Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MERCADO LIBRE INC(MELI) | 80,816 | 78,217 | -2,599 | 157,662 | 204,430 | 72.81% | +46,769 |
| ISHARES INC(Call) | 0 | 7,960,000 | +7,960,000 | 0 | 16,681 | — | +16,681 |
| VTEX | 1,498,221 | 1,216,967 | -281,254 | 7,596 | 8,032 | 2.86% | +436 |
| SUZANO SA(SUZ) | 389,234 | 389,234 | 0 | 3,616 | 3,663 | 1.30% | +47 |
| RIO TINTO PLC(RIO)(Put) | 777,600 | 0 | -777,600 | 1,905 | 0 | — | -1,905 |
| NU HLDGS LTD(NU)(Put) | 2,300,000 | 0 | -2,300,000 | 3,749 | 0 | — | -3,749 |
| MERCADO LIBRE INC(MELI)(Call) | 25,400 | 0 | -25,400 | 5,794 | 0 | — | -5,794 |
| RIO TINTO PLC(RIO) | 126,459 | 0 | -126,459 | 7,598 | 0 | — | -7,598 |
| VALE SA | 2,545,990 | 1,043,708 | -1,502,282 | 25,409 | 10,134 | 3.61% | -15,275 |
| NU HLDGS LTD(NU) | 9,118,415 | 2,757,015 | -6,361,400 | 93,373 | 37,826 | 13.47% | -55,546 |