VELT Partners Investimentos Ltda.

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$141 Million is the total value of VELT Partners Investimentos Ltda.'s 4 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 20.0% .

All

			Value		Shares		↓ Weighting
STNE	Buy	STONECO LTD	$65,732,000	+43.8%	1,242,809	+5.4%	46.55%	+27.9%
MELI	Buy	MERCADOLIBRE INC	$36,363,000	+149.4%	33,592	+127.1%	25.75%	+121.8%
BUD	Sell	ANHEUSER BUSCH INBEV SA/NVsponsored adr	$23,726,000	+8.2%	440,348	-1.0%	16.80%	-3.8%
XP	Sell	XP INCcl a	$15,395,000	-46.4%	369,285	-46.0%	10.90%	-52.3%
CZZ	Exit	COSAN S A	$0	–	-971,739	-100.0%	-11.66%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2021-08-19

Signatures

The EDGAR filing(s) were signed by:

Marta Racy Kheirallah — Director

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)

VELT Partners Investimentos Ltda. Q3 2020 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	Filed	Shares	Percentage
LDH Growth Corp I^{Sold 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

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