Holders — by stockHoldings — by fund
TB Capital Gestao de Recursos Ltda.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002077092
$182.7M
disclosed book value
19
positions
12.4%
largest position share
Positions, as of 2026-06-30
top 19 of 19 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BKNGBOOKING HOLDINGS INC | 127,517 | $22.7M | 12.4% |
| 2 | ABNBAIRBNB INC | 129,575 | $18.5M | 10.1% |
| 3 | NU HLDGS LTD | 1.3M | $16.8M | 9.2% |
| 4 | DLOCAL LTD | 1.1M | $14.5M | 7.9% |
| 5 | SAPSAP SE | 91,841 | $14.2M | 7.7% |
| 6 | CPNGCOUPANG INC | 717,205 | $12.5M | 6.8% |
| 7 | APOAPOLLO GLOBAL MGMT INC | 97,952 | $11.6M | 6.3% |
| 8 | SPGIS&P GLOBAL INC | 26,027 | $10.6M | 5.8% |
| 9 | VVISA INC | 30,693 | $10.5M | 5.8% |
| 10 | MSFTMICROSOFT CORP | 23,926 | $8.9M | 4.9% |
| 11 | MAMASTERCARD INCORPORATED | 17,329 | $8.9M | 4.9% |
| 12 | METAMETA PLATFORMS INC | 13,081 | $7.4M | 4% |
| 13 | MELIMERCADOLIBRE INC | 3,360 | $5.7M | 3.1% |
| 14 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 11,138 | $5.3M | 2.9% |
| 15 | ADBEADOBE INC | 23,269 | $4.8M | 2.6% |
| 16 | AMZNAMAZON COM INC | 19,680 | $4.7M | 2.6% |
| 17 | GOOGALPHABET INC | 8,792 | $3.1M | 1.7% |
| 18 | SPOTIFY TECHNOLOGY S A | 4,503 | $2.1M | 1.1% |
| 19 | GOOGLALPHABET INC | 18 | $6,433 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.