Q4 2020 Holdings
Filed 2021-01-19 | 10 holdings | $243.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $36.8K | 646,356 | 15.1% |
| Morningstar Inc(MORN) | COM | 617700109 | $32.2K | 139,180 | 13.2% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $27.9K | 332,418 | 11.5% |
| Banco Bradesco S A(BBD) | SP ADR PFD NEW | 059460303 | $24.9K | 4,738,000 | 10.2% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $23.9K | 168,736 | 9.8% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $23.2K | 87,800 | 9.5% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $21.5K | 186,132 | 8.8% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $18.8K | 80,200 | 7.7% |
| Bottomline Tech del Inc(EPAYEUR) | COM | 101388106 | $18.4K | 348,070 | 7.5% |
| American Express Co(AXP) | COM | 025816109 | $16.0K | 132,340 | 6.6% |