Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MERCADO LIBRE INC(MELI) | 76,684 | 80,816 | +4,132 | 130,397 | 157,662 | 51.41% | +27,265 |
| RIO TINTO PLC(RIO) | 25,247 | 126,459 | +101,212 | 1,485 | 7,598 | 2.48% | +6,113 |
| NU HLDGS LTD(NU)(Put) | 0 | 2,300,000 | +2,300,000 | 0 | 3,749 | — | +3,749 |
| MERCADO LIBRE INC(MELI)(Call) | 33,900 | 25,400 | -8,500 | 3,931 | 5,794 | — | +1,863 |
| NU HLDGS LTD(NU)(Call) | 2,870,000 | 0 | -2,870,000 | 29 | 0 | — | -29 |
| SUZANO S A(SUZ) | 402,119 | 389,234 | -12,885 | 4,069 | 3,616 | 1.18% | -453 |
| RIO TINTO PLC(RIO)(Put) | 833,700 | 777,600 | -56,100 | 5,211 | 1,905 | — | -3,306 |
| NU HLDGS LTD(NU) | 9,409,225 | 9,118,415 | -290,810 | 97,480 | 93,373 | 30.44% | -4,107 |
| VALE SA | 4,084,812 | 2,545,990 | -1,538,822 | 36,232 | 25,409 | 8.28% | -10,823 |
| VTEX | 3,655,982 | 1,498,221 | -2,157,761 | 21,534 | 7,596 | 2.48% | -13,938 |