ADAMCAPITAL Gestao de Recursos as of March 31, 2022
Portfolio Holdings for ADAMCAPITAL Gestao de Recursos
ADAMCAPITAL Gestao de Recursos holds 14 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 21.4 | $91M | 670k | 136.32 | |
| Bank of America Corporation (BAC) | 12.3 | $52M | 1.3M | 41.22 | |
| Amazon (AMZN) | 12.1 | $52M | 16k | 3259.97 | |
| Facebook Inc cl a (META) | 11.4 | $49M | 219k | 222.36 | |
| Raytheon Technologies Corp (RTX) | 6.0 | $26M | 258k | 99.07 | |
| Alphabet Inc Class C cs (GOOG) | 5.7 | $24M | 8.7k | 2793.04 | |
| Xp Inc cl a (XP) | 5.7 | $24M | 810k | 30.10 | |
| Alphabet Inc Class A cs (GOOGL) | 5.7 | $24M | 8.7k | 2781.40 | |
| MasterCard Incorporated (MA) | 4.8 | $20M | 57k | 357.37 | |
| Visa (V) | 4.7 | $20M | 90k | 221.77 | |
| Electronic Arts (EA) | 3.6 | $15M | 121k | 126.51 | |
| Take-Two Interactive Software (TTWO) | 2.4 | $10M | 67k | 153.74 | |
| Lowe's Companies (LOW) | 2.3 | $9.6M | 48k | 202.20 | |
| General Dynamics Corporation (GD) | 1.9 | $7.9M | 33k | 241.19 |
