TB Capital Gestao de Recursos Ltda.
19 holdingsFiling period: 2026-06-30Current AUM: $197.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BKNG | BOOKING HOLDINGS INC | 127.5K | $22.7M | $21.8M | 11.08% | +123.3K | 2026-06-30 |
| 2 | ABNB | AIRBNB INC | 129.6K | $18.5M | $21.8M | 11.06% | -62,987 | 2026-06-30 |
| 3 | — | NU HLDGS LTD | 1.26M | $16.8M | $16.8M | 8.51% | +379.4K | 2026-06-30 |
| 4 | — | DLOCAL LTD | 1.11M | $14.5M | $14.5M | 7.33% | +307.8K | 2026-06-30 |
| 5 | SAP | SAP SE | 91.8K | $14.2M | $19.8M | 10.04% | +14.2K | 2026-06-30 |
| 6 | CPNG | COUPANG INC | 717.2K | $12.5M | $10.5M | 5.34% | +219.6K | 2026-06-30 |
| 7 | APO | APOLLO GLOBAL MGMT INC | 98.0K | $11.6M | $12.4M | 6.31% | -19,432 | 2026-06-30 |
| 8 | SPGI | S&P GLOBAL INC | 26.0K | $10.6M | $10.7M | 5.44% | -- | 2026-06-30 |
| 9 | V | VISA INC | 30.7K | $10.5M | $11.5M | 5.84% | +10.2K | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP | 23.9K | $8.9M | $11.9M | 6.03% | -4,080 | 2026-06-30 |
| 11 | MA | MASTERCARD INCORPORATED | 17.3K | $8.9M | $9.9M | 5.04% | +5.0K | 2026-06-30 |
| 12 | META | META PLATFORMS INC | 13.1K | $7.4M | $8.8M | 4.44% | -549 | 2026-06-30 |
| 13 | MELI | MERCADOLIBRE INC | 3.4K | $5.7M | $6.1M | 3.12% | -- | 2026-06-30 |
| 14 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 11.1K | $5.3M | $4.6M | 2.34% | -7,691 | 2026-06-30 |
| 15 | ADBE | ADOBE INC | 23.3K | $4.8M | $6.0M | 3.04% | -416 | 2026-06-30 |
| 16 | AMZN | AMAZON COM INC | 19.7K | $4.7M | $4.9M | 2.48% | -918 | 2026-06-30 |
| 17 | GOOG | ALPHABET INC | 8.8K | $3.1M | $3.0M | 1.52% | -1,920 | 2026-06-30 |
| 18 | — | SPOTIFY TECHNOLOGY S A | 4.5K | $2.1M | $2.1M | 1.05% | -- | 2026-06-30 |
| 19 | GOOGL | ALPHABET INC | 18 | $6K | $6K | 0.00% | -- | 2026-06-30 |
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