Constellation Investimentos e Participacoes Ltda - Q1 2022 holdings

$232 Million is the total value of Constellation Investimentos e Participacoes Ltda's 7 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 62.5% .

 Value Shares↓ Weighting
XP SellXP INCcl a$110,591,000
-18.4%
3,674,134
-22.1%
47.70%
-5.9%
MELI SellMERCADOLIBRE INC$87,467,000
-20.4%
73,534
-9.8%
37.73%
-8.1%
VALE NewVALE S Asponsored ads$22,569,0001,129,000
+100.0%
9.73%
EWZ BuyISHARES INCmsci brazil etf$9,203,000
+108.8%
243,400
+55.0%
3.97%
+141.0%
V BuyVISA INC$1,129,000
+6.3%
5,089
+3.7%
0.49%
+22.7%
SHOP SellSHOPIFY INCcl a$522,000
-61.5%
772
-21.5%
0.22%
-55.5%
NOW NewSERVICENOW INC$369,000662
+100.0%
0.16%
FB ExitMETA PLATFORMS INCcl a$0-1,990
-100.0%
-0.25%
DLO ExitDLOCAL LTD$0-26,013
-100.0%
-0.35%
ExitVTEX$0-1,276,109
-100.0%
-5.11%
Original filings

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

  • View 13F-HR filed 2022-05-16
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.

Export Constellation Investimentos e Participacoes Ltda's holdings