AMS Capital Ltda
- SEC CIK
- 0001717977
- Latest filing
- Aug 6, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 10, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 16
- 0 vs. Q4 2024
- Portfolio value
- $242.7M
- +$43.8M (+22.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 96,782 | $36.3M | 15.0% | +33,043+51.8% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 61,143 | $34.4M | 14.2% | +61,143 | New | – |
| AMZNAmazon Com Inc | Stock | 167,293 | $31.8M | 13.1% | +19,880+13.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 46,389 | $26.7M | 11.0% | +3,705+8.7% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 2,088,292 | $21.4M | 8.8% | +625,315+42.7% | Added | History |
| VVisa Inc. | Stock | 39,696 | $13.9M | 5.7% | +10,520+36.1% | Added | History |
| NVDANVIDIA Corp | Stock | 125,132 | $13.6M | 5.6% | +83,985+204.1% | Added | History |
| TDGTransDigm Group INC | COM | 8,612 | $11.9M | 4.9% | +1,720+25.0% | Added | History |
| CPNGCoupang, Inc. | CL A | 461,630 | $10.1M | 4.2% | +224,716+94.9% | Added | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 190,767 | $9.98M | 4.1% | +94,557+98.3% | Added | History |
| VTEXVtex | SHS CL A | 1,699,053 | $8.61M | 3.5% | +577,580+51.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 39,866 | $6.62M | 2.7% | −89,364−69.2% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 54,906 | $6.50M | 2.7% | −2,716−4.7% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 26,386 | $6.16M | 2.5% | +12,111+84.8% | Added | History |
| SPGIS&P Global Inc. | Stock | 7,206 | $3.66M | 1.5% | −11,168−60.8% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 1,818 | $1.00M | 0.4% | +1,818 | New | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.