TB Capital Gestao de Recursos as of March 31, 2026
Portfolio Holdings for TB Capital Gestao de Recursos
TB Capital Gestao de Recursos holds 17 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Airbnb Com Cl A (ABNB) | 14.9 | $24M | 193k | 126.28 | |
| Booking Holdings (BKNG) | 10.8 | $18M | 4.2k | 4210.32 | |
| Sap Se Spon Adr (SAP) | 8.1 | $13M | 78k | 171.21 | |
| Apollo Global Mgmt (APO) | 8.0 | $13M | 117k | 111.42 | |
| Nu Hldgs Ord Shs Cl A (NU) | 7.7 | $13M | 877k | 14.37 | |
| Dlocal Class A Com (DLO) | 6.4 | $10M | 805k | 12.97 | |
| Microsoft Corporation (MSFT) | 6.3 | $10M | 28k | 370.17 | |
| Coupang Cl A (CPNG) | 5.7 | $9.4M | 498k | 18.88 | |
| Meta Platforms Cl A (META) | 4.8 | $7.8M | 14k | 572.13 | |
| NVIDIA Corporation (NVDA) | 4.0 | $6.5M | 38k | 174.40 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.9 | $6.4M | 19k | 337.95 | |
| Visa Com Cl A (V) | 3.8 | $6.2M | 21k | 302.24 | |
| Mastercard Incorporated Cl A (MA) | 3.8 | $6.2M | 12k | 499.66 | |
| Mercadolibre | 3.7 | $6.0M | 3.5k | 1729.02 | |
| Adobe Systems Incorporated (ADBE) | 3.5 | $5.8M | 24k | 243.08 | |
| Amazon (AMZN) | 2.6 | $4.3M | 21k | 208.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $3.1M | 11k | 286.86 |
