$108 Million is the total value of VELT Partners Investimentos Ltda.'s 5 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XP | Buy | XP INCcl a | $51,070,000 | -20.7% | 2,843,533 | +33.0% | 47.08% | -11.3% |
MELI | Buy | MERCADOLIBRE INC | $28,169,000 | +63.2% | 44,230 | +204.7% | 25.97% | +82.5% |
STNE | Sell | STONECO LTD | $13,238,000 | -39.7% | 1,719,208 | -8.4% | 12.20% | -32.6% |
LDHAU | Sell | LDH GROWTH CORP Iunit 03/17/2026 | $11,449,000 | -3.6% | 1,168,281 | -3.1% | 10.55% | +7.7% |
Buy | VTEX | $4,550,000 | -22.0% | 1,477,123 | +55.7% | 4.19% | -12.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-04
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.