Q2 2020 Holdings
Filed 2024-03-28 | 17 holdings | $133.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| XP Inc(XP) | CL A | G98239109 | $45.4M | 1,080,373 | 34.1% |
| Ishares Inc(EWW) | MSCI MEXICO ETF | 464286822 | $35.3M | 1,107,800 | 26.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $12.2M | 56,480 | 9.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $7.7M | 43,390 | 5.8% |
| Ishares Inc(EWZ) | MSCI BRAZIL ETF | 464286400 | $6.0M | 210,004 | 4.5% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $6.0M | 3,781 | 4.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $4.0M | 20,850 | 3.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $4.0M | 13,512 | 3.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $3.9M | 76,300 | 3.0% |
| Ishares IncCall | CALL | 464286900 | $3.4M | 27,000 | 2.6% |
| Despegar COM Corp | ORD SHS | G27358103 | $1.7M | 241,658 | 1.3% |
| Loma Negra Corp(LOMA) | SPONSORED ADS | 54150E104 | $1.6M | 378,600 | 1.2% |
| Companhia de Saneamento Basi(SAJA) | SPONSORED ADR | 20441A102 | $1.2M | 111,443 | 0.9% |
| Arcos Dorados Holdings Inc(ARCO) | SHS CLASS -A - | G0457F107 | $320.1K | 77,513 | 0.2% |
| TIM Participacoes S A | SPONSORED ADR | 88706P205 | $129.8K | 10,030 | 0.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $43.4K | 44 | 0.0% |
| Banco Bradesco S A(BBD) | SP ADR PFD NEW | 059460303 | $1.9K | 600 | 0.0% |