Emerging Variant Capital Management as of Dec. 31, 2022
Portfolio Holdings for Emerging Variant Capital Management
Emerging Variant Capital Management holds 9 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 93.5 | $846M | 3.7k | 228713.51 | |
| Vale S A Sponsored Ads (VALE) | 1.9 | $17M | 370k | 45.86 | |
| Embraer Sponsored Ads (ERJ) | 1.2 | $11M | 466k | 23.43 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 0.9 | $8.4M | 1.1M | 7.40 | |
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.6 | $5.5M | 1.4M | 3.88 | |
| Despegar Com Corp Ord Shs (DESP) | 0.6 | $5.1M | 2.4M | 2.17 | |
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.5 | $4.7M | 798k | 5.90 | |
| Grupo Televisa S A B Spon Adr Rep Ord (TV) | 0.5 | $4.6M | 1.1M | 4.33 | |
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.3 | $2.9M | 3.0M | 0.95 |
