$99 Million is the total value of BC Gestao de Recursos Ltda.'s 3 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MELI | Buy | MERCADOLIBRE INC | $68,926,000 | +11.4% | 57,946 | +26.2% | 69.62% | +29.8% |
| XP | Sell | XP INCcl a | $26,678,000 | -46.7% | 886,311 | -49.1% | 26.95% | -37.9% |
| LDHAU | Sell | LDH GROWTH CORP Iunit 03/17/2026 | $3,402,000 | -0.9% | 345,333 | -0.1% | 3.44% | +15.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
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.