$185 Million is the total value of BC Gestao de Recursos Ltda.'s 3 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | Buy | MERCADOLIBRE INC | $114,265,000 | +20.3% | 73,351 | +13.6% | 61.93% | +13.7% |
| XP | Buy | XP INCcl a | $66,782,000 | +43.9% | 1,533,461 | +24.4% | 36.20% | +36.1% |
| LDHAU | Sell | LDH GROWTH CORP Iunit 03/17/2026 | $3,456,000 | -7.6% | 345,600 | -6.5% | 1.87% | -12.6% |
| STNE | Exit | STONECO LTD | $0 | – | -478,809 | -100.0% | -16.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MERCADOLIBRE INC | 7 | Q2 2022 | 79.1% |
| XP INC | 6 | Q1 2022 | 43.4% |
| LDH GROWTH CORP I | 5 | Q1 2022 | 3.4% |
| STONECO LTD | 4 | Q3 2023 | 100.0% |
| INTER & CO INC | 2 | Q3 2022 | 100.0% |
| NA | 2 | Q1 2023 | 0.0% |
| COSAN LTD | 1 | Q4 2020 | 40.2% |
| CI&T INC | 1 | Q3 2023 | 26.9% |
View BC Gestao de Recursos Ltda.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Cosan Ltd. | January 29, 2021 | 6,044,679 | 4.8% |
View BC Gestao de Recursos Ltda.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G/A | 2024-02-29 |
| 13F-HR | 2023-11-13 |
| SC 13G | 2023-08-31 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-10 |
View BC Gestao de Recursos 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.