Gavea Investimentos Ltda 13F Holdings · last filed Q3 2022
Gavea Investimentos Ltda reported 4 securities worth $77.56M in its SEC 13F filing for Q3 2022 (period ended 2022-09-30). Top holdings: MELI (48.70%), VTEX (19.86%), ARCE (15.90%). Among its top 25 positions this quarter: 2 added, 1 trimmed, 5 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | $37.8M | 48.70% | 45,632 | Added |