AMS Capital Ltda
- SEC CIK
- 0001717977
- Latest filing
- Aug 6, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 21, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 14
- +1 vs. Q3 2025
- Portfolio value
- $258.5M
- +$14.0M (+5.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 156,405 | $36.1M | 14.0% | −50,894−24.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 72,609 | $35.1M | 13.6% | −15,738−17.8% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 49,414 | $33.8M | 13.1% | +8,665+21.3% | Added | – |
| METAMeta Platforms, Inc. | Stock | 50,141 | $33.1M | 12.8% | −11,222−18.3% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,846,332 | $30.9M | 12.0% | +53,779+3.0% | Added | History |
| MELIMercadolibre Inc | COM | 12,235 | $24.6M | 9.5% | +11,409+1,381.2% | Added | History |
| CPNGCoupang, Inc. | CL A | 706,616 | $16.7M | 6.4% | +452,355+177.9% | Added | History |
| VVisa Inc. | Stock | 31,483 | $11.0M | 4.3% | 00.0% | Unchanged | History |
| EMBJEmbraer S.A. | ADR | 157,258 | $10.1M | 3.9% | +157,258 | New | History |
| INTAIntapp, Inc. | COM | 176,619 | $8.09M | 3.1% | +176,619 | New | History |
| NVDANVIDIA Corp | Stock | 35,068 | $6.54M | 2.5% | +35,068 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,090 | $4.28M | 1.7% | +14,090 | New | History |
| MNDYmonday.com Ltd. | SHS | 27,480 | $4.05M | 1.6% | +27,480 | New | History |
| GOOGLAlphabet Inc. | Stock | 12,651 | $3.96M | 1.5% | +12,651 | New | History |
Sold out since Q3 2025 (5)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| BKNGBooking Holdings Inc. | Stock | 1,830 | $9.88M | 4.0% | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 67,854 | $8.97M | 3.7% | History |
| TDGTransDigm Group INC | COM | 4,238 | $5.59M | 2.3% | History |
| FLUTFlutter Entertainment plc | SHS | 19,919 | $5.06M | 2.1% | History |
| VTEXVtex | SHS CL A | 414,500 | $1.82M | 0.7% | History |