13F HOLDINGS REPORT
AMS Capital Ltda
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001717977-25-000005
Total Value
$264,754
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 84,223 | $41,893 | 15.82% |
| 2 | ISHARES TR | 464287200 | 56,983 | $35,381 | 13.36% |
| 3 | AMAZON COM INC | AMZN | 146,251 | $32,086 | 12.12% |
| 4 | META PLATFORMS INC | META | 45,414 | $29,124 | 11.00% |
| 5 | NU HLDGS LTD | NU | 2,116,902 | $29,044 | 10.97% |
| 6 | VISA INC | V | 42,506 | $15,092 | 5.70% |
| 7 | TRANSDIGM GROUP INC | TDG | 9,693 | $14,740 | 5.57% |
| 8 | COUPANG INC | CPNG | 407,493 | $12,208 | 4.61% |
| 9 | NVIDIA CORPORATION | NVDA | 60,746 | $9,597 | 3.62% |
| 10 | VTEX | VTEX | 1,420,929 | $9,378 | 3.54% |
| 11 | PINDUODUO INC | PDD | 76,996 | $8,058 | 3.04% |
| 12 | ADOBE SYSTEMS INCORPORATED | ADBE | 19,835 | $7,674 | 2.90% |
| 13 | S&P GLOBAL INC | SPGI | 13,051 | $6,882 | 2.60% |
| 14 | MERCADOLIBRE INC | MELI | 2,185 | $5,711 | 2.16% |
| 15 | ALPHABET INC | GOOG | 22,500 | $3,965 | 1.50% |
| 16 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 17,312 | $3,921 | 1.48% |