account_balance
Investment manager · 13F filer · SEC CIK 2077092
TB Capital Gestao de Recursos Ltda.
Reported value$183Mas of Jun 30, 2026
Positions19 4 new, 2 sold out
Top 10 weight77.0%BKNG alone is 12%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BKNGBooking Holdings Inc.
12.4%Added +21%
ABNBAirbnb, Inc.
10.1%Trimmed −33%
NUNu Holdings Ltd.
9.2%Added +43%
DLOdLocal Ltd
7.9%Added +38%
SAPSAP SE
7.7%Added +18%
CPNGCoupang, Inc.
6.8%Added +44%
APOApollo Global Management, Inc.
6.3%Trimmed −17%
SPGIS&P Global Inc.
5.8%New
VVisa Inc.
5.8%Added +50%
MSFTMicrosoft Corp
4.9%Trimmed −15%
MAMastercard Inc
4.9%Added +40%
METAMeta Platforms, Inc.
4.0%−4%
BKNGBooking Holdings Inc.
12.4%Added +21%
ABNBAirbnb, Inc.
10.1%Trimmed −33%
NUNu Holdings Ltd.
9.2%+43%
DLOdLocal Ltd
7.9%+38%
SAPSAP SE
7.7%+18%
CPNGCoupang, Inc.
6.8%
APOApollo Global Management, Inc.
6.3%
SPGIS&P Global Inc.
5.8%
VVisa Inc.
5.8%
MSFT4.9%MA4.9%METABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BKNG Booking Holdings Inc. 12.4% Added +21%ABNB Airbnb, Inc. 10.1% Trimmed −33%NU Nu Holdings Ltd. 9.2% Added +43%DLO dLocal Ltd 7.9% Added +38%SAP SAP SE 7.7% Added +18%CPNG Coupang, Inc. 6.8% Added +44%APO Apollo Global Management, Inc. 6.3% Trimmed −17%SPGI S&P Global Inc. 5.8% NewV Visa Inc. 5.8% Added +50%MSFT Microsoft Corp 4.9% Trimmed −15%MA Mastercard Inc 4.9% Added +40%META Meta Platforms, Inc. 4.0% Trimmed −4%
What changed
Biggest moves since Mar 31, 2026
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