TB Capital Gestao de Recursos Ltda.

Q2 2025 13F Holdings

  • Location
    rio de janeiro, D5
  • Num holdings

    18

  • Value ($000)

    $115,279

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0002077092
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$19.97M
17 %

88,153

---

XP INC

CL A
G98239109
$18.48M
16 %

914,777

ABNB
ABNB

AIRBNB INC

COM CL A
009066101
$11.28M
10 %

85,269

BKNG
BKNG

BOOKING HOLDINGS INC

COM
09857L108
$11.18M
10 %

1,931

---

STONECO LTD

COM CL A
G85158106
$10.97M
10 %

683,854

APO
APO

APOLLO GLOBAL MGMT INC

COM
03769M106
$9.25M
8 %

65,228

---

DLOCAL LTD

CLASS A COM
G29018101
$7.27M
6 %

641,185

CPNG
CPNG

COUPANG INC

CL A
22266T109
$7.11M
6 %

237,474

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$4.47M
4 %

7,953

V
V

VISA INC

COM CL A
92826C839
$2.83M
3 %

7,974

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