Q1 2023 Holdings
Filed 2023-05-15 | 13 holdings | $345.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $129.4M | 98,209 | 37.5% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $77.5M | 16,275,227 | 22.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $58.7M | 277,023 | 17.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $54.5M | 527,269 | 15.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $11.4M | 54,799 | 3.3% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $5.9M | 18,506 | 1.7% |
| Ishares TR(IYW) | U.S. TECH ETF | 464287721 | $1.9M | 20,138 | 0.5% |
| Kraneshares TR(KWEB) | CSI CHI INTERNET | 500767306 | $1.3M | 40,500 | 0.4% |
| Wisdomtree TR(CXSE) | CHINADIV EX FI | 97717X719 | $1.2M | 35,930 | 0.4% |
| Vtex(VTEX) | SHS CL A | G9470A102 | $1.1M | 298,999 | 0.3% |
| Meli Kaszek Pioneer Corp | CLASS A ORD | G5S74L106 | $1.0M | 99,250 | 0.3% |
| Inter & Co Inc(INTR) | CLASS A COM | G4R20B107 | $887.1K | 521,825 | 0.3% |
| Ambipar Emergency Response(AMBIQ) | *W EXP 99/99/999 | G02532110 | $153.3K | 479,112 | 0.0% |