AMS Capital Ltda
- SEC CIK
- 0001717977
- Latest filing
- Aug 6, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 11, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 16
- 0 vs. Q1 2025
- Portfolio value
- $264.8M
- +$22.1M (+9.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 84,223 | $41.9M | 15.8% | −12,559−13.0% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 56,983 | $35.4M | 13.4% | −4,160−6.8% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 146,251 | $32.1M | 12.1% | −21,042−12.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 45,414 | $29.1M | 11.0% | −975−2.1% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 2,116,902 | $29.0M | 11.0% | +28,610+1.4% | Added | History |
| VVisa Inc. | Stock | 42,506 | $15.1M | 5.7% | +2,810+7.1% | Added | History |
| TDGTransDigm Group INC | COM | 9,693 | $14.7M | 5.6% | +1,081+12.6% | Added | History |
| CPNGCoupang, Inc. | CL A | 407,493 | $12.2M | 4.6% | −54,137−11.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 60,746 | $9.60M | 3.6% | −64,386−51.5% | Reduced | History |
| VTEXVtex | SHS CL A | 1,420,929 | $9.38M | 3.5% | −278,124−16.4% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 76,996 | $8.06M | 3.0% | +22,090+40.2% | Added | History |
| ADBEAdobe Inc. | Stock | 19,835 | $7.67M | 2.9% | +19,835 | New | History |
| SPGIS&P Global Inc. | Stock | 13,051 | $6.88M | 2.6% | +5,845+81.1% | Added | History |
| MELIMercadolibre Inc | COM | 2,185 | $5.71M | 2.2% | +2,185 | New | History |
| GOOGLAlphabet Inc. | Stock | 22,500 | $3.96M | 1.5% | +22,500 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 17,312 | $3.92M | 1.5% | −22,554−56.6% | Reduced | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.