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CIK 0001832439 • 7 13F filings • May 16, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIRBNB INC | COM CL A | $12.7M | 1.7% | 93,701 SH | New |
| ALPHABET INC | CAP STK CL A | $14.8M | 2.0%Prev: 2.0% | 47,401 SH | Increased-12,502 SH |
| AMAZON COM INC | COM | $11.8M | 1.5%Prev: 1.9% | 50,964 SH | Decreased-14,340 SH |
| APPLE INC | COM | $13.5M | 1.8%Prev: 2.2% | 49,735 SH | Decreased-13,558 SH |
| BOOKING HOLDINGS INC | COM | $11.7M | 1.5% | 2,176 SH | New |
| DLOCAL LTD | CLASS A COM | $27.1M | 3.6% | 1,913,998 SH | New |
| MERCADOLIBRE INC | COM | $152.1M | 20.0%Prev: 4.6% | 75,535 SH | Increased+60,870 SH |
| META PLATFORMS INC | CL A | $10.1M | 1.3%Prev: 1.9% | 15,336 SH | Decreased-4,370 SH |
| MICROSOFT CORP | COM | $11.0M | 1.4%Prev: 2.0% | 22,750 SH | Decreased-6,485 SH |
| NETFLIX INC | COM | $11.2M | 1.5%Prev: 0.9% | 119,889 SH | Increased+114,130 SH |
| NU HLDGS LTD | ORD SHS CL A | $264.8M | 34.8%Prev: 30.6% | 15,815,788 SH | Increased+1,554,704 SH |
| NVIDIA CORPORATION | COM | $12.3M | 1.6%Prev: 2.1% | 66,213 SH | Decreased-18,352 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $14.0M | 1.8%Prev: 2.2% | 46,110 SH | Decreased-12,726 SH |
| VTEX | SHS CL A | $837K | 0.1%Prev: 0.1% | 222,514 SH | Decreased-513 SH |
| XP INC | CL A | $192.5M | 25.3%Prev: 26.1% | 11,757,659 SH | Decreased+1,399,193 SH |
| 13F-HR |
| 0001213900-26-089672 |
| $832.0M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001213900-25-076308 | $645.3M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001213900-26-057292 | $713.7M | View |
| May 16, 2025 | Q1 2025 | 13F-HR | 0001213900-25-044633 | $476.0M | View |