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Adamcapital Gestao de Recursos Ltda.

Q4 2020 Holdings

Filed 2021-02-08 | 16 holdings | $927.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
JPMorgan Chase & Co CMN(JPM)COM46625H100$192.2K1,512,28220.7%
Microsoft Corporation CMN(MSFT)COM594918104$122.7K551,72013.2%
Bank of America Corp CMN(BAC)COM060505104$119.8K3,950,86612.9%
Facebook, Inc. CMN Class A(META)COM30303M102$101.7K372,36611.0%
Alphabet Inc. CMN Class A(GOOGL)COM02079K305$47.9K27,3515.2%
Alphabet Inc. CMN Class C(GOOG)COM02079K107$47.9K27,3235.2%
Mastercard Incorporated CMN Class A(MA)COM57636Q104$35.7K100,0193.9%
Visa Inc. CMN Class A(V)COM92826C839$35.4K162,0053.8%
Electronic Arts CMN(EA)COM285512109$28.5K198,1803.1%
Take Two Interactive Software Inc(TTWO)COM874054109$28.4K136,7383.1%
General Dynamics Corp. CMN(GD)COM369550108$28.2K189,7603.0%
Northrop Grumman Corp CMN(NOC)COM666807102$28.2K92,5813.0%
Lockheed Martin Corporation CMN(LMT)COM539830109$27.8K78,4363.0%
L3harris Technologies Inc CMN(LHX)COM502431109$27.7K146,3353.0%
Activision Blizzard, Inc CMN(ATVIEUR)COM00507V109$27.6K297,6613.0%
Amazon.com Inc CMN(AMZN)COM023135106$27.3K8,3712.9%