| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 24 | $161M | +$15.4M | -$67.4M | -$52.1M | MELI, NU, XP, AMZN, VTEX | 13F-HR | 8/14/2024, 10:12 AM |
| Q1 2024 | 22 | $213M | +$40.4M | -$34.2M | +$6.21M | NU, MELI, XP, VTEX, AMZN | 13F-HR | 5/15/2024, 10:05 AM |
| Q4 2023 | 25 | $181M | +$21.6M | -$97.4M | -$75.7M | MELI, NU, XP, AMZN, VTEX | 13F-HR | 2/14/2024, 09:55 AM |
| Q3 2023 | 31 | $267M | +$31M | -$37.3M | -$6.25M | MELI, NU, NU, XP, AMZN | 13F-HR | 11/14/2023, 10:45 AM |
| Q2 2023 | 32 | $283M | +$14.5M | -$60.7M | -$46.2M | NU, MELI, NU, XP, AMZN | 13F-HR | 8/14/2023, 10:52 AM |
| Q1 2023 | 25 | $254M | +$41.1M | -$35.7M | +$5.36M | MELI, NU, NU, XP, NKE | 13F-HR | 5/15/2023, 10:33 AM |
| Q4 2022 | 25 | $200M | +$9.8M | -$32.9M | -$23.1M | MELI, NU, XP, NKE, EL | 13F-HR | 2/13/2023, 08:45 AM |
| Q3 2022 | 21 | $246M | +$11.9M | -$57.7M | -$45.9M | MELI, NU, XP, ORLY, MSFT | 13F-HR | 11/14/2022, 08:01 AM |
| Q2 2022 | 23 | $244M | +$62.1M | -$36.6M | +$25.4M | MELI, XP, NU, MSFT, DLTR | 13F-HR | 8/15/2022, 09:44 AM |
| Q1 2022 | 1 | $56.7M | NU | New Holdings | 6/28/2022, 05:11 PM | |||
| Q1 2022 | 1 | $2.32M | SE | New Holdings | 5/17/2022, 04:40 PM | |||
| Q1 2022 | 25 | $382M | +$187M | -$86M | +$101M | MELI, NU, XP, ITUB, AMZN | 13F-HR | 5/16/2022, 10:47 AM |
| Q4 2021 | 26 | $325M | +$70.4M | -$127M | -$56.4M | XP, MELI, NU, GOOGL, TJX | 13F-HR | 2/14/2022, 09:16 AM |
| Q3 2021 | 28 | $512M | +$30.7M | -$208M | -$178M | MELI, XP, STNE, META, GOOGL | 13F-HR | 11/15/2021, 09:46 AM |
| Q2 2021 | 24 | $786M | +$101M | -$63.9M | +$37.4M | MELI, STNE, XP, ITUB, GOOGL | Restatement | 8/16/2021, 03:47 PM |
| Q1 2021 | 24 | $690M | +$56M | -$163M | -$107M | MELI, STNE, XP, GOOGL, PYPL | 13F-HR | 5/17/2021, 10:03 AM |
| Q4 2020 | 24 | $913M | MELI, STNE, CZZ, XP, META | 13F-HR | 3/2/2021, 01:16 PM |