$126 Million is the total value of VELT Partners Investimentos Ltda.'s 5 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STNE | Sell | STONECO LTD | $45,695,000 | +26.1% | 1,178,909 | -29.2% | 36.39% | +26.2% |
| XP | Sell | XP INCcl a | $28,719,000 | -1.5% | 683,613 | -54.8% | 22.87% | -1.4% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $21,936,000 | +31.4% | 444,948 | +17.6% | 17.47% | +31.5% |
| CZZ | Sell | COSAN S A | $14,634,000 | +2.2% | 971,739 | -16.5% | 11.66% | +2.3% |
| MELI | Sell | MERCADOLIBRE INC | $14,581,000 | -45.8% | 14,791 | -73.2% | 11.61% | -45.8% |
| DESP | Exit | DESPEGAR COM CORP | $0 | – | -407,254 | -100.0% | -1.84% | – |
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.