$62.1 Million is the total value of Kiron Capital Gestao de Recursos Ltda.'s 6 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XP | Sell | XP INCcl a | $36,762,000 | +0.3% | 1,221,300 | -4.2% | 59.16% | +2.3% |
| MELI | Buy | MERCADOLIBRE INC | $20,488,000 | -2.9% | 17,224 | +10.1% | 32.97% | -1.0% |
| Buy | VTEX | $1,749,000 | -41.9% | 284,267 | +1.3% | 2.82% | -40.7% | |
| ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $1,304,000 | +50.9% | 228,232 | -0.9% | 2.10% | +53.9% |
| CSAN | COSAN S Aads | $953,000 | +26.4% | 48,082 | 0.0% | 1.53% | +28.9% | |
| SUZ | Sell | SUZANO S Aspon ads | $882,000 | -9.6% | 75,866 | -16.0% | 1.42% | -7.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
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.