Q1 2022 Holdings
Filed 2022-05-16 | 1 holdings | $56.7K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2022-06-28) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $1.6M | 7,116 | 82.6% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $195.3K | 164,217 | 10.0% |
| NU Hldgs LTD(NU)A | ORD SHS CL A | G6683N103 | $56.7K | 7,338,342 | 100.0% |
| XP Inc(XP) | CL A | G98239109 | $26.6K | 884,118 | 1.4% |
| Itau Unibanco Hldg S A(BVXB) | SPON ADR REP PFD | 465562106 | $13.2K | 2,319,680 | 0.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $11.6K | 3,546 | 0.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.9K | 2,851 | 0.4% |
| Nike Inc(NKE) | CL B | 654106103 | $7.8K | 58,183 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $7.2K | 23,453 | 0.4% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $6.8K | 2,897 | 0.3% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $6.5K | 18,146 | 0.3% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $6.1K | 8,877 | 0.3% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $5.0K | 32,644 | 0.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $4.8K | 21,579 | 0.2% |
| Meli Kaszek Pioneer Corp | CLASS A ORD | G5S74L106 | $4.1K | 400,000 | 0.2% |
| Servicenow Inc(NOW) | COM | 81762P102 | $3.9K | 6,980 | 0.2% |
| Texas Roadhouse Inc(TXRH) | COM | 882681109 | $3.3K | 38,849 | 0.2% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $2.9K | 12,301 | 0.1% |
| SEA LTD(SE)A | SPONSORD ADS | 81141R100 | $2.3K | 19,352 | 3.9% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $2.0K | 9,416 | 0.1% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $1.6K | 7,079 | 0.1% |
| Five Below Inc(FIVE) | COM | 33829M101 | $1.5K | 9,719 | 0.1% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $1.4K | 5,034 | 0.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.0K | 5,180 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $1.0K | 4,113 | 0.1% |