13F HOLDINGS REPORT
AMS Capital Ltda
Quarter ended Q4 2023 · Filed October 19, 2023 · Accession 0001717977-23-000004
Total Value
$90,303
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 56,339 | $17,789 | 19.70% |
| 2 | AMAZON COM INC | AMZN | 109,414 | $13,909 | 15.40% |
| 3 | ALPHABET INC | GOOG | 80,560 | $10,542 | 11.67% |
| 4 | S&P GLOBAL INC | SPGI | 21,130 | $7,721 | 8.55% |
| 5 | META PLATFORMS INC | META | 19,375 | $5,817 | 6.44% |
| 6 | DANAHER CORPORATION | 235851102 | 23,278 | $5,775 | 6.40% |
| 7 | AUTOZONE INC | AZO | 1,996 | $5,070 | 5.61% |
| 8 | SEA LTD | SE | 113,652 | $4,995 | 5.53% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 53,238 | $4,626 | 5.12% |
| 10 | PINDUODUO INC | PDD | 34,031 | $3,337 | 3.70% |
| 11 | NU HLDGS LTD | NU | 408,935 | $2,965 | 3.28% |
| 12 | COUPANG INC | CPNG | 160,525 | $2,729 | 3.02% |
| 13 | APOLLO GLOBAL MGMT INC | 03769M106 | 29,585 | $2,656 | 2.94% |
| 14 | VTEX | VTEX | 471,480 | $2,362 | 2.62% |
| 15 | YANDEX N V | NBIS | 100,000 | $10 | 0.01% |