TB Capital Gestao de Recursos Ltda.: 13F holdings
CIK 20770922026Q2
| Positions | 19 |
|---|
| Reported value | $182.7m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 19 (+2 vs prior quarter) |
|---|
| Reported value | $182.7m (+11.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BKNG BOOKING HOLDINGS INC | 127,517 | $22.7m | 12.4% |
| ABNB AIRBNB INC | 129,575 | $18.5m | 10.1% |
| NU HLDGS LTD | 1,256,844 | $16.8m | 9.2% |
| DLOCAL LTD | 1,112,612 | $14.5m | 7.9% |
| SAP SAP SE | 91,841 | $14.2m | 7.7% |
| CPNG COUPANG INC | 717,205 | $12.5m | 6.8% |
| APO APOLLO GLOBAL MGMT INC | 97,952 | $11.6m | 6.3% |
| SPGI S&P GLOBAL INC | 26,027 | $10.6m | 5.8% |
| V VISA INC | 30,693 | $10.5m | 5.8% |
| MSFT MICROSOFT CORP | 23,926 | $8.9m | 4.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2077092")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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