$119 Million is the total value of Constellation Investimentos e Participacoes Ltda's 5 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 50.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MELI | Buy | MERCADOLIBRE INC | $112,721,809 | +67.9% | 85,521 | +7.8% | 94.83% | -2.9% |
New | AMBIPAR EMERGENCY RESPONSE | $4,725,666 | – | 574,200 | +100.0% | 3.98% | – | |
Buy | CI&T INC | $358,844 | -2.7% | 65,126 | +14.7% | 0.30% | -43.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MERCADOLIBRE INC | 19 | Q3 2023 | 97.7% |
VISA INC | 13 | Q3 2023 | 1.0% |
XP INC | 12 | Q3 2022 | 53.9% |
STONECO LTD | 8 | Q3 2021 | 44.1% |
SHOPIFY INC | 8 | Q2 2023 | 0.5% |
DLOCAL LTD | 6 | Q4 2022 | 0.4% |
PAYPAL HLDGS INC | 6 | Q3 2021 | 0.4% |
PAGSEGURO DIGITAL LTD | 4 | Q4 2019 | 53.7% |
PETROLEO BRASILEIRO SA PETRO | 4 | Q4 2019 | 11.3% |
NOW INC | 4 | Q3 2023 | 0.5% |
View Constellation Investimentos e Participacoes Ltda's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-08 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-14 |
13F-HR | 2022-10-31 |
13F-HR | 2022-08-01 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-28 |
View Constellation Investimentos e Participacoes 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.