What this filing means

MIRADOR CAPITAL PARTNERS LP filed this quarterly 13Fโ€‘HR report disclosing 216 equity positions with a total reported market value of $705.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

216
Positions
$705.38M
Total AUM (reported)
13.44M
Total Shares

Allocation by class

TOTAL AUM$705.38M216 positions
COM$356.08M50.5%
INVSCO BLSH 26$71.08M10.1%
COM NEW$31.98M4.5%
BULETSHS 2027$30.64M4.3%
CL A$29.64M4.2%
CAP STK CL C$29.34M4.2%
CL B NEW$25.11M3.6%

Portfolio Concentration

Top 318.6%4โ€“1021.0%11โ€“2524.0%Rest36.4%TOP 1039.6%0%100%
Top 3$131.06M18.6%
4โ€“10$148.47M21.0%
11โ€“25$169.44M24.0%
Rest$256.41M36.4%

Top 3 weight

18.6%

Top 10 weight

39.6%

Voting Authority Distribution

Total shares with voting rights: 13.44M

Sole

Full voting authority

13.44M

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)

Sole216
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings216
Rows:

INVESCO EXCH TRD SLF IDX FD

SOLE
INVSCO BLSH 26
Shares3.04M
TypeSH
Market value$71.08M
10.08%
Sole
3.04M
Shared
0.00
None
0.00

INVESCO EXCH TRD SLF IDX FD

SOLE
BULETSHS 2027
Shares1.35M
TypeSH
Market value$30.64M
4.34%
Sole
1.35M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares120.47K
TypeSH
Market value$29.34M
4.16%
Sole
120.47K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares112.27K
TypeSH
Market value$28.59M
4.05%
Sole
112.27K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares49.94K
TypeSH
Market value$25.11M
3.56%
Sole
49.94K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares101.96K
TypeSH
Market value$22.39M
3.17%
Sole
101.96K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares25.20K
TypeSH
Market value$18.51M
2.62%
Sole
25.20K
Shared
0.00
None
0.00

BLACKSTONE INC

SOLE
COM
Shares107.76K
TypeSH
Market value$18.41M
2.61%
Sole
107.76K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO.

SOLE
COM
Shares57.52K
TypeSH
Market value$18.14M
2.57%
Sole
57.52K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares33.45K
TypeSH
Market value$17.32M
2.46%
Sole
33.45K
Shared
0.00
None
0.00

INVESCO EXCH TRD SLF IDX FD

SOLE
BULSHS 2025 HY
Shares750.41K
TypeSH
Market value$17.30M
2.45%
Sole
750.41K
Shared
0.00
None
0.00

CHEVRON CORP NEW

SOLE
COM
Shares108.11K
TypeSH
Market value$16.79M
2.38%
Sole
108.11K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares63.70K
TypeSH
Market value$14.75M
2.09%
Sole
63.70K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares54.41K
TypeSH
Market value$13.23M
1.88%
Sole
54.41K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares131.55K
TypeSH
Market value$12.89M
1.83%
Sole
131.55K
Shared
0.00
None
0.00

KKR & CO INC

SOLE
COM
Shares98.32K
TypeSH
Market value$12.78M
1.81%
Sole
98.31K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares60.40K
TypeSH
Market value$11.27M
1.60%
Sole
60.40K
Shared
0.00
None
0.00

CYTOKINETICS INC

SOLE
COM NEW
Shares197.37K
TypeSH
Market value$10.85M
1.54%
Sole
197.37K
Shared
0.00
None
0.00

NIKE INC

SOLE
CL B
Shares142.37K
TypeSH
Market value$9.93M
1.41%
Sole
142.37K
Shared
0.00
None
0.00

KINDER MORGAN INC DEL

SOLE
COM
Shares332.59K
TypeSH
Market value$9.42M
1.33%
Sole
332.59K
Shared
0.00
None
0.00

PROSHARES TR

SOLE
SHORT S&P 500 NE
Shares251.25K
TypeSH
Market value$9.29M
1.32%
Sole
251.25K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares44.61K
TypeSH
Market value$9.08M
1.29%
Sole
44.61K
Shared
0.00
None
0.00

EXTREME NETWORKS

SOLE
COM
Shares405.77K
TypeSH
Market value$8.38M
1.19%
Sole
405.77K
Shared
0.00
None
0.00

PHILLIPS 66

SOLE
COM
Shares50.07K
TypeSH
Market value$6.81M
0.97%
Sole
50.07K
Shared
0.00
None
0.00

BLACKROCK INC

SOLE
COM
Shares5.74K
TypeSH
Market value$6.69M
0.95%
Sole
5.74K
Shared
0.00
None
0.00
Page 1 of 9
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MIRADOR CAPITAL PARTNERS LP 13F Holdings โ€” 216 Positions | Finecho