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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
CCitigroup Inc
Recent Activity
Increased 11.17%
0.37%
$2.019M
28,679 shares@ $70.39 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 3.98%
0.35%
$1.914M
3,666 shares@ $521.96 avg price
TSLATesla Inc
Recent Activity
Decreased -0.85%
0.32%
$1.723M
4,267 shares@ $403.84 avg price
ROSTRoss Stores Inc
Recent Activity
Decreased -3.06%
0.31%
$1.707M
11,284 shares@ $151.27 avg price
GDYNGrid Dynamics Hldgs Inc
Recent Activity
Decreased -35.51%
0.31%
$1.658M
74,559 shares@ $22.24 avg price
DELLDell Technologies Inc
Recent Activity
Increased 0.61%
0.3%
$1.635M
14,189 shares@ $115.25 avg price
TNETTrinet Group Inc
Recent Activity
Decreased -1.56%
0.3%
$1.616M
17,805 shares@ $90.77 avg price
CAHCardinal Health Inc
Recent Activity
Increased 3.6%
0.29%
$1.588M
13,429 shares@ $118.28 avg price
TOSTToast Inc
Recent Activity
Increased 0.87%
0.28%
$1.529M
41,938 shares@ $36.45 avg price
VEEVVeeva Sys Inc
Recent Activity
Decreased -19.15%
0.28%
$1.509M
7,177 shares@ $210.25 avg price