Q2 2026 Holdings
Filed 2026-08-14 | 6 holdings | $244.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercado Libre Inc(MELI) | COM | 58733R102 | $121.9M | 71,814 | 49.9% |
| NU Holdings LTD(NU) | ORD SHS CL A | G6683N103 | $85.8M | 6,419,224 | 35.1% |
| Suzano SA(SUZ) | SPON ADS | 86959K105 | $19.9M | 2,561,542 | 8.1% |
| Gerdau SA(GGB) | SPON ADR REP PFD | 373737105 | $8.5M | 2,109,474 | 3.5% |
| Petroleo Brasileiro SA(PBR)Put | SPONSORED ADR | 71654V408 | $7.1M | 2,050,000 | 2.9% |
| Ishares Inc(EWZ)Call | MSCI BRAZIL ETF | 464286400 | $1.1M | 1,000,000 | 0.4% |