$48.3 Million is the total value of Turim 21 Investimentos Ltda.'s 26 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MA | New | MASTERCARD INCcl a | $3,960,000 | – | 16,395 | +100.0% | 8.19% | – |
| DIS | New | WALT DISNEY | $3,472,000 | – | 35,938 | +100.0% | 7.18% | – |
| STNE | New | STONECO LTD-A | $2,393,000 | – | 109,900 | +100.0% | 4.95% | – |
| SBUX | New | STARBUCKS CORP | $1,700,000 | – | 25,861 | +100.0% | 3.52% | – |
| NVDA | New | NVIDIA CORPORATION | $922,000 | – | 3,496 | +100.0% | 1.91% | – |
| JPST | New | JPMORGAN ULTRA-SHORT INCOME | ETFultra shrt inc | $540,000 | – | 10,893 | +100.0% | 1.12% | – |
| MINT | New | PIMCO ENHANCED SHORT MATURIT | ETFenhan shrt ma ac | $534,000 | – | 5,408 | +100.0% | 1.10% | – |
| VALE | New | VALE SA-SP ADRadr | $319,000 | – | 38,443 | +100.0% | 0.66% | – |
| KO | New | COCA-COLA | $286,000 | – | 6,462 | +100.0% | 0.59% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS-Acl a | $132,000 | – | 901 | +100.0% | 0.27% | – |
| DIA | New | SPDR DJIA TRUST ETFut ser 1 | $19,000 | – | 86 | +100.0% | 0.04% | – |
| NKE | New | NIKE INCcl b | $3,000 | – | 38 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ANHEUSER-BUSCH INBEV NV | 24 | Q3 2023 | 19.4% |
| ALPHABET INC-CL C | 24 | Q3 2023 | 16.1% |
| MICROSOFT CORP | 24 | Q3 2023 | 8.7% |
| APPLE INC | 24 | Q3 2023 | 13.7% |
| PETROLEO BRASILEIRO SA PETRO | 24 | Q3 2023 | 17.8% |
| PFIZER INC | 24 | Q3 2023 | 0.5% |
| JOHNSON & JOHNSON | 24 | Q3 2023 | 0.3% |
| TOTAL SA-SPON ADR | 24 | Q3 2023 | 0.1% |
| ISHARES MSCI BRAZIL CAPPED ETF | 22 | Q3 2023 | 60.8% |
| SPDR S&P 500 ETF TRUST | 22 | Q3 2023 | 45.7% |
View Turim 21 Investimentos Ltda.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View Turim 21 Investimentos Ltda.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.