Mirador Capital Partners LP

Q4 2025 13F-HR Holdings

Location
Pleasanton, CA
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
204
Total value ($000)
$729,508
Net value change ($000)
+24,127 (3.4%)
New positions
8
Sold out positions
20
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/7/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BSJR 17,326 56.5%
GOOGL 8,450 28.8%
UNH 7,768 1659.8%
BSJQ 6,645 9.3%
ICE 5,577 NEW
GOOGL 3,872 29.3%
NFLX 3,255 119.6%
CEG 3,222 NEW
AMZN 3,050 13.6%
SRPT 3,012 NEW
Top Reduces (Value $000, Stocks/ETFs)
BSJP -17,305 -100.0%
SH -9,286 -100.0%
NKE -6,994 -70.5%
PEP -3,801 -100.0%
DIS -3,465 -94.2%
PCG -2,476 -100.0%
META -1,986 -10.7%
UBER -1,841 -14.3%
BX -1,603 -8.7%
EXTR -1,541 -18.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type