AMS Capital Ltda
- SEC CIK
- 0001717977
- Latest filing
- Aug 6, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Oct 19, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 15
- +1 vs. Q2 2023
- Portfolio value
- $90.3M
- +$5.21M (+6.1%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 56,339 | $17.8M | 19.7% | +9,210+19.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 109,414 | $13.9M | 15.4% | −3,930−3.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 80,560 | $10.5M | 11.7% | +28,348+54.3% | Added | History |
| SPGIS&P Global Inc. | Stock | 21,130 | $7.72M | 8.6% | +4,919+30.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 19,375 | $5.82M | 6.4% | +2,340+13.7% | Added | History |
| DHRDanaher Corp | Stock | 23,278 | $5.78M | 6.4% | −1,860−7.4% | Reduced | History |
| AZOAutoZone Inc | COM | 1,996 | $5.07M | 5.6% | −913−31.4% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 113,652 | $5.00M | 5.5% | +13,211+13.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 53,238 | $4.63M | 5.1% | −29,354−35.5% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 34,031 | $3.34M | 3.7% | 00.0% | Unchanged | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 408,935 | $2.96M | 3.3% | +408,935 | New | History |
| CPNGCoupang, Inc. | CL A | 160,525 | $2.73M | 3.0% | +160,525 | New | History |
| APOApollo Global Management, Inc. | COM | 29,585 | $2.66M | 2.9% | +29,585 | New | History |
| VTEXVtex | SHS CL A | 471,480 | $2.36M | 2.6% | −78,520−14.3% | Reduced | History |
| NBISNebius Group N.V. | Stock | 100,000 | $10.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2023 (2)
Positions held at the end of Q2 2023 that are gone from this filing.