Q3 2024 |
6 |
$427M |
+$2.48M |
-$210M |
-$208M |
NU, MELI, VTEX, VALE, RIO
|
13F-HR |
11/14/2024, 05:02 PM |
Q2 2024 |
6 |
$574M |
$0 |
-$65.6M |
-$65.6M |
NU, MELI, VTEX, VALE, RIO
|
13F-HR |
8/14/2024, 04:47 PM |
Q1 2024 |
6 |
$609M |
+$88.6M |
-$139M |
-$50.7M |
NU, MELI, VTEX, VALE, RIO
|
13F-HR |
5/15/2024, 04:21 PM |
Q4 2023 |
20 |
$561M |
+$36.9M |
-$545M |
-$508M |
NU, MELI, NTCOY, VTEX, VALE
|
13F-HR |
2/14/2024, 05:01 PM |
Q3 2023 |
20 |
$921M |
+$152M |
-$195M |
-$43.5M |
NU, WALD, MELI, VALE, NTCOY
|
Restatement |
11/16/2023, 06:38 PM |
Q2 2023 |
1 |
$187M |
$0 |
$0 |
|
MELI
|
New Holdings |
8/31/2023, 06:55 PM |
Q2 2023 |
21 |
$835M |
+$97.4M |
-$85.8M |
+$11.6M |
MELI, NU, NTCOY, APPF, LIN
|
Restatement |
8/31/2023, 06:52 PM |
Q1 2023 |
17 |
$840M |
+$260M |
-$257M |
+$3.05M |
MELI, WALD, NU, NTCOY, TPX
|
13F-HR |
5/15/2023, 09:51 AM |
Q4 2022 |
15 |
$742M |
+$90.4M |
-$145M |
-$54.7M |
WALD, TPX, BUD, NTCOY, MELI
|
Restatement |
6/14/2023, 05:08 PM |
Q3 2022 |
15 |
$452M |
+$36.3M |
-$74.6M |
-$38.4M |
NTCOY, APPF, VALE, BUD, MELI
|
Restatement |
6/14/2023, 05:05 PM |
Q2 2022 |
17 |
$636M |
+$126M |
-$85.2M |
+$40.9M |
TPX, NTCOY, APPF, VALE, BUD
|
Restatement |
6/14/2023, 05:02 PM |
Q1 2022 |
17 |
$856M |
+$119M |
-$140M |
-$20.5M |
NTCOY, TPX, BUD, APPF, MELI
|
Restatement |
6/14/2023, 05:00 PM |
Q4 2021 |
21 |
$963M |
+$126M |
-$51.2M |
+$74.7M |
TPX, NTCOY, APPF, BUD, VALE
|
13F-HR |
2/11/2022, 03:32 PM |
Q3 2021 |
22 |
$1B |
+$84M |
-$193M |
-$109M |
TPX, NTCOY, APPF, MELI, BUD
|
13F-HR |
11/10/2021, 07:02 PM |
Q2 2021 |
22 |
$1.21B |
+$135M |
-$195M |
-$60.2M |
NTCOY, TPX, VALE, GOOG, APPF
|
13F-HR |
8/12/2021, 09:04 AM |
Q1 2021 |
21 |
$903M |
+$158M |
-$416M |
-$258M |
VALE, TPX, MELI, APPF, GOOG
|
13F-HR |
5/14/2021, 12:57 PM |
Q4 2020 |
20 |
$1.37B |
+$76.7M |
-$43.7M |
+$33M |
NTCOY, TPX, VALE, MELI, CZZ
|
13F-HR |
2/16/2021, 10:41 AM |
Q3 2020 |
19 |
$325M |
$0 |
$0 |
|
MELI, CZZ, XP, LOMA, BBD
|
13F-HR |
11/16/2020, 01:55 PM |
Q2 2020 |
16 |
$295M |
$0 |
$0 |
|
MELI, CZZ, LOMA, XP, BBD
|
13F-HR |
8/14/2020, 01:03 PM |
Q1 2020 |
20 |
$166M |
$0 |
$0 |
|
MELI, CZZ, STNE, LOMA, BBD
|
13F-HR |
5/15/2020, 04:04 PM |
Q4 2019 |
14 |
$611M |
$0 |
$0 |
|
MELI, AVP, CZZ, GTX, LOMA
|
13F-HR |
2/14/2020, 06:21 AM |
Q3 2019 |
10 |
$499M |
$0 |
$0 |
|
MELI, AVP, CZZ, LOMA, VALE
|
13F-HR |
11/14/2019, 04:03 PM |
Q2 2019 |
10 |
$421M |
$0 |
$0 |
|
MELI, AVP, CZZ, VALE
