13F HOLDINGS REPORT
AMS Capital Ltda
Quarter ended Q3 2023 · Filed July 14, 2023 · Accession 0001717977-23-000003
Total Value
$85,093
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 47,129 | $16,049 | 18.86% |
| 2 | AMAZON COM INC | AMZN | 113,344 | $14,776 | 17.36% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 82,592 | $8,335 | 9.80% |
| 4 | AUTOZONE INC | AZO | 2,909 | $7,253 | 8.52% |
| 5 | S&P GLOBAL INC | SPGI | 16,211 | $6,499 | 7.64% |
| 6 | ALPHABET INC | GOOG | 52,212 | $6,250 | 7.34% |
| 7 | DANAHER CORPORATION | 235851102 | 25,138 | $6,033 | 7.09% |
| 8 | SEA LTD | SE | 100,441 | $5,830 | 6.85% |
| 9 | META PLATFORMS INC | META | 17,035 | $4,889 | 5.75% |
| 10 | VTEX | VTEX | 550,000 | $2,640 | 3.10% |
| 11 | GUIDEWIRE SOFTWARE INC | GWRE | 31,615 | $2,405 | 2.83% |
| 12 | PINDUODUO INC | PDD | 34,031 | $2,353 | 2.77% |
| 13 | TRANSDIGM GROUP INC | TDG | 1,981 | $1,771 | 2.08% |
| 14 | YANDEX N V | NBIS | 100,000 | $10 | 0.01% |