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Livermore
Livermore
ZHEN

AMS Capital Ltda

SEC CIK
0001717977
Latest filing
Aug 6, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Oct 27, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
12
−5 vs. Q2 2022
Portfolio value
$158.1M
−$31.2M (−16.5%) vs. Q2 2022
Filed
Oct 27, 2022
SEC
Holdings of AMS Capital Ltda in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
SUZSuzano S.A.SPON ADS3,212,333$31.5M19.9%00.0%UnchangedHistory
VALEVale S.A.SPONSORED ADS1,831,300$25.2M15.9%00.0%UnchangedHistory
DGDollar General CorpCOM85,645$21.5M13.6%+38,715+82.5%AddedHistory
State Street SPDR S&P Biotech ETF78464A870ETF232,905$19.1M12.1%00.0%Unchanged–
NUNu Holdings Ltd.ORD SHS CL A3,450,000$15.1M9.6%+3,450,000NewHistory
DEODiageo PLCSPON ADR NEW73,495$12.3M7.8%+18,770+34.3%AddedHistory
MAMastercard IncStock31,324$10.0M6.3%+15,677+100.2%AddedHistory
SPGIS&P Global Inc.Stock30,245$9.42M6.0%+530+1.8%AddedHistory
DHRDanaher CorpStock24,380$6.19M3.9%−20,275−45.4%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM54,814$4.01M2.5%−82,837−60.2%ReducedHistory
MSFTMicrosoft CorpStock16,506$3.82M2.4%−17,255−51.1%ReducedHistory
NBISNebius Group N.V.Stock100,000$10.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2022 (6)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of AMS Capital Ltda sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
KRKroger CoStock239,241$11.3M6.0%History
MELIMercadolibre IncCOM17,426$11.1M5.9%History
GOOGLAlphabet Inc.Stock4,513$9.84M5.2%History
PMPhilip Morris International Inc.Stock98,183$9.70M5.1%History
BABAAlibaba Group Holding LtdADR39,554$4.50M2.4%History
SESea LtdSPONSORD ADS40,600$2.71M1.4%History