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Gerardo Martinez

@Mirador Capital Partners Lp

Latest period2024 - Q4ReportedManaged Assets$551.621MTotal holdings196
Assets growth rate-0.74%Assets growth rate (2-Q avg)1.9%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mirador Capital Partners Lp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 196 positions.

Assets under management

The assets under management (AUM) of Mirador Capital Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 551.621M in assets, with a quarterly growth rate of -0.74% and a 2-quarter average growth rate of 1.9%. The portfolio is managed by Gerardo Martinez, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$309,591
14,659 shares@ $21.12 avg price
SBUXStarbucks Corp
Recent Activity
Exited
0%
$285,565
2,929 shares@ $97.5 avg price
NCNONcino Inc
Recent Activity
Exited
0%
$246,181
7,793 shares@ $31.6 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Exited
0%
$244,076
2,300 shares@ $106.12 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Exited
0%
$243,951
3,038 shares@ $80.3 avg price
VLOValero Energy Corp
Recent Activity
Exited
0%
$200,551
1,485 shares@ $135.06 avg price
MOVEMovano Inc
Recent Activity
Exited
0%
$134,101
373,437 shares@ $0.36 avg price
ATHAAthira Pharma Inc
Recent Activity
Exited
0%
$8,676
19,454 shares@ $0.45 avg price