AMS Capital

AMS Capital as of March 31, 2021

Portfolio Holdings for AMS Capital

AMS Capital holds 27 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
MercadoLibre (MELI) 19.0 $120M 82k 1472.14
Ishares Tr Mbs Etf (MBB) 9.1 $58M 532k 108.42
Ishares Msci Brazil Etf (EWZ) 8.9 $56M 1.7M 33.45
Stoneco Com Cl A (STNE) 6.0 $38M 616k 61.22
Vale S A Sponsored Ads (VALE) 5.4 $34M 2.0M 17.38
Sea Sponsord Ads (SE) 3.7 $24M 106k 223.23
Servicenow (NOW) 3.6 $23M 45k 500.11
Alphabet Cap Stk Cl A (GOOGL) 3.3 $21M 10k 2062.52
Boston Beer Cl A (SAM) 3.2 $21M 17k 1206.29
Etsy (ETSY) 3.2 $20M 100k 201.67
Yandex N V Shs Class A (YNDX) 2.8 $18M 274k 64.06
Mastercard Incorporated Cl A (MA) 2.7 $17M 48k 356.06
Square Cl A (SQ) 2.6 $17M 73k 227.05
Facebook Cl A (META) 2.6 $16M 56k 294.53
Spdr Ser Tr S&p Biotech (XBI) 2.6 $16M 121k 135.65
salesforce (CRM) 2.5 $16M 75k 211.87
Alibaba Group Hldg Sponsored Ads (BABA) 2.4 $15M 67k 226.74
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.3 $14M 120k 118.28
Microsoft Corporation (MSFT) 1.9 $12M 52k 235.77
Amazon (AMZN) 1.9 $12M 3.8k 3094.13
Mp Materials Corp Com Cl A (MP) 1.7 $11M 300k 35.95
Qualcomm (QCOM) 1.7 $11M 80k 132.59
Autodesk (ADSK) 1.7 $11M 38k 277.16
Affirm Hldgs Com Cl A (AFRM) 1.6 $9.9M 140k 70.72
Datadog Cl A Com (DDOG) 1.4 $8.6M 103k 83.34
Ark Etf Tr Genomic Rev Etf (ARKG) 1.3 $8.2M 93k 88.73
Paypal Holdings (PYPL) 1.2 $7.6M 31k 242.82