$37 Million is the total value of Kiron Capital Gestao de Recursos Ltda.'s 8 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XP | Buy | XP INCcl a | $23,083,000 | -37.2% | 1,285,200 | +5.2% | 62.40% | +5.5% |
| MELI | Sell | MERCADOLIBRE INC | $10,346,000 | -49.5% | 16,244 | -5.7% | 27.97% | -15.2% |
| ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $897,000 | -31.2% | 209,532 | -8.2% | 2.42% | +15.5% |
| Sell | VTEX | $819,000 | -53.2% | 265,667 | -6.5% | 2.21% | -21.3% | |
| SUZ | Sell | SUZANO S Aspon ads | $632,000 | -28.3% | 66,566 | -12.3% | 1.71% | +20.4% |
| CSAN | Sell | COSAN S Aads | $587,000 | -38.4% | 42,182 | -12.3% | 1.59% | +3.5% |
| EBR | New | CENTRAIS ELETRICAS BRASILEIRsponsored adr | $478,000 | – | 53,854 | +100.0% | 1.29% | – |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $148,000 | – | 13,845 | +100.0% | 0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-28
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.