Q3 2020 Holdings
Filed 2020-11-16 | 19 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Natura &co Hldg S A | ADS | 63884N108 | $290.7K | 12,347,467 | 20.8% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $208.5K | 1,577,899 | 14.9% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $133.9K | 123,704 | 9.6% |
| Vale S A(VALE) | SPONSORED ADS | 91912E105 | $122.8K | 9,023,645 | 8.8% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $106.8K | 7,191,016 | 7.6% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $83.9K | 1,046,396 | 6.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $81.0K | 37,204 | 5.8% |
| Electronic Arts Inc(EA) | COM | 285512109 | $72.6K | 375,464 | 5.2% |
| XP Inc(XP) | CL A | G98239109 | $65.7K | 1,575,908 | 4.7% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $50.1K | 272,360 | 3.6% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $39.2K | 186,302 | 2.8% |
| Ryanair Holdings PLC(RYAAY) | SPONSORED ADS | 783513203 | $36.3K | 78,874 | 2.6% |
| Proshares TR(RWM) | SHRT RUSSELL2000 | 74348A210 | $33.2K | 173,800 | 2.4% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $29.8K | 82,830 | 2.1% |
| Slack Technologies Inc(WORK) | COM CL A | 83088V102 | $26.9K | 671,500 | 1.9% |
| Loma Negra Corp(LOMA) | SPONSORED ADS | 54150E104 | $10.7K | 2,477,422 | 0.8% |
| Banco Bradesco S A(BBD) | SP ADR PFD NEW | 059460303 | $3.1K | 895,818 | 0.2% |
| Gerdau SA(GGB) | SPON ADR REP PFD | 373737105 | $3.0K | 810,964 | 0.2% |
| Itau Unibanco Hldg S A(BVXB) | SPON ADR REP PFD | 465562106 | $1.9K | 480,446 | 0.1% |