Q3 2024 |
39 |
$51.1M |
+$22.5M |
-$50.5M |
-$28M |
NGD, STNE, RYTM, LLY, BGNE
|
13F-HR |
10/31/2024, 07:11 PM |
Q2 2024 |
40 |
$78.8M |
+$23.4M |
-$92M |
-$68.5M |
STNE, NU, SPGI, LLY, INCY
|
13F-HR |
8/2/2024, 01:42 PM |
Q1 2024 |
57 |
$149M |
+$89.7M |
-$55.6M |
+$34.1M |
XP, STNE, NU, NGD, RYTM
|
13F-HR |
5/8/2024, 06:02 PM |
Q4 2023 |
53 |
$102M |
+$25M |
-$83.6M |
-$58.6M |
NU, XP, EWZ, SGML, LTHCF
|
13F-HR |
1/19/2024, 05:09 PM |
Q3 2023 |
50 |
$158M |
+$74.8M |
-$53.6M |
+$21.2M |
XP, MELI, SGML, STNE, NU
|
13F-HR |
11/1/2023, 02:56 PM |
Q2 2023 |
59 |
$140M |
+$103M |
-$12.6M |
+$90.2M |
XP, ATVI, SGML, MSFT, LTHCF
|
13F-HR |
8/4/2023, 05:28 PM |
Q1 2023 |
53 |
$28.8M |
$0 |
$0 |
|
ATVI, BMA, BGNE, AZN, IGV
|
13F-HR |
5/5/2023, 03:00 PM |
Q4 2022 |
57 |
$139M |
+$66.1M |
-$41.6M |
+$24.6M |
XP, ATVI, VLATU, STNE, SGML
|
13F-HR |
1/25/2023, 12:55 PM |
Q3 2022 |
50 |
$117M |
+$22.8M |
-$55.4M |
-$32.6M |
XP, SGML, XLE, VLATU, STNE
|
13F-HR |
11/4/2022, 03:01 PM |
Q2 2022 |
55 |
$120M |
+$40M |
-$69.2M |
-$29.2M |
SGML, XP, MELI, XOP, VLATU
|
13F-HR |
8/1/2022, 10:57 AM |
Q1 2022 |
60 |
$172M |
+$69.1M |
-$132M |
-$63.3M |
XP, SGML, SLB, OIH, VLATU
|
13F-HR |
5/5/2022, 02:29 PM |
Q4 2021 |
66 |
$204M |
+$84.6M |
-$147M |
-$62.1M |
SGML, META, PBR, TWTR, XP
|
13F-HR |
2/3/2022, 04:42 PM |
Q3 2021 |
74 |
$265M |
+$112M |
-$102M |
+$10.4M |
SGML, XLE, DISH, XP, ELAN
|
13F-HR |
11/4/2021, 02:34 PM |
Q2 2021 |
68 |
$284M |
+$139M |
-$17.4M |
+$122M |
MELI, STNE, ARCE, DISH, XP
|
13F-HR |
8/9/2021, 12:25 PM |
Q1 2021 |
51 |
$149M |
+$137M |
-$14.3M |
+$122M |
MELI, XP, STNE, PAGS, MYTE
|
13F-HR |
5/11/2021, 11:30 AM |
Q4 2020 |
45 |
$26.6M |
+$4.5M |
-$163M |
-$158M |
MSFT, UNH, ISRG, BGNE, TMO
|
13F-HR |
1/27/2021, 07:50 AM |
Q3 2020 |
61 |
$183M |
+$89.8M |
-$82.6M |
+$7.18M |
MELI, EWZ, VALE, ARCE, CZZ
|
13F-HR |
11/12/2020, 08:26 AM |
Q2 2020 |
60 |
$169M |
+$81.1M |
-$88.5M |
-$7.38M |
VALE, MELI, GOOG, IBB, XP
|
13F-HR |
8/10/2020, 11:23 AM |
Q1 2020 |
55 |
$127M |
+$47.7M |
-$77.6M |
-$29.9M |
MELI, ARCE, VALE, EWZ, STNE
|
13F-HR |
5/7/2020, 02:05 PM |
Q4 2019 |
61 |
$282M |
+$168M |
-$65.3M |
+$103M |
MELI, GDX, EEM, PAGS, XP
|
13F-HR |
1/24/2020, 08:44 AM |
