BW Gestao de Investimentos Ltda. Q3 2020 Filing
Filed November 12, 2020
Portfolio Value
$226.1B
Holdings
32
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KWEBKRANESHARES CSI CHINA INTERN | 520,909 | $35.5B | 15.71% | |
| 2 | —ARCO PLATFORM LTD - CLASS A | 640,959 | $26.2B | 11.58% | |
| 3 | BABAALIBABA GROUP HOLDING-SP ADR | 68,100 | $20.0B | 8.86% | |
| 4 | MCHIISHARES MSCI CHINA ETF | 229,543 | $17.0B | 7.53% | |
| 5 | MLB1MERCADOLIBRE INC | 15,600 | $16.9B | 7.47% | |
| 6 | ECLECOLAB INC | 68,250 | $13.6B | 6.03% | |
| 7 | MSFTMICROSOFT CORP | 59,540 | $12.5B | 5.54% | |
| 8 | WCNWASTE CONNECTIONS INC | 95,300 | $9.9B | 4.38% | |
| 9 | SHWSHERWIN-WILLIAMS CO/THE | 12,548 | $8.7B | 3.87% | |
| 10 | METAFACEBOOK INC-CLASS A | 30,000 | $7.9B | 3.48% | |
| 11 | AMZNAMAZON.COM INC | 2,030 | $6.4B | 2.83% | |
| 12 | HUBSHUBSPOT INC | 20,000 | $5.8B | 2.59% | |
| 13 | NBISYANDEX NV-A | 75,000 | $4.9B | 2.16% | |
| 14 | COPXGLOBAL X COPPER MINERS ETF | 176,470 | $3.7B | 1.62% | |
| 15 | ZNGAEURZYNGA INC - CL A | 400,000 | $3.6B | 1.61% | |
| 16 | UUNITY SOFTWARE INC | 40,000 | $3.5B | 1.54% | |
| 17 | VGKVANGUARD FTSE EUROPE ETF | 64,703 | $3.4B | 1.50% | |
| 18 | CP.TOCANADIAN PACIFIC RAILWAY LTD | 9,728 | $3.0B | 1.31% | |
| 19 | IEMGISHARES CORE MSCI EMERGING | 55,960 | $3.0B | 1.31% | |
| 20 | CNRCANADIAN NATL RAILWAY CO | 27,717 | $3.0B | 1.31% | |
| 21 | NKENIKE INC -CL B | 22,106 | $2.8B | 1.23% | |
| 22 | APIAGORA INC-ADR | 64,500 | $2.8B | 1.23% | |
| 23 | NOWSERVICENOW INC | 5,000 | $2.4B | 1.07% | |
| 24 | SNOWSNOWFLAKE INC-CLASS A | 8,000 | $2.0B | 0.89% | |
| 25 | AAPLAPPLE INC | 16,144 | $1.9B | 0.83% | |
| 26 | XPEVXPENG INC - ADR | 90,000 | $1.8B | 0.80% | |
| 27 | PAGSPAGSEGURO DIGITAL LTD-CL A | 40,000 | $1.5B | 0.67% | |
| 28 | VALEVALE SA-SP ADR | 100,000 | $1.1B | 0.47% | |
| 29 | —NEXA RESOURCES SA | 134,317 | $711.0M | 0.31% | |
| 30 | PLUNPLUG POWER INC | 50,000 | $671.0M | 0.30% | |
| 31 | FCXFREEPORT-MCMORAN INC | 0 | $0 | 0.00% | |
| 32 | SPYSPDR S&P 500 ETF TRUST | 0 | $0 | 0.00% |