TB Capital Gestao de Recursos Ltda.
17 holdingsFiling period: 2026-03-31Current AUM: $181.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ABNB | AIRBNB INC | 192.6K | $24.3M | $29.2M | 16.04% | -31,498 | 2026-03-31 |
| 2 | BKNG | BOOKING HOLDINGS INC | 4.2K | $17.7M | $20.3M | 11.15% | +1.9K | 2026-03-31 |
| 3 | SAP | SAP SE | 77.7K | $13.3M | $14.3M | 7.84% | -- | 2026-03-31 |
| 4 | APO | APOLLO GLOBAL MGMT INC | 117.4K | $13.1M | $14.7M | 8.10% | +15.6K | 2026-03-31 |
| 5 | — | NU HLDGS LTD | 877.4K | $12.6M | $12.6M | 6.93% | +384.3K | 2026-03-31 |
| 6 | — | DLOCAL LTD | 804.9K | $10.4M | $10.4M | 5.74% | -118,912 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 28.0K | $10.4M | $13.0M | 7.15% | +8.8K | 2026-03-31 |
| 8 | CPNG | COUPANG INC | 497.6K | $9.4M | $8.1M | 4.47% | -64,567 | 2026-03-31 |
| 9 | META | META PLATFORMS INC | 13.6K | $7.8M | $7.6M | 4.17% | +3.4K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 37.5K | $6.5M | $7.5M | 4.14% | -- | 2026-03-31 |
| 11 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 18.8K | $6.4M | $7.6M | 4.18% | -42,422 | 2026-03-31 |
| 12 | V | VISA INC | 20.5K | $6.2M | $7.5M | 4.13% | +1.8K | 2026-03-31 |
| 13 | MA | MASTERCARD INCORPORATED | 12.3K | $6.2M | $7.1M | 3.89% | +1.2K | 2026-03-31 |
| 14 | MELI | MERCADOLIBRE INC | 3.5K | $6.0M | $6.6M | 3.61% | +538 | 2026-03-31 |
| 15 | ADBE | ADOBE INC | 23.7K | $5.8M | $5.9M | 3.26% | -6,094 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 20.6K | $4.3M | $5.6M | 3.07% | -3,767 | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 10.7K | $3.1M | $3.8M | 2.10% | -8,002 | 2026-03-31 |
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