Portfolio Profile
CIK: 0001847566 | LEBLON, RIO DE JANEIRO, RJ, D5
Style
GARPTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NU Hldgs LTD(NU) | 5,633,566 | $75.3M | 75.55% |
| 2 | Mercadolibre Inc(MELI) | 6,082 | $10.3M | 10.36% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Consumer Cyclical | 5.43% | 12.06% | +6.63% |
| Unclassified | 94.57% | 87.94% | -6.63% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 94.57% | 87.94% | -6.63% |
| Large Cap | 5.43% | 12.06% | +6.63% |
Quarter-over-quarter position changes