$62.8 Million is the total value of VELT Partners Investimentos Ltda.'s 3 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | Sell | MERCADOLIBRE INC | $34,196,000 | +21.4% | 41,310 | -6.6% | 54.45% | +109.7% |
| XP | Sell | XP INCcl a | $23,688,000 | -53.6% | 1,246,079 | -56.2% | 37.72% | -19.9% |
| Sell | VTEX | $4,921,000 | +8.2% | 1,330,023 | -10.0% | 7.84% | +86.8% | |
| LDHAU | Exit | LDH GROWTH CORP Iunit 03/17/2026 | $0 | – | -1,168,281 | -100.0% | -10.55% | – |
| STNE | Exit | STONECO LTD | $0 | – | -1,719,208 | -100.0% | -12.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-08
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.