Q1 2026 Holdings
Filed 2026-05-15 | 6 holdings | $894.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| MercadoLibre, Inc.(MELI) | COM | 58733R102 | $350.9M | 202,930 | 39.2% |
| Nu Holdings Ltd.(NU) | ORD SHS CL A | G6683N103 | $320.6M | 22,312,501 | 35.9% |
| StoneCo Ltd(STNE) | COM CL A | G85158106 | $94.1M | 6,662,253 | 10.5% |
| XP Inc(XP) | CL A | G98239109 | $74.4M | 3,909,501 | 8.3% |
| Inter & Co, Inc(INTR) | CLASS A COM | G4R20B107 | $50.3M | 6,320,952 | 5.6% |
| Vale S.A.(VALE) | SPONSORED ADS | 91912E105 | $3.8M | 240,000 | 0.4% |