TB Capital Gestao de Recursos Ltda.
Top Portfolio Positions
15 positions ·
$154,340,035 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
192,562 | $24,316,729 | 15.76% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
4,207 | $17,712,815 | 11.48% | |
| SAP |
Sap SE
Technology
|
77,681 | $13,299,764 | 8.62% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
117,384 | $13,078,925 | 8.47% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
877,447 | $12,608,913 | 8.17% | |
| DLO |
dLocal Ltd
Technology
|
804,856 | $10,438,982 | 6.76% | |
| MSFT |
Microsoft Corp
Technology
|
28,006 | $10,366,981 | 6.72% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
497,606 | $9,394,801 | 6.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
13,630 | $7,798,131 | 5.05% | |
| NVDA |
Nvidia Corp
Technology
|
37,505 | $6,540,872 | 4.24% |
Portfolio Trend
4 quarters · across all stocks
Holdings in DLO
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,438,982 | 804,856 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,062,079 | 923,768 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,363,181 | 725,713 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,271,037 | 641,185 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||