Q2 2022 Holdings
Filed 2022-08-15 | 23 holdings | $4.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.5M | 33,326 | 80.7% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $608.0K | 5,533 | 13.9% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $92.5K | 145,208 | 2.1% |
| XP Inc(XP) | CL A | G98239109 | $52.4K | 2,916,052 | 1.2% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $40.1K | 10,732,149 | 0.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.2K | 24,258 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $5.2K | 33,178 | 0.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $4.2K | 13,204 | 0.1% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $3.8K | 6,042 | 0.1% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $3.8K | 2,150 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $3.7K | 36,363 | 0.1% |
| Meli Kaszek Pioneer Corp | CLASS A ORD | G5S74L106 | $3.7K | 375,296 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $3.5K | 7,400 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.5K | 17,833 | 0.1% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $3.4K | 13,449 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $3.0K | 12,236 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.7K | 1,226 | 0.1% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $2.5K | 22,335 | 0.1% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $1.6K | 8,394 | 0.0% |
| Texas Roadhouse Inc(TXRH) | COM | 882681109 | $1.3K | 18,050 | 0.0% |
| Itau Unibanco Hldg S A(BVXB) | SPON ADR REP PFD | 465562106 | $1.2K | 276,810 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $868 | 12,989 | 0.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $631 | 4,540 | 0.0% |