Q1 2026 Holdings
Filed 2026-05-15 | 7 holdings | $291.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercado Libre Inc(MELI) | COM | 58733R102 | $161.1M | 93,184 | 55.3% |
| NU Holdings LTD(NU) | ORD SHS CL A | G6683N103 | $79.3M | 5,517,125 | 27.2% |
| Suzano SA(SUZ) | SPON ADS | 86959K105 | $25.9M | 2,589,234 | 8.9% |
| Ishares Inc(EWZ)Call | MSCI BRAZIL ETF | 464286400 | $25.2M | 3,951,900 | 8.7% |
| Ishares Inc(EWZ)Put | MSCI BRAZIL ETF | 464286400 | $19.1K | 956,100 | 0.0% |