Q4 2020 Holdings
Filed 2021-03-02 | 24 holdings | $10.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darden Restaurants Inc(DRI) | COM | 237194105 | $5.9M | 49,678 | 58.5% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $3.3M | 3,322 | 32.6% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $318.5K | 190,125 | 3.1% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $288.9K | 3,442,830 | 2.9% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $122.0K | 6,621,276 | 1.2% |
| XP Inc(XP) | CL A | G98239109 | $67.7K | 1,707,396 | 0.7% |
| Facebook Inc(META) | CL A | 30303M102 | $12.0K | 44,072 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $10.8K | 76,356 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $10.2K | 43,384 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $8.3K | 38,168 | 0.1% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $8.0K | 29,870 | 0.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $7.6K | 21,176 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $7.2K | 2,213 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $7.1K | 32,095 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $6.9K | 3,924 | 0.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $5.8K | 29,180 | 0.1% |
| Five Below Inc(FIVE) | COM | 33829M101 | $5.7K | 32,772 | 0.1% |
| Walt Disney Co(DIS) | COM | 254687106 | $4.7K | 26,144 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $3.8K | 56,124 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $2.8K | 31,812 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $2.4K | 4,406 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $1.3K | 1,184 | 0.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $1.1K | 15,936 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $437 | 4,086 | 0.0% |