Q3 2021 Holdings
Filed 2021-11-15 | 28 holdings | $511.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $221.3K | 131,760 | 43.2% |
| XP Inc(XP) | CL A | G98239109 | $82.7K | 2,059,005 | 16.2% |
| Stoneco LTD(STNE) | COM CL CA | G85158106 | $36.5K | 1,051,893 | 7.1% |
| Facebook Inc(META) | CL A | 30303M102 | $18.8K | 55,424 | 3.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $16.5K | 6,158 | 3.2% |
| Itau Unibanco Hldg S A(BVXB) | SPON ADR REP PFD | 465562106 | $13.9K | 2,630,100 | 2.7% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $13.3K | 41,842 | 2.6% |
| Nike Inc(NKE) | CL B | 654106103 | $10.1K | 69,540 | 2.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $10.0K | 28,740 | 2.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $8.7K | 3,648 | 1.7% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $8.2K | 30,128 | 1.6% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $7.8K | 30,157 | 1.5% |
| Starbucks Corp(SBUX) | COM | 855244109 | $7.1K | 64,550 | 1.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $6.1K | 27,280 | 1.2% |
| TJX COS Inc New(TJX) | COM | 872540109 | $5.7K | 87,124 | 1.1% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $5.7K | 17,781 | 1.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $5.7K | 9,088 | 1.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.5K | 1,665 | 1.1% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $4.5K | 33,989 | 0.9% |
| Meli Kaszek Pioneer Corp | CLASS A ORD | G5S74L106 | $4.4K | 400,000 | 0.9% |
| Disney Walt Co(DIS) | COM | 254687106 | $4.1K | 24,493 | 0.8% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $4.0K | 13,356 | 0.8% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $4.0K | 2,922 | 0.8% |
| Target Corp(TGT) | COM | 87612E106 | $2.5K | 10,759 | 0.5% |
| Vtex(VTEX) | SHS CL A | G9470A102 | $1.8K | 86,072 | 0.3% |
| Five Below Inc(FIVE) | COM | 33829M101 | $1.7K | 9,530 | 0.3% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $646 | 3,047 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $645 | 1,057 | 0.1% |