TB Capital Gestao de Recursos Ltda. 13F Holdings

CIK 0002077092 · RIO DE JANEIRO, D5

As of Sep 30, 2025, TB Capital Gestao de Recursos Ltda. reported 17 positions worth 30.1M in its SEC Form 13F filing.

Top 17 holdings

SecurityTickerSectorSharesValue% of portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology82,585$23.1M17.73%
AIRBNB INCABNBIndustrials134,226 6.3M12.53%
BOOKING HOLDINGS INCBKNGIndustrials2,417 3.1M10.03%
APOLLO GLOBAL MANAGEMENT INCAPOFinancial Services95,253 2.7M9.76%
DLOCAL LTDDLOTechnology725,713 0.4M7.97%
COUPANG INCCPNGConsumer Cyclical290,390$9.4M7.19%
STONECO LTDSTNETechnology485,757$9.2M7.06%
XP INCXPFinancial Services478,740$9.0M6.91%
NU HOLDINGS LTDNUFinancial Services350,034$5.6M4.31%
MASTERCARD INCMAFinancial Services8,203$4.7M3.59%
VISA INC-CLASS A SHARESVFinancial Services10,874$3.7M2.85%
META PLATFORMS INCMETACommunication Services3,599$2.6M2.03%
ALPHABET INCGOOGEquity9,829$2.4M1.84%
MICROSOFT CORPMSFTTechnology4,602$2.4M1.83%
AMAZON.COM INCAMZNEquity10,421$2.3M1.76%
JDCOM INCJDConsumer Cyclical59,235$2.1M1.59%
DOORDASH INCDASHCommunication Services4,873 .3M1.02%