NU HLDGS LTDNU |
| 37.95% | 36.28% | $315.8M | 23.6M | $258.9M | 18.0M | +5.6M+31.17% | Add |
MERCADOLIBRE INC COMMELI |
| 15.09% | 7.55% | $125.6M | 73,971 | $53.9M | 31,173 | +42,798+137.29% | Add |
XP INCXP |
| 8.35% | 25.15% | $69.5M | 4.3M | $179.5M | 9.4M | -5.2M-54.67% | Reduce |
DLOCAL LTDDLO |
| 6.23% | 3.76% | $51.9M | 4.0M | $26.9M | 2.1M | +1.9M+92.62% | Add |
INTER & CO INCINTR |
| 4.9% | — | $40.7M | 7.5M | $0 | 0 | +7.5M | New Buy |
META PLATFORMS INCMETA |
| 3.86% | 1.32% | $32.1M | 57,015 | $9.4M | 16,436 | +40,579+246.89% | Add |
ALPHABET INCGOOGL |
| 3.82% | 2.04% | $31.8M | 88,993 | $14.6M | 50,716 | +38,277+75.47% | Add |
MICROSOFT CORPMSFT |
| 3.75% | 6.25% | $31.2M | 83,749 | $44.6M | 120,556 | -36,807-30.53% | Reduce |
AMAZON COM INCAMZN |
| 3.47% | 6.66% | $28.9M | 121,071 | $47.5M | 228,151 | -107,080-46.93% | Reduce |
TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.4% | 2% | $28.3M | 59,225 | $14.3M | 42,261 | +16,964+40.14% | Add |
NVIDIA CORPORATIONNVDA |
| 2.87% | 2.08% | $23.9M | 119,301 | $14.9M | 85,277 | +34,024+39.90% | Add |
APPLE INCAAPL |
| 1.84% | 1.9% | $15.3M | 52,922 | $13.6M | 53,442 | -520-0.97% | Reduce |
AIRBNB INC COM CL AABNB |
| 1.71% | 1.78% | $14.2M | 99,452 | $12.7M | 100,558 | -1,106-1.10% | Reduce |
BOOKING HOLDINGS INC COMBKNG |
| 1.57% | 1.38% | $13.0M | 73,101 | $9.8M | 58,425 | +14,676+25.12% | Add |
NETFLIX INCNFLX |
| 1.09% | 1.73% | $9.1M | 127,225 | $12.3M | 128,326 | -1,101-0.86% | Reduce |
VTEX SHS CL AVTEX |
| 0.09% | 0.11% | $765,020 | 191,255 | $772,692 | 193,173 | -1,918-0.99% | Reduce |