$132 Million is the total value of Kiron Capital Gestao de Recursos Ltda.'s 6 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XP | Buy | XP INCcl a | $58,696,000 | +58.6% | 1,347,782 | +40.9% | 44.63% | -4.7% |
| MELI | Buy | MERCADOLIBRE INC | $40,358,000 | +188.3% | 25,907 | +180.6% | 30.69% | +73.2% |
| STNE | Buy | STONECO LTD | $29,973,000 | +30.3% | 446,954 | +21.1% | 22.79% | -21.7% |
| CSAN | Sell | COSAN S Aads | $1,064,000 | -46.8% | 55,912 | -10.1% | 0.81% | -68.0% |
| SUZ | SUZANO S Aspon ads | $985,000 | -1.5% | 81,754 | 0.0% | 0.75% | -40.8% | |
| GGB | Sell | GERDAU SAspon adr rep pfd | $438,000 | -56.2% | 74,203 | -41.9% | 0.33% | -73.7% |
| PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -41,055 | -100.0% | -1.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| XP INC | 8 | Q3 2022 | 62.4% |
| MERCADOLIBRE INC | 7 | Q3 2022 | 35.1% |
| COSAN S A | 7 | Q3 2022 | 2.5% |
| SUZANO S A | 7 | Q2 2022 | 1.7% |
| VTEX | 5 | Q3 2022 | 7.0% |
| STONECO LTD | 4 | Q3 2021 | 29.1% |
| ITAU UNIBANCO HLDG S A | 4 | Q3 2022 | 2.6% |
| PETROLEO BRASILEIRO SA PETRO | 4 | Q3 2022 | 1.7% |
| GERDAU SA | 4 | Q3 2021 | 1.3% |
| CENTRAIS ELETRICAS BRASILEIR | 2 | Q3 2022 | 2.1% |
View Kiron Capital Gestao de Recursos Ltda.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-31 |
| 13F-HR | 2021-11-05 |
| 13F-HR | 2021-08-05 |
| 13F-HR | 2021-08-03 |
| 13F-HR | 2021-08-03 |
View Kiron Capital 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.