AMS Capital Ltda Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$264.8M
Holdings
16
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 84,223 | $41.9M | 15.82% | |
| 2 | IVVISHARES TR | 56,983 | $35.4M | 13.36% | |
| 3 | AMZNAMAZON COM INC | 146,251 | $32.1M | 12.12% | |
| 4 | METAMETA PLATFORMS INC | 45,414 | $29.1M | 11.00% | |
| 5 | NUNU HLDGS LTD | 2,116,902 | $29.0M | 10.97% | |
| 6 | VVISA INC | 42,506 | $15.1M | 5.70% | |
| 7 | T7DTRANSDIGM GROUP INC | 9,693 | $14.7M | 5.57% | |
| 8 | CPNGCOUPANG INC | 407,493 | $12.2M | 4.61% | |
| 9 | NVDANVIDIA CORPORATION | 60,746 | $9.6M | 3.62% | |
| 10 | VTEXVTEX | 1,420,929 | $9.4M | 3.54% | |
| 11 | PDDPINDUODUO INC | 76,996 | $8.1M | 3.04% | |
| 12 | ADBEADOBE SYSTEMS INCORPORATED | 19,835 | $7.7M | 2.90% | |
| 13 | SPGIS&P GLOBAL INC | 13,051 | $6.9M | 2.60% | |
| 14 | MLB1MERCADOLIBRE INC | 2,185 | $5.7M | 2.16% | |
| 15 | GOOGLALPHABET INC | 22,500 | $4.0M | 1.50% | |
| 16 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 17,312 | $3.9M | 1.48% |