TB Capital Gestao de Recursos Ltda.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AIRBNB INC | 85,269 | 134,226 | +48,957 | 11,284,499 | 16,297,721 | 12.53% | +5,013,222 |
| NU HLDGS LTD(NU) | 59,651 | 350,034 | +290,383 | 818,412 | 5,604,044 | 4.31% | +4,785,632 |
| APOLLO GLOBAL MGMT INC(APO) | 65,228 | 95,253 | +30,025 | 9,253,896 | 12,694,367 | 9.76% | +3,440,471 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 88,153 | 82,585 | -5,568 | 19,965,773 | 23,065,165 | 17.73% | +3,099,392 |
| DLOCAL LTD(DLO) | 641,185 | 725,713 | +84,528 | 7,271,038 | 10,363,182 | 7.97% | +3,092,144 |
| COUPANG INC(CPNG) | 237,474 | 290,390 | +52,916 | 7,114,721 | 9,350,558 | 7.19% | +2,235,837 |
| BOOKING HOLDINGS INC(BKNG) | 1,931 | 2,417 | +486 | 11,179,022 | 13,050,036 | 10.03% | +1,871,014 |
| META PLATFORMS INC(META) | 2,296 | 3,599 | +1,303 | 1,694,655 | 2,643,034 | 2.03% | +948,379 |
| VISA INC(V) | 7,974 | 10,874 | +2,900 | 2,831,169 | 3,712,166 | 2.85% | +880,997 |
| AMAZON COM INC(AMZN) | 6,565 | 10,421 | +3,856 | 1,440,295 | 2,288,139 | 1.76% | +847,844 |
| MICROSOFT CORP(MSFT) | 3,878 | 4,602 | +724 | 1,928,956 | 2,383,606 | 1.83% | +454,650 |
| MASTERCARD INCORPORATED(MA) | 7,953 | 8,203 | +250 | 4,469,109 | 4,665,948 | 3.59% | +196,839 |
| JD.COM INC(JD) | 58,126 | 59,235 | +1,109 | 1,897,233 | 2,072,040 | 1.59% | +174,807 |
| DOORDASH INC(DASH) | 4,809 | 4,873 | +64 | 1,185,467 | 1,325,407 | 1.02% | +139,940 |
| ALPHABET INC(GOOG) | 13,064 | 9,829 | -3,235 | 2,317,423 | 2,393,853 | 1.84% | +76,430 |
| HIMS & HERS HEALTH INC(HIMS) | 23,668 | 0 | -23,668 | 1,179,850 | 0 | — | -1,179,850 |
| STONECO LTD(STNE) | 683,854 | 485,757 | -198,097 | 10,969,018 | 9,185,665 | 7.06% | -1,783,353 |
| XP INC(XP) | 914,777 | 478,740 | -436,037 | 18,478,495 | 8,995,525 | 6.91% | -9,482,970 |