Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MERCADO LIBRE INC(MELI) | 44,071 | 76,684 | +32,613 | 90,432 | 130,397 | 43.41% | +39,965 |
| RIO TINTO PLC(RIO)(Put) | 833,700 | 833,700 | 0 | 1,151 | 5,211 | — | +4,060 |
| VALE SA | 2,770,137 | 4,084,812 | +1,314,675 | 32,355 | 36,232 | 12.06% | +3,877 |
| RIO TINTO PLC(RIO) | 16,042 | 25,247 | +9,205 | 1,142 | 1,485 | 0.49% | +343 |
| SUZANO S A(SUZ) | 450,000 | 402,119 | -47,881 | 4,500 | 4,069 | 1.35% | -431 |
| NU HLDGS LTD(NU)(Put) | 1,500,000 | 0 | -1,500,000 | 930 | 0 | — | -930 |
| NU HLDGS LTD(NU)(Call) | 2,870,000 | 2,870,000 | 0 | 3,128 | 29 | — | -3,100 |
| MERCADO LIBRE INC(MELI)(Call) | 33,900 | 33,900 | 0 | 16,743 | 3,931 | — | -12,813 |
| VTEX | 5,648,948 | 3,655,982 | -1,992,966 | 42,028 | 21,534 | 7.17% | -20,494 |
| NU HLDGS LTD(NU) | 18,038,393 | 9,409,225 | -8,629,168 | 246,224 | 97,480 | 32.45% | -148,744 |