AMS Capital Ltda
Net buyer this quarter
$291M
13
+$20.2M
76.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $35.6M | 12.25% | 0.00% | +53.1% | Q4 2017 |
 NVDA | $34.7M | 11.91% | 0.00% | +370.5% | Q3 2019 |
 TSM | $29.2M | 10.05% | 0.00% | Not reported | Q1 2020 |
 GOOGL | $28.8M | 9.89% | 0.00% | -27.8% | Q4 2017 |
 NU | $22.4M | 7.69% | Not reported | -37.4% | Q3 2022 |
 MSFT | $18.9M | 6.48% | 0.00% | +83.0% | Q3 2018 |
 V | $16.1M | 5.53% | 0.00% | -16.5% | Q4 2019 |
 META | $13.2M | 4.55% | Not reported | -21.9% | Q4 2017 |
 MELI | $13M | 4.47% | 0.02% | -30.1% | Q2 2019 |
 AVGO | $10.9M | 3.74% | 0.00% | Not reported | Q2 2024 |
 SE | $8.55M | 2.94% | 0.05% | -10.5% | Q3 2019 |
 CPNG | $8.15M | 2.80% | Not reported | -25.9% | Q3 2021 |
 EMBJ | $2.28M | 0.78% | 0.00% | -82.3% | Q2 2018 |
| Q1 2026 | |||||
| NU | $38.4M | 14.91% | Not reported | +44.7% | Q3 2022 |
| GOOGL | $32.7M | 12.69% | 0.00% | +781.2% | Q4 2017 |
| AMZN | $20.8M | 8.09% | 0.00% | -37.6% | Q4 2017 |
| MELI | $18.9M | 7.35% | 0.02% | -10.5% | Q2 2019 |
| META | $17.2M | 6.68% | Not reported | -40.0% | Q4 2017 |
| V | $17M | 6.58% | 0.00% | +78.2% | Q4 2019 |
| EMBJ | $12M | 4.66% | 0.03% | +28.6% | Q2 2018 |
| CPNG | $12M | 4.64% | Not reported | -10.4% | Q3 2021 |
| MSFT | $10.2M | 3.97% | 0.00% | -61.9% | Q3 2018 |
 INTA | $8.33M | 3.23% | 0.42% | +83.6% | Q4 2025 |
| SE | $8.26M | 3.21% | 0.06% | Not reported | Q3 2019 |
| NVDA | $6.42M | 2.49% | 0.00% | +5.0% | Q3 2019 |
 MNDY | $4.64M | 1.80% | 0.13% | +144.4% | Q4 2025 |
 CHYM | $3.44M | 1.34% | 0.27% | New | Q1 2026 |
| Q4 2025 | |||||
| AMZN | $36.1M | 13.97% | 0.00% | -24.6% | Q4 2017 |
| MSFT | $35.1M | 13.59% | 0.00% | -17.8% | Q3 2018 |
| META | $33.1M | 12.81% | Not reported | -18.3% | Q4 2017 |
| NU | $30.9M | 11.96% | Not reported | +3.0% | Q3 2022 |
| MELI | $24.6M | 9.53% | 0.02% | +1381.2% | Q2 2019 |
| CPNG | $16.7M | 6.45% | Not reported | +177.9% | Q3 2021 |
| V | $11M | 4.27% | 0.00% | Not reported | Q4 2019 |
| EMBJ | $10.1M | 3.92% | 0.02% | Not reported | Q2 2018 |
| INTA | $8.09M | 3.13% | 0.22% | New | Q4 2025 |
| NVDA | $6.54M | 2.53% | 0.00% | Not reported | Q3 2019 |
| TSM | $4.28M | 1.66% | 0.00% | Not reported | Q1 2020 |
| MNDY | $4.06M | 1.57% | 0.05% | New | Q4 2025 |
| GOOGL | $3.96M | 1.53% | 0.00% | Not reported | Q4 2017 |
| Q3 2025 | |||||
| MSFT | $45.8M | 18.72% | 0.00% | +4.9% | Q3 2018 |
| AMZN | $45.5M | 18.62% | 0.00% | +41.7% | Q4 2017 |
| META | $45.1M | 18.43% | Not reported | +35.1% | Q4 2017 |
| NU | $28.7M | 11.74% | Not reported | -15.3% | Q3 2022 |
| V | $10.7M | 4.40% | 0.00% | -25.9% | Q4 2019 |
 BKNG | $9.88M | 4.04% | 0.01% | Not reported | Q2 2018 |
 PDD | $8.97M | 3.67% | 0.00% | -11.9% | Q2 2023 |
| CPNG | $8.19M | 3.35% | Not reported | -37.6% | Q3 2021 |
 TDG | $5.59M | 2.28% | 0.01% | -56.3% | Q4 2022 |
 FLUT | $5.06M | 2.07% | 0.01% | New | Q3 2025 |
| MELI | $1.93M | 0.79% | 0.00% | -62.2% | Q2 2019 |
 VTEX | $1.82M | 0.74% | Not reported | -70.8% | Q2 2023 |