AMS Capital Ltda: 13F holdings
CIK 17179772026Q2
| Positions | 14 |
|---|
| Reported value | $290.9m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 14 (-1 vs prior quarter) |
|---|
| Reported value | $290.9m (+13.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 65,702 | $49.2m | 16.9% |
| AMZN AMAZON COM INC | 149,510 | $35.6m | 12.2% |
| NVDA NVIDIA CORPORATION | 173,181 | $34.7m | 11.9% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 61,210 | $29.2m | 10.0% |
| GOOGL ALPHABET INC | 80,513 | $28.8m | 9.9% |
| NU HLDGS LTD | 1,673,973 | $22.4m | 7.7% |
| MSFT MICROSOFT CORP | 50,569 | $18.9m | 6.5% |
| V VISA INC | 46,857 | $16.1m | 5.5% |
| META META PLATFORMS INC | 23,485 | $13.2m | 4.5% |
| MELI MERCADOLIBRE INC | 7,659 | $13.0m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1717977")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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