TB Capital Gestao de Recursos as of Dec. 31, 2025
Portfolio Holdings for TB Capital Gestao de Recursos
TB Capital Gestao de Recursos holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Airbnb Com Cl A (ABNB) | 18.1 | $30M | 224k | 135.72 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 11.1 | $19M | 61k | 303.89 | |
| Apollo Global Mgmt (APO) | 8.8 | $15M | 102k | 144.76 | |
| Coupang Cl A (CPNG) | 7.9 | $13M | 562k | 23.59 | |
| Dlocal Class A Com (DLO) | 7.8 | $13M | 924k | 14.14 | |
| Booking Holdings (BKNG) | 7.5 | $13M | 2.3k | 5355.33 | |
| Adobe Systems Incorporated (ADBE) | 6.2 | $10M | 30k | 349.99 | |
| Microsoft Corporation (MSFT) | 5.5 | $9.3M | 19k | 483.62 | |
| Nu Hldgs Ord Shs Cl A (NU) | 4.9 | $8.3M | 493k | 16.74 | |
| Meta Platforms Cl A (META) | 4.0 | $6.7M | 10k | 660.09 | |
| Visa Com Cl A (V) | 3.9 | $6.6M | 19k | 350.71 | |
| Mastercard Incorporated Cl A (MA) | 3.8 | $6.4M | 11k | 570.88 | |
| Mercadolibre | 3.6 | $6.0M | 3.0k | 2014.26 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.5 | $5.9M | 19k | 313.80 | |
| Amazon (AMZN) | 3.4 | $5.6M | 24k | 230.82 |
