Kiron Capital Gestao de Recursos Ltda.
- SEC CIK
- 0001876477
- Latest filing
- Oct 26, 2022
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 5, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 7
- +1 vs. Q2 2021
- Portfolio value
- $89.4M
- −$42.1M (−32.0%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPXP Inc. | CL A | 820,547 | $33.0M | 36.9% | −527,235−39.1% | Reduced | History |
| MELIMercadolibre Inc | COM | 18,707 | $31.4M | 35.1% | −7,200−27.8% | Reduced | History |
| STNEStoneCo Ltd. | COM | 482,602 | $16.8M | 18.7% | +35,648+8.0% | Added | History |
| VTEXVtex | SHS CL A | 306,067 | $6.30M | 7.0% | +306,067 | New | History |
| SUZSuzano S.A. | SPON ADS | 85,154 | $852.0K | 1.0% | +3,400+4.2% | Added | History |
| CSANYCosan S.A. | ADS | 43,882 | $736.0K | 0.8% | −12,030−21.5% | Reduced | History |
| GGBGerdau S.A. | SPON ADR REP PFD | 74,703 | $368.0K | 0.4% | +500+0.7% | Added | History |