$169 Million is the total value of VELT Partners Investimentos Ltda.'s 4 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STNE | Buy | STONECO LTD | $81,117,000 | -25.0% | 1,325,008 | +2.5% | 48.05% | -17.6% |
| MELI | Buy | MERCADOLIBRE INC | $56,374,000 | -3.6% | 38,294 | +9.7% | 33.39% | +6.0% |
| XP | Buy | XP INCcl a | $19,357,000 | +2.3% | 513,845 | +7.7% | 11.46% | +12.3% |
| LDHAU | New | LDH GROWTH CORP Iunit 03/17/2026 | $11,982,000 | – | 1,183,956 | +100.0% | 7.10% | – |
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.