Q4 2025 Holdings
Filed 2026-02-17 | 6 holdings | $534.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| MercadoLibre, Inc.(MELI) | COM | 58733R102 | $180.6M | 89,656 | 33.8% |
| Nu Holdings Ltd.(NU) | ORD SHS CL A | G6683N103 | $153.1M | 9,144,786 | 28.6% |
| XP Inc(XP) | CL A | G98239109 | $78.5M | 4,793,735 | 14.7% |
| Inter & Co, Inc(INTR) | CLASS A COM | G4R20B107 | $53.0M | 6,253,452 | 9.9% |
| Nu Holdings Ltd.(NU)Put | ORD SHS CL A | G6683N103 | $51.3M | 3,061,800 | 9.6% |
| StoneCo Ltd(STNE) | COM CL A | G85158106 | $18.4M | 1,244,200 | 3.4% |