$121 Million is the total value of VELT Partners Investimentos Ltda.'s 5 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 40.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XP | Buy | XP INCcl a | $64,377,000 | +17.4% | 2,138,757 | +12.1% | 53.07% | +8.2% |
STNE | Buy | STONECO LTD | $21,952,000 | -29.6% | 1,876,208 | +1.4% | 18.10% | -35.2% |
MELI | New | MERCADOLIBRE INC | $17,265,000 | – | 14,515 | +100.0% | 14.23% | – |
LDHAU | Buy | LDH GROWTH CORP Iunit 03/17/2026 | $11,882,000 | +0.8% | 1,206,274 | +1.6% | 9.80% | -7.1% |
Buy | VTEX | $5,836,000 | -41.6% | 948,904 | +1.8% | 4.81% | -46.2% | |
Exit | NU HLDGS LTD | $0 | – | -424,200 | -100.0% | -3.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-03
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.