Constellation Investimentos e Participacoes Ltda - Q4 2020 holdings

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$513 Million is the total value of Constellation Investimentos e Participacoes Ltda's 7 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 16.7% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
STNE BuySTONECO LTD$226,164,000
+71.8%
2,694,990
+8.3%
44.07%
+26.1%
MELI SellMERCADOLIBRE INC$156,734,000
+37.1%
93,560
-11.4%
30.54%
+0.7%
XP BuyXP INCcl a$127,308,000
-0.9%
3,209,178
+4.2%
24.81%
-27.2%
PYPL SellPAYPAL HLDGS INC$1,307,000
+13.4%
5,580
-4.6%
0.26%
-16.7%
AMZN  AMAZON COM INC$749,000
+3.5%
2300.0%0.15%
-24.0%
V BuyVISA INC$724,000
+29.7%
3,310
+18.6%
0.14%
-4.7%
SHOP NewSHOPIFY INCcl a$215,000–190
+100.0%
0.04%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-02-28
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MERCADOLIBRE INC19Q3 202397.7%
VISA INC13Q3 20231.0%
XP INC12Q3 202253.9%
STONECO LTD8Q3 202144.1%
SHOPIFY INC8Q2 20230.5%
DLOCAL LTD6Q4 20220.4%
PAYPAL HLDGS INC6Q3 20210.4%
PAGSEGURO DIGITAL LTD4Q4 201953.7%
PETROLEO BRASILEIRO SA PETRO4Q4 201911.3%
NOW INC4Q3 20230.5%

View Constellation Investimentos e Participacoes Ltda's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-08
13F-HR2023-11-06
13F-HR2023-08-02
13F-HR2023-05-10
13F-HR2023-02-14
13F-HR2022-10-31
13F-HR2022-08-01
13F-HR2022-05-16
13F-HR2022-02-28
13F-HR2022-02-28

View Constellation Investimentos e Participacoes Ltda's complete filings history.

All filings

View complete filings history.

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