13F HOLDINGS REPORT
AMS Capital Ltda
Quarter ended Q4 2024 · Filed January 30, 2025 · Accession 0001717977-25-000001
Total Value
$198,894
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 147,413 | $32,341 | 16.26% |
| 2 | MICROSOFT CORP | MSFT | 63,739 | $26,866 | 13.51% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 129,230 | $25,522 | 12.83% |
| 4 | META PLATFORMS INC | META | 42,684 | $24,992 | 12.57% |
| 5 | NU HLDGS LTD | NU | 1,462,977 | $15,156 | 7.62% |
| 6 | PROGRESSIVE CORP | 743315103 | 47,645 | $11,416 | 5.74% |
| 7 | VISA INC | V | 29,176 | $9,221 | 4.64% |
| 8 | S&P GLOBAL INC | SPGI | 18,374 | $9,151 | 4.60% |
| 9 | TRANSDIGM GROUP INC | TDG | 6,892 | $8,734 | 4.39% |
| 10 | VTEX | VTEX | 1,121,473 | $6,605 | 3.32% |
| 11 | PINDUODUO INC | PDD | 57,622 | $5,589 | 2.81% |
| 12 | BROOKFIELD CORP | 11271J107 | 96,210 | $5,529 | 2.78% |
| 13 | NVIDIA CORPORATION | NVDA | 41,147 | $5,526 | 2.78% |
| 14 | COUPANG INC | CPNG | 236,914 | $5,207 | 2.62% |
| 15 | WORKDAY INC | WDAY | 14,275 | $3,683 | 1.85% |
| 16 | BROADCOM INC | AVGO | 14,474 | $3,356 | 1.69% |