| Q1 2024 |
6 |
$609M |
$0 |
$0 |
|
NU, MELI, VTEX, VALE, RIO, SUZ |
13F-HR |
5/15/2024, 04:21 PM |
| Q4 2023 |
20 |
$561M |
+$36.9M |
-$545M |
-$508M |
NU, MELI, NTCO, VTEX, VALE, RIO |
13F-HR |
2/14/2024, 05:01 PM |
| Q3 2023 |
30 |
$1.44B |
+$665M |
-$262M |
+$403M |
NU, WALD, MELI, QQQ, VALE, IWM |
RESTATEMENT |
11/16/2023, 06:38 PM |
| Q2 2023 |
1 |
$187M |
|
|
|
MELI |
NEW HOLDINGS |
8/31/2023, 07:55 PM |
| Q2 2023 |
20 |
$914M |
+$176M |
-$85.8M |
+$90.7M |
MELI, NU, NTCO, VALE, APPF, LIN |
RESTATEMENT |
8/31/2023, 07:52 PM |
| Q1 2023 |
16 |
$836M |
+$260M |
-$157M |
+$103M |
MELI, WALD, NU, NTCO, TPX, LIN |
13F-HR |
5/15/2023, 09:51 AM |
| Q4 2022 |
14 |
$738M |
+$105M |
-$135M |
-$30M |
WALD, TPX, BUD, NTCO, MELI, NU |
RESTATEMENT |
6/14/2023, 05:08 PM |
| Q3 2022 |
11 |
$452M |
+$36.3M |
-$58.2M |
-$21.9M |
NTCO, APPF, VALE, BUD, MELI, XP |
RESTATEMENT |
6/14/2023, 05:05 PM |
| Q2 2022 |
17 |
$636M |
+$126M |
-$31.5M |
+$94.6M |
TPX, NTCO, APPF, VALE, BUD, MELI |
RESTATEMENT |
6/14/2023, 05:02 PM |
| Q1 2022 |
17 |
$856M |
+$119M |
-$48.2M |
+$71.1M |
NTCO, TPX, BUD, APPF, MELI, VALE |
RESTATEMENT |
6/14/2023, 05:00 PM |
| Q4 2021 |
21 |
$963M |
+$126M |
-$39.2M |
+$86.6M |
TPX, NTCO, APPF, BUD, VALE, MELI |
13F-HR |
2/11/2022, 02:32 PM |
| Q3 2021 |
22 |
$1B |
+$84M |
-$98.1M |
-$14M |
TPX, NTCO, APPF, MELI, BUD, VALE |
13F-HR |
11/10/2021, 06:02 PM |
| Q2 2021 |
22 |
$1.21B |
+$135M |
-$374M |
-$239M |
NTCO, TPX, VALE, GOOG, APPF, MELI |
13F-HR |
8/12/2021, 09:04 AM |
| Q1 2021 |
20 |
$903M |
+$158M |
-$141M |
+$17.2M |
VALE, TPX, MELI, APPF, GOOG, XP |
13F-HR |
5/14/2021, 12:57 PM |
| Q4 2020 |
20 |
$1.37B |
|
|
|
NTCO, TPX, VALE, MELI, CZZ, XP |
13F-HR |
2/16/2021, 09:41 AM |
| Q3 2020 |
7 |
$325M |
|
|
|
MELI, CZZ, XP, LOMA, BBD, GGB |
13F-HR |
11/16/2020, 12:55 PM |
| Q2 2020 |
6 |
$295M |
|
|
|
MELI, CZZ, LOMA, XP, BBD, GGB |
13F-HR |
8/14/2020, 01:03 PM |
| Q1 2020 |
7 |
$166M |
|
|
|
MELI, CZZ, STNE, LOMA, BBD, GGB |
13F-HR |
5/15/2020, 04:04 PM |
| Q4 2019 |
8 |
$611M |
|
|
|
MELI, AVP, CZZ, GTX, LOMA, STNE |
13F-HR |
2/14/2020, 05:21 AM |
| Q3 2019 |
5 |
$499M |
|
|
|
MELI, AVP, CZZ, LOMA, VALE |
13F-HR |
11/14/2019, 03:03 PM |
| Q2 2019 |
4 |
$421M |
|
|
|
MELI, AVP, CZZ, VALE |
13F-HR |
8/13/2019, 08:25 PM |
| Q1 2019 |
9 |
$675M |
+$71.9M |
-$113M |
-$40.7M |
MELI, LINXXXX, TPX, CZZ, EA, SIX |
13F-HR |
5/14/2019, 04:01 PM |
| Q4 2018 |
9 |
$538M |
+$240M |
-$7.83M |
+$232M |
