AMS Capital as of March 31, 2020
Portfolio Holdings for AMS Capital
AMS Capital holds 24 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 21.1 | $34M | 70k | 488.58 | |
| Alibaba Group Holding (BABA) | 8.3 | $14M | 69k | 194.47 | |
| Microsoft Corporation (MSFT) | 8.2 | $13M | 84k | 157.71 | |
| Facebook Inc cl a (META) | 5.6 | $9.1M | 55k | 166.80 | |
| Amazon (AMZN) | 4.8 | $7.8M | 4.0k | 1949.75 | |
| salesforce (CRM) | 4.4 | $7.2M | 50k | 143.98 | |
| Vanguard REIT ETF (VNQ) | 4.3 | $7.0M | 100k | 69.85 | |
| Boston Beer Company (SAM) | 3.7 | $6.1M | 17k | 367.58 | |
| Servicenow (NOW) | 3.5 | $5.7M | 20k | 286.60 | |
| Ultrapar Participacoes SA (UGP) | 3.4 | $5.5M | 2.3M | 2.43 | |
| Centrais Eletricas Brasileiras (EBR) | 3.2 | $5.1M | 1.1M | 4.61 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $5.0M | 16k | 318.24 | |
| Walt Disney Company (DIS) | 3.0 | $4.8M | 50k | 96.60 | |
| Iqvia Holdings (IQV) | 2.7 | $4.4M | 41k | 107.85 | |
| Taiwan Semiconductor Mfg (TSM) | 2.6 | $4.3M | 89k | 47.78 | |
| New Oriental Education & Tech | 2.6 | $4.2M | 39k | 108.24 | |
| Yandex Nv-a (NBIS) | 2.5 | $4.1M | 121k | 34.05 | |
| Alphabet Inc Class A cs (GOOGL) | 2.5 | $4.0M | 3.5k | 1161.90 | |
| Xp Inc cl a (XP) | 2.4 | $4.0M | 206k | 19.29 | |
| Workday Inc cl a (WDAY) | 2.4 | $3.9M | 30k | 130.23 | |
| Visa (V) | 1.8 | $2.9M | 18k | 161.12 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 1.8 | $2.9M | 66k | 44.31 | |
| NVIDIA Corporation (NVDA) | 1.1 | $1.8M | 6.9k | 263.60 | |
| Gol Linhas Aereas Intlg S A spon adr p | 1.0 | $1.7M | 392k | 4.27 |
