$126 Million is the total value of VELT Partners Investimentos Ltda.'s 6 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STNE | Buy | STONECO LTD | $36,234,000 | +62.8% | 1,664,409 | +198.1% | 28.84% | +93.1% |
| XP | Buy | XP INCcl a | $29,153,000 | +1.7% | 1,511,283 | +101.5% | 23.21% | +20.7% |
| MELI | Sell | MERCADOLIBRE INC | $26,922,000 | -55.0% | 55,102 | -47.3% | 21.43% | -46.6% |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $16,693,000 | – | 378,348 | +100.0% | 13.29% | – |
| CZZ | Sell | COSAN S A | $14,312,000 | -56.9% | 1,163,539 | -20.0% | 11.39% | -48.9% |
| DESP | Buy | DESPEGAR COM CORP | $2,309,000 | -55.0% | 407,254 | +7.0% | 1.84% | -46.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-19
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.