AMS Capital Ltda Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$258.5M
Holdings
14
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 156,405 | $36.1M | 13.97% | |
| 2 | MSFTMICROSOFT CORP | 72,609 | $35.1M | 13.59% | |
| 3 | IVVISHARES TR | 49,414 | $33.8M | 13.09% | |
| 4 | METAMETA PLATFORMS INC | 50,141 | $33.1M | 12.81% | |
| 5 | NUNU HLDGS LTD | 1,846,332 | $30.9M | 11.96% | |
| 6 | MLB1MERCADOLIBRE INC | 12,235 | $24.6M | 9.53% | |
| 7 | CPNGCOUPANG INC | 706,616 | $16.7M | 6.45% | |
| 8 | VVISA INC | 31,483 | $11.0M | 4.27% | |
| 9 | EMBJEMBRAER S.A. | 157,258 | $10.1M | 3.92% | |
| 10 | INTAINTAPP INC | 176,619 | $8.1M | 3.13% | |
| 11 | NVDANVIDIA CORPORATION | 35,068 | $6.5M | 2.53% | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 14,090 | $4.3M | 1.66% | |
| 13 | MNDYMONDAY COM LTD | 27,480 | $4.1M | 1.57% | |
| 14 | GOOGLALPHABET INC | 12,651 | $4.0M | 1.53% |