Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MERCADOLIBRE INC(MELI) | 31,173 | 73,971 | +42,798 | 53,899 | 125,558 | 15.77% | +71,659 |
| NU HLDGS LTD(NU) | 18,019,613 | 23,637,075 | +5,617,462 | 258,942 | 315,791 | 39.65% | +56,849 |
| INTER & CO INC(INTR) | 0 | 7,504,483 | +7,504,483 | 0 | 40,749 | 5.12% | +40,749 |
| DLOCAL LTD(DLO) | 2,071,719 | 3,990,466 | +1,918,747 | 26,870 | 51,856 | 6.51% | +24,986 |
| META PLATFORMS INC(META) | 16,436 | 57,015 | +40,579 | 9,404 | 32,116 | 4.03% | +22,712 |
| ALPHABET INC(GOOG) | 50,716 | 88,993 | +38,277 | 14,584 | 31,803 | 3.99% | +17,220 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 42,261 | 59,225 | +16,964 | 14,282 | 28,284 | 3.55% | +14,002 |
| NVIDIA CORPORATION(NVDA) | 85,277 | 119,301 | +34,024 | 14,872 | 23,871 | 3.00% | +8,999 |
| BOOKING HOLDINGS INC(BKNG) | 58,425 | 73,101 | +14,676 | 9,840 | 13,030 | 1.64% | +3,190 |
| APPLE INC(AAPL) | 53,442 | 52,922 | -520 | 13,563 | 15,314 | 1.92% | +1,750 |
| AIRBNB INC | 100,558 | 99,452 | -1,106 | 12,698 | 14,232 | 1.79% | +1,533 |
| VTEX(VTEX) | 193,173 | 191,255 | -1,918 | 773 | 765 | 0.10% | -8 |
| NETFLIX INC.(NFLX) | 128,326 | 127,225 | -1,101 | 12,339 | 9,084 | 1.14% | -3,255 |
| XP INC(XP) | 2,382,538 | 2,082,802 | -299,736 | 45,364 | 33,866 | 4.25% | -11,497 |
| MICROSOFT CORP(MSFT) | 120,556 | 83,749 | -36,807 | 44,626 | 31,240 | 3.92% | -13,386 |
| AMAZON COM INC(AMZN) | 228,151 | 121,071 | -107,080 | 47,517 | 28,856 | 3.62% | -18,661 |