AMS Capital Ltda
- SEC CIK
- 0001717977
- Latest filing
- Aug 6, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Dec 10, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 13
- −3 vs. Q2 2025
- Portfolio value
- $244.5M
- −$20.3M (−7.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 88,347 | $45.8M | 18.7% | +4,124+4.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 207,299 | $45.5M | 18.6% | +61,048+41.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 61,363 | $45.1M | 18.4% | +15,949+35.1% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,792,553 | $28.7M | 11.7% | −324,349−15.3% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 40,749 | $27.3M | 11.2% | −16,234−28.5% | Reduced | – |
| VVisa Inc. | Stock | 31,483 | $10.7M | 4.4% | −11,023−25.9% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 1,830 | $9.88M | 4.0% | +1,830 | New | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 67,854 | $8.97M | 3.7% | −9,142−11.9% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 254,261 | $8.19M | 3.3% | −153,232−37.6% | Reduced | History |
| TDGTransDigm Group INC | COM | 4,238 | $5.59M | 2.3% | −5,455−56.3% | Reduced | History |
| FLUTFlutter Entertainment plc | SHS | 19,919 | $5.06M | 2.1% | +19,919 | New | History |
| MELIMercadolibre Inc | COM | 826 | $1.93M | 0.8% | −1,359−62.2% | Reduced | History |
| VTEXVtex | SHS CL A | 414,500 | $1.82M | 0.7% | −1,006,429−70.8% | Reduced | History |
Sold out since Q2 2025 (5)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 60,746 | $9.60M | 3.6% | History |
| ADBEAdobe Inc. | Stock | 19,835 | $7.67M | 2.9% | History |
| SPGIS&P Global Inc. | Stock | 13,051 | $6.88M | 2.6% | History |
| GOOGLAlphabet Inc. | Stock | 22,500 | $3.96M | 1.5% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 17,312 | $3.92M | 1.5% | History |