$30 Million is the total value of VELT Partners Investimentos Ltda.'s 4 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 33.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MELI | Buy | MERCADOLIBRE INC | $22,026,879 | +30.6% | 17,373 | +22.0% | 73.54% | -3.0% |
STNE | New | STONECO LTD | $4,012,421 | – | 376,047 | +100.0% | 13.40% | – |
Sell | NU HLDGS LTD | $2,549,825 | -9.6% | 351,700 | -1.6% | 8.51% | -32.9% | |
Sell | VTEX | $1,364,413 | -46.8% | 272,338 | -49.0% | 4.56% | -60.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MERCADOLIBRE INC | 15 | Q3 2023 | 86.2% |
STONECO LTD | 12 | Q3 2023 | 58.3% |
XP INC | 12 | Q3 2022 | 53.1% |
VTEX | 9 | Q3 2023 | 22.7% |
LDH GROWTH CORP I | 6 | Q2 2022 | 10.6% |
ANHEUSER BUSCH INBEV SA/NV | 3 | Q3 2020 | 17.5% |
COSAN S A | 3 | Q2 2020 | 22.3% |
NU HLDGS LTD | 3 | Q3 2023 | 12.7% |
DESPEGAR COM CORP | 2 | Q1 2020 | 3.4% |
View VELT Partners Investimentos Ltda.'s complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
LDH Growth Corp ISold out | July 08, 2022 | 0 | 0.0% |
View VELT Partners Investimentos Ltda.'s complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2024-02-14 |
13F-HR/A | 2024-02-14 |
13F-HR/A | 2024-02-14 |
13F-HR | 2023-11-09 |
13F-HR | 2023-07-31 |
13F-HR | 2023-04-27 |
13F-HR | 2023-01-31 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-04 |
SC 13G/A | 2022-07-08 |
View VELT Partners 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.