| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Mercadolibre Inc(MELI) | 29,625 | $37.6M | 73.57% |
| 2 | Stoneco LTD(STNE) | 640,831 | $6.8M | 13.39% |
| 3 | NU Hldgs LTD(NU) | 598,500 | $4.3M | 8.50% |
| 4 | Vtex(VTEX) | 462,766 | $2.3M | 4.54% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Consumer Cyclical | 75.8% | 73.57% | -2.23% |
| Unclassified | 24.2% | 26.43% | +2.23% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 75.8% | 73.57% | -2.23% |
| Unclassified | 24.2% | 26.43% | +2.23% |
Quarter-over-quarter position changes