|
13F-HR |
8/13/2019, 08:25 PM |
Q1 2019 |
9 |
$675M |
+$71.9M |
-$128M |
-$56.3M |
MELI, LIN, TPX, CZZ, EA
|
13F-HR |
5/14/2019, 04:01 PM |
Q4 2018 |
9 |
$538M |
+$240M |
-$181M |
+$58.9M |
LIN, MELI, TPX, CZZ, KHC
|
13F-HR |
2/13/2019, 09:40 PM |
Q3 2018 |
8 |
$538M |
+$5.49M |
-$65.8M |
-$60.4M |
TPX, MELI, PX, KHC, SPB
|
13F-HR |
11/13/2018, 04:03 PM |
Q2 2018 |
8 |
$602M |
+$59.8M |
-$3.56M |
+$56.2M |
PX, TPX, MELI, KHC, SPB
|
13F-HR |
8/14/2018, 09:28 AM |
Q1 2018 |
8 |
$532M |
+$20.2M |
-$114M |
-$93.5M |
PX, TPX, MELI, SPB, KHC
|
13F-HR |
5/15/2018, 10:41 AM |
Q4 2017 |
10 |
$689M |
+$13.5M |
-$71.6M |
-$58.1M |
PX, TPX, MELI, KHC, SPB
|
13F-HR |
2/14/2018, 09:18 AM |
Q3 2017 |
11 |
$690M |
+$53.7M |
-$76.4M |
-$22.7M |
PX, TPX, MELI, KHC, SPB
|
13F-HR |
11/14/2017, 03:01 PM |
Q2 2017 |
11 |
$697M |
+$81.3M |
-$152M |
-$70.9M |
PX, TPX, SPB, COTY, KHC
|
13F-HR |
8/14/2017, 11:38 AM |
Q1 2017 |
12 |
$735M |
+$53.4M |
-$34.3M |
+$19.1M |
PX, TPX, COTY, SPB, KHC
|
13F-HR |
5/15/2017, 11:13 AM |
Q4 2016 |
12 |
$748M |
+$224M |
-$47M |
+$177M |
TPX, PX, COTY, SPB, KHC
|
13F-HR |
1/26/2017, 04:43 PM |
Q3 2016 |
12 |
$554M |
+$65.3M |
-$56M |
+$9.27M |
TPX, PX, HRG, KHC, SIG
|
13F-HR |
11/8/2016, 11:08 AM |
Q2 2016 |
9 |
$523M |
+$50.8M |
-$45.3M |
+$5.53M |
TPX, KHC, HRG, PX, SIG
|
13F-HR |
8/5/2016, 10:41 AM |
Q1 2016 |
12 |
$540M |
+$108M |
-$7.73M |
+$99.8M |
TPX, KHC, HRG, PX, SIG
|
13F-HR |
5/13/2016, 12:08 PM |
Q4 2015 |
13 |
$434M |
+$150M |
-$55.9M |
+$94.3M |
TPX, HRG, KHC, PX, SIG
|
13F-HR |
1/28/2016, 06:24 PM |
Q3 2015 |
13 |
$335M |
+$182M |
-$211M |
-$29.1M |
TPX, COTY, KHC, HRG, SPB
|
13F-HR |
11/16/2015, 06:24 AM |
Q2 2015 |
9 |
$388M |
+$110M |
-$91.9M |
+$18.6M |
COTY, KRFT, HRG, TPX, MDLZ
|
13F-HR |
8/6/2015, 09:49 AM |
Q1 2015 |
9 |
$336M |
+$71.9M |
-$29M |
+$42.9M |
COTY, KRFT, SIX, MDLZ, HRG
|
13F-HR |
4/27/2015, 10:09 AM |
Q4 2014 |
9 |
$280M |
+$29.7M |
-$58.7M |
-$29M |
COTY, MDLZ, SIX, HRG, PACD
|
13F-HR |
2/5/2015, 10:22 AM |
Q3 2014 |
10 |
$286M |
+$39.3M |
-$81.5M |
-$42.2M |
COTY, MDLZ, PACD, BUD, SIX
|
13F-HR |
11/13/2014, 04:59 PM |
Q2 2014 |
11 |
$368M |
+$80M |
-$458K |
+$79.6M |
COTY, MDLZ, TPX, BUD, PACD
|
13F-HR |
8/18/2014, 06:00 PM |
Q1 2014 |
10 |
$268M |
+$50.2M |
-$30.1M |
+$20.1M |
COTY, MDLZ, PACD, BUD, TPX
|
13F-HR |
5/14/2014, 06:17 PM |
Q4 2013 |
11 |
$256M |
$0 |
$0 |
|
COTY, MDLZ, PACD, BUD, SIG
|
13F-HR |
2/13/2014, 05:22 PM |