13F HOLDINGS REPORT
TB Capital Gestao de Recursos Ltda.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001213900-25-076245
Total Value
$115.3M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 88,153 | $20.0M | 17.32% |
| 2 | XP INC | XP | 914,777 | $18.5M | 16.03% |
| 3 | AIRBNB INC | ABNB | 85,269 | $11.3M | 9.79% |
| 4 | BOOKING HOLDINGS INC | BKNG | 1,931 | $11.2M | 9.70% |
| 5 | STONECO LTD | STNE | 683,854 | $11.0M | 9.52% |
| 6 | APOLLO GLOBAL MGMT INC | 03769M106 | 65,228 | $9.3M | 8.03% |
| 7 | DLOCAL LTD | DLO | 641,185 | $7.3M | 6.31% |
| 8 | COUPANG INC | CPNG | 237,474 | $7.1M | 6.17% |
| 9 | MASTERCARD INCORPORATED | MA | 7,953 | $4.5M | 3.88% |
| 10 | VISA INC | V | 7,974 | $2.8M | 2.46% |
| 11 | ALPHABET INC | GOOG | 13,064 | $2.3M | 2.01% |
| 12 | MICROSOFT CORP | MSFT | 3,878 | $1.9M | 1.67% |
| 13 | JD.COM INC | JDCMF | 58,126 | $1.9M | 1.65% |
| 14 | META PLATFORMS INC | META | 2,296 | $1.7M | 1.47% |
| 15 | AMAZON COM INC | AMZN | 6,565 | $1.4M | 1.25% |
| 16 | DOORDASH INC | DASH | 4,809 | $1.2M | 1.03% |
| 17 | HIMS & HERS HEALTH INC | HIMS | 23,668 | $1.2M | 1.02% |
| 18 | NU HLDGS LTD | NU | 59,651 | $818,412 | 0.71% |