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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
PFMTPerformant Healthcare Inc
Recent Activity
Decreased -0.44%
1.13%
$6.209M
2.056M shares@ $3.03 avg price
EXTRExtreme Networks
Recent Activity
Increased 0.52%
1.12%
$6.147M
367,197 shares@ $16.75 avg price
BLKBlackrock Inc
Recent Activity
New Position
1.03%
$5.675M
5,536 shares@ $1025.11 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.75%
1.01%
$5.553M
10,978 shares@ $505.87 avg price
NKENike Inc
Recent Activity
Increased 69.84%
1.01%
$5.523M
72,986 shares@ $75.68 avg price
DHRDanaher Corporation
Recent Activity
Increased 4%
0.98%
$5.396M
23,505 shares@ $229.56 avg price
PSXPhillips 66
Recent Activity
Decreased -0.7%
0.98%
$5.379M
47,215 shares@ $113.94 avg price
ARCCAres Capital Corp
Recent Activity
Increased 1.35%
0.97%
$5.315M
242,811 shares@ $21.9 avg price
UBERUber Technologies Inc
Recent Activity
Increased 40.4%
0.94%
$5.14M
85,214 shares@ $60.32 avg price
FORMFormfactor Inc
Recent Activity
Increased 0.68%
0.89%
$4.874M
110,776 shares@ $44.0 avg price