LINXXXX, MELI, TPX, CZZ, KHC, BUD |
13F-HR |
2/13/2019, 08:40 PM |
| Q3 2018 |
8 |
$538M |
+$5.49M |
-$65.8M |
-$60.4M |
TPX, MELI, PX, KHC, SPBXXXX, CZZ |
13F-HR |
11/13/2018, 03:03 PM |
| Q2 2018 |
8 |
$602M |
+$59.8M |
-$3.56M |
+$56.2M |
PX, TPX, MELI, KHC, SPBXXXX, CZZ |
13F-HR |
8/14/2018, 09:28 AM |
| Q1 2018 |
8 |
$532M |
+$20.2M |
-$62.2M |
-$42M |
PX, TPX, MELI, SPBXXXX, KHC, CZZ |
13F-HR |
5/15/2018, 10:41 AM |
| Q4 2017 |
10 |
$689M |
+$23.6M |
-$35.5M |
-$11.9M |
PX, TPX, MELI, KHC, SPBXXXX, FWONKXXXX |
13F-HR |
2/14/2018, 08:18 AM |
| Q3 2017 |
10 |
$690M |
+$53.7M |
-$76.4M |
-$22.7M |
PX, TPX, MELI, KHC, SPBXXXX, SIG |
13F-HR |
11/14/2017, 02:01 PM |
| Q2 2017 |
11 |
$697M |
+$81.3M |
-$107M |
-$25.4M |
PX, TPX, SPBXXXX, COTY, KHC, SIG |
13F-HR |
8/14/2017, 11:38 AM |
| Q1 2017 |
12 |
$735M |
+$53.4M |
-$34.3M |
+$19.1M |
PX, TPX, COTY, SPBXXXX, KHC, SIG |
13F-HR |
5/15/2017, 11:13 AM |
| Q4 2016 |
12 |
$748M |
+$222M |
-$46.9M |
+$175M |
TPX, PX, COTY, SPBXXXX, KHC, SIG |
13F-HR |
1/26/2017, 03:43 PM |
| Q3 2016 |
9 |
$526M |
+$60.2M |
-$56M |
+$4.18M |
TPX, PX, HRG, KHC, SIG, SPBXXXX |
13F-HR |
11/8/2016, 10:08 AM |
| Q2 2016 |
9 |
$523M |
+$50.8M |
-$11.6M |
+$39.2M |
TPX, KHC, HRG, PX, SIG, SPBXXXX |
13F-HR |
8/5/2016, 10:41 AM |
| Q1 2016 |
12 |
$540M |
+$108M |
-$1.26M |
+$106M |
TPX, KHC, HRG, PX, SIG, COTY |
13F-HR |
5/13/2016, 12:08 PM |
| Q4 2015 |
13 |
$434M |
+$150M |
-$52.1M |
+$98M |
TPX, HRG, KHC, PX, SIG, COTY |
13F-HR |
1/28/2016, 05:24 PM |
| Q3 2015 |
13 |
$335M |
+$182M |
-$34.6M |
+$148M |
TPX, COTY, KHC, HRG, SPBXXXX, SIG |
13F-HR |
11/16/2015, 05:24 AM |
| Q2 2015 |
9 |
$388M |
+$110M |
-$90.7M |
+$19.8M |
COTY, KRFT, HRG, TPX, MDLZ, PACDXXXX |
13F-HR |
8/6/2015, 09:49 AM |
| Q1 2015 |
9 |
$336M |
+$71.9M |
-$29M |
+$42.9M |
COTY, KRFT, SIX, MDLZ, HRG, PACDXXXX |
13F-HR |
4/27/2015, 10:09 AM |
| Q4 2014 |
9 |
$280M |
+$29.7M |
-$36.2M |
-$6.53M |
COTY, MDLZ, SIX, HRG, PACDXXXX, BUD |
13F-HR |
2/5/2015, 09:22 AM |
| Q3 2014 |
10 |
$286M |
+$39.3M |
-$11.6M |
+$27.7M |
COTY, MDLZ, PACDXXXX, BUD, SIX, OCN |
13F-HR |
11/13/2014, 03:59 PM |
| Q2 2014 |
11 |
$368M |
+$80M |
-$458K |
+$79.6M |
COTY, MDLZ, TPX, BUD, PACDXXXX, SIX |
13F-HR |
8/18/2014, 06:00 PM |
| Q1 2014 |
10 |
$268M |
+$50.2M |
-$555K |
+$49.6M |
COTY, MDLZ, PACDXXXX, BUD, TPX, OCN |
13F-HR |
5/14/2014, 06:17 PM |
| Q4 2013 |
10 |
$256M |
|
|
|
COTY, MDLZ, PACDXXXX, BUD, SIG, OCN |
13F-HR |
2/13/2014, 04:22 PM |