AMS Capital Ltda
- SEC CIK
- 0001717977
- Latest filing
- Aug 6, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 6, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 14
- −1 vs. Q1 2026
- Portfolio value
- $290.9M
- +$33.4M (+13.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 65,702 | $49.2M | 16.9% | −6,600−9.1% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 149,510 | $35.6M | 12.2% | +51,883+53.1% | Added | History |
| NVDANVIDIA Corp | Stock | 173,181 | $34.7M | 11.9% | +136,371+370.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 61,210 | $29.2M | 10.0% | +61,210 | New | History |
| GOOGLAlphabet Inc. | Stock | 80,513 | $28.8M | 9.9% | −30,961−27.8% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,673,973 | $22.4M | 7.7% | −998,176−37.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 50,569 | $18.9M | 6.5% | +22,936+83.0% | Added | History |
| VVisa Inc. | Stock | 46,857 | $16.1M | 5.5% | −9,234−16.5% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 23,485 | $13.2M | 4.5% | −6,582−21.9% | Reduced | History |
| MELIMercadolibre Inc | COM | 7,659 | $13.0M | 4.5% | −3,290−30.0% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 28,829 | $10.9M | 3.7% | +28,829 | New | History |
| SESea Ltd | SPONSORD ADS | 89,239 | $8.55M | 2.9% | −10,486−10.5% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 469,067 | $8.15M | 2.8% | −164,150−25.9% | Reduced | History |
| EMBJEmbraer S.A. | ADR | 35,715 | $2.28M | 0.8% | −166,524−82.3% | Reduced | History |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.