Mirador Capital Partners LP

Q2 2026 13F-HR Holdings

Location
Pleasanton, CA
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
218
Total value ($000)
$816,837
Net value change ($000)
+110,402 (15.6%)
New positions
24
Sold out positions
11
Turnover %
7.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BSJS 11,692 2315.2%
INTC 9,667 216.8%
PANW 9,219 116.7%
KLAC 9,108 104.9%
GOOGL 7,766 22.3%
EXTR 7,141 113.6%
AMZN 6,355 27.3%
DIVI 6,025 893.9%
ALAB 5,684 NEW
DELL 5,005 129.6%
Top Reduces (Value $000, Stocks/ETFs)
SH -13,380 -100.0%
BSJQ -12,424 -16.6%
CB -6,871 -100.0%
VGK -5,704 -100.0%
CVX -3,655 -19.1%
L -3,395 -100.0%
ZG -2,995 -92.2%
XOM -2,307 -100.0%
GLD -1,357 -14.6%
ICE -1,184 -21.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 452 (0.1% of total reported value)
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