| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Mercadolibre Inc(MELI) | 45,632 | $37.8K | 48.70% |
| 2 | Vtex(VTEX) | 4,163,670 | $15.4K | 19.86% |
| 3 | Arco Platform LTD | 1,142,724 | $12.3K | 15.90% |
| 4 | XP Inc(XP) | 633,956 | $12.1K | 15.54% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Consumer Cyclical | 37.27% | 48.7% | +11.43% |
| Unclassified | 62.73% | 51.3% | -11.43% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 62.73% | 51.3% | -11.43% |
| Large Cap | 37.27% | 48.7% | +11.43% |
Quarter-over-quarter position changes