TB Capital Gestao de Recursos as of June 30, 2026
Portfolio Holdings for TB Capital Gestao de Recursos
TB Capital Gestao de Recursos holds 19 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 12.4 | $23M | 128k | 178.24 | |
| Airbnb Com Cl A (ABNB) | 10.1 | $19M | 130k | 143.10 | |
| Nu Hldgs Ord Shs Cl A (NU) | 9.2 | $17M | 1.3M | 13.36 | |
| Dlocal Class A Com (DLO) | 7.9 | $15M | 1.1M | 12.99 | |
| Sap Se Spon Adr (SAP) | 7.7 | $14M | 92k | 154.11 | |
| Coupang Cl A (CPNG) | 6.8 | $13M | 717k | 17.37 | |
| Apollo Global Mgmt (APO) | 6.3 | $12M | 98k | 118.31 | |
| S&p Global (SPGI) | 5.8 | $11M | 26k | 407.26 | |
| Visa Com Cl A (V) | 5.8 | $11M | 31k | 343.09 | |
| Microsoft Corporation (MSFT) | 4.9 | $8.9M | 24k | 373.02 | |
| Mastercard Incorporated Cl A (MA) | 4.9 | $8.9M | 17k | 513.60 | |
| Meta Platforms Cl A (META) | 4.0 | $7.4M | 13k | 563.29 | |
| MercadoLibre (MELI) | 3.1 | $5.7M | 3.4k | 1697.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.9 | $5.3M | 11k | 477.57 | |
| Adobe Systems Incorporated (ADBE) | 2.6 | $4.8M | 23k | 205.02 | |
| Amazon (AMZN) | 2.6 | $4.7M | 20k | 238.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $3.1M | 8.8k | 353.33 | |
| Spotify Technology S A SHS (SPOT) | 1.1 | $2.1M | 4.5k | 459.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $6.4k | 18.00 | 357.39 |
