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CIK 0002064813 • 16 13F filings • May 6, 2025 – Oct 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| COSAN S A | ADS | $16.0M | 19.5% | 987,962 SH | |
| MERCADOLIBRE INC | CALL | $720K | 0.9% | 320 SH | |
| MERCADOLIBRE INC | COM | $42.5M | 52.0% | 28,841 SH | |
| MERCADOLIBRE INC | PUT | $2.1M | 2.5% | 380 SH | |
| PAGSEGURO DIGITAL LTD | COM CL A | $3.8M | 4.7% | 82,810 SH | |
| STONECO LTD | CALL | $1.1M | 1.4% | 2,905 SH | |
| STONECO LTD | COM CL A | $5.8M | 7.0% | 93,974 SH | |
| XP INC | CALL | $865K | 1.1% | 3,930 SH | |
| XP INC | CL A | $8.9M | 10.9% | 236,288 SH |
| 13F-HR |
| 0002064813-25-000006 |
| $14.1M |
| View |
| May 6, 2025 | Q4 2020 | 13F-HR | 0002064813-25-000002 | $46.0M | View |
| Oct 20, 2026 | Q3 2026 | 13F-HR | 0002064813-26-000005 | $446.4M | View |
| May 6, 2025 | Q3 2023 | 13F-HR | 0002064813-25-000013 | $73.2M | View |
| May 6, 2025 | Q3 2022 | 13F-HR | 0002064813-25-000009 | $9.9M | View |
| May 6, 2025 | Q3 2021 | 13F-HR | 0002064813-25-000005 | $21.5M | View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0002064813-26-000004 | $551.2M | View |
| May 6, 2025 | Q2 2023 | 13F-HR | 0002064813-25-000012 | $53.9M | View |
| May 6, 2025 | Q2 2022 | 13F-HR | 0002064813-25-000008 | $65.9M | View |
| May 6, 2025 | Q2 2021 | 13F-HR | 0002064813-25-000004 | $59.4M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0002064813-26-000003 | $129.8M | View |
| May 6, 2025 | Q1 2023 | 13F-HR | 0002064813-25-000011 | $34.1M | View |
| May 6, 2025 | Q1 2022 | 13F-HR | 0002064813-25-000007 | $63.6M | View |
| May 6, 2025 | Q1 2021 | 13F-HR | 0002064813-25-000003 | $81.7M | View |