AMS Capital Ltda Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$242.7M
Holdings
16
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 96,782 | $36.3M | 14.97% | |
| 2 | IVVISHARES TR | 61,143 | $34.4M | 14.16% | |
| 3 | AMZNAMAZON COM INC | 167,293 | $31.8M | 13.12% | |
| 4 | METAMETA PLATFORMS INC | 46,389 | $26.7M | 11.02% | |
| 5 | NUNU HLDGS LTD | 2,088,292 | $21.4M | 8.81% | |
| 6 | VVISA INC | 39,696 | $13.9M | 5.73% | |
| 7 | NVDANVIDIA CORPORATION | 125,132 | $13.6M | 5.59% | |
| 8 | T7DTRANSDIGM GROUP INC | 8,612 | $11.9M | 4.91% | |
| 9 | CPNGCOUPANG INC | 461,630 | $10.1M | 4.17% | |
| 10 | BNBROOKFIELD CORP | 190,767 | $10.0M | 4.11% | |
| 11 | VTEXVTEX | 1,699,053 | $8.6M | 3.55% | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 39,866 | $6.6M | 2.73% | |
| 13 | PDDPINDUODUO INC | 54,906 | $6.5M | 2.68% | |
| 14 | WDAYWORKDAY INC | 26,386 | $6.2M | 2.54% | |
| 15 | SPGIS&P GLOBAL INC | 7,206 | $3.7M | 1.51% | |
| 16 | SPOTSPOTIFY TECHNOLOGY S A | 1,818 | $1.0M | 0.41% |