Q3 2022 Holdings
Filed 2022-10-27 | 12 holdings | $158.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Suzano S A(SUZ) | SPON ADS | 86959K105 | $31.5K | 3,212,333 | 19.9% |
| Vale S A(VALE) | SPONSORED ADS | 91912E105 | $25.2K | 1,831,300 | 15.9% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $21.5K | 85,645 | 13.6% |
| Spdr SER TR(XBI) | S&P BIOTECH | 78464A870 | $19.1K | 232,905 | 12.1% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $15.1K | 3,450,000 | 9.6% |
| Diageo PLC(DGED) | SPON ADR NEW | 25243Q205 | $12.3K | 73,495 | 7.8% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $10.0K | 31,324 | 6.3% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $9.4K | 30,245 | 6.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $6.2K | 24,380 | 3.9% |
| Canadian PAC RY LTD | COM | 13645T100 | $4.0K | 54,814 | 2.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.8K | 16,506 | 2.4% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $10 | 100,000 | 0.0% |