Q3 2019 |
60 |
$180M |
+$104M |
-$34.3M |
+$70M |
MELI, PAGS, WFC, AVP, STNE
|
13F-HR |
10/29/2019, 03:06 PM |
Q2 2019 |
50 |
$115M |
+$60.8M |
-$38.7M |
+$22M |
MELI, VALE, PAGS, AVP, META
|
13F-HR |
7/19/2019, 03:17 PM |
Q1 2019 |
59 |
$88.5M |
+$41.7M |
-$12.9M |
+$28.8M |
EWZ, VALE, MELI, OIBZQ, UNH
|
13F-HR |
4/24/2019, 04:17 PM |
Q4 2018 |
51 |
$55M |
+$46M |
-$12.3M |
+$33.7M |
EWZ, GE, OIBZQ, UNH, BMRN
|
13F-HR |
1/23/2019, 11:33 AM |
Q3 2018 |
19 |
$25.2M |
+$12M |
-$48.4M |
-$36.4M |
OIBZQ, BUD, BRKB, EEM, SGEN
|
13F-HR |
10/25/2018, 09:16 AM |
Q2 2018 |
10 |
$62.5M |
+$54.9M |
-$244M |
-$189M |
EEM, XPH, BUD, BRKB, PBRA
|
13F-HR |
8/10/2018, 03:07 PM |
Q1 2018 |
18 |
$251M |
+$28.5M |
-$115M |
-$86.8M |
SPY, BMA, SMH, KHC, BUD
|
13F-HR |
4/17/2018, 01:23 PM |
Q4 2017 |
19 |
$176M |
+$156M |
-$49.1M |
+$107M |
KHC, BMA, META, LOMA, MT
|
13F-HR |
2/1/2018, 02:47 PM |
Q3 2017 |
22 |
$79.6M |
+$74.2M |
-$6.29M |
+$67.9M |
GGAL, EWZ, KHC, MELI, NGD
|
13F-HR |
11/9/2017, 10:32 AM |
Q2 2017 |
11 |
$11.9M |
+$1.89M |
-$59.4M |
-$57.6M |
INCY, BMRN, CELG, UNH, ALXN
|
13F-HR |
8/4/2017, 03:17 PM |
Q1 2017 |
13 |
$69.1M |
+$44M |
-$55.8M |
-$11.8M |
KHC, BUD, INCY, BMRN, CELG
|
13F-HR |
5/8/2017, 07:57 PM |
Q4 2016 |
39 |
$78.2M |
+$38.6M |
-$13.4M |
+$25.2M |
BUD, CRI, RIO, KHC, CELG
|
13F-HR |
2/13/2017, 08:00 AM |
Q3 2016 |
36 |
$54.4M |
+$17.1M |
-$26.2M |
-$9.1M |
CRI, VFC, KHC, BUD, GOOG
|
13F-HR |
11/9/2016, 12:07 PM |
Q2 2016 |
31 |
$62.9M |
+$31.4M |
-$4.88M |
+$26.5M |
NKE, VFC, GOOG, BUD, KHC
|
13F-HR |
8/12/2016, 11:13 AM |
Q1 2016 |
30 |
$37.2M |
+$14.7M |
-$93M |
-$78.3M |
GOOG, AGN, KHC, BIIB, GILD
|
13F-HR |
5/12/2016, 10:01 AM |
Q4 2015 |
28 |
$118M |
+$62.7M |
-$83.5M |
-$20.8M |
MCO, VFC, AGN, CRI, BIIB
|
13F-HR |
2/16/2016, 07:34 AM |
Q3 2015 |
24 |
$137M |
+$95.8M |
-$45.2M |
+$50.5M |
GOOG, VFC, CRI, V, BIIB
|
13F-HR |
11/4/2015, 03:41 PM |
Q2 2015 |
20 |
$88.2M |
+$38.4M |
-$35.8M |
+$2.54M |
VFC, GOOGL, BUD, GOOG, MCO
|
13F-HR |
8/6/2015, 02:40 PM |
Q1 2015 |
27 |
$84.5M |
+$34M |
-$236M |
-$202M |
VFC, CRI, BUD, WFC, TM
|
13F-HR |
5/12/2015, 07:40 AM |
Q4 2014 |
30 |
$270M |
$0 |
$0 |
|
MMM, YPF, VFC, BBAR, BUD
|
Restatement |
2/3/2015, 04:03 PM |