Q4 2024 Holdings
Filed 2025-02-14 | 12 holdings | $461.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stoneco LTD(STNE) | COM CL A | G85158106 | $92.6M | 11,623,836 | 20.1% |
| XP Inc(XP) | CL A | G98239109 | $88.1M | 7,436,029 | 19.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $82.6M | 48,568 | 17.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $50.7M | 267,795 | 11.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $49.0M | 83,671 | 10.6% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $47.7M | 4,606,283 | 10.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $44.9M | 204,673 | 9.7% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $1.6M | 3,127 | 0.3% |
| Vtex(VTEX) | SHS CL A | G9470A102 | $1.5M | 260,358 | 0.3% |
| Kraneshares TR(KWEB) | CSI CHI INTERNET | 500767306 | $1.2M | 40,500 | 0.3% |
| Wisdomtree TR(CXSE) | CHINADIV EX FI | 97717X719 | $1.1M | 35,930 | 0.2% |
| Waldencast PLC | *W EXP 07/27/202 | G9503X111 | $14.0K | 82,102 | 0.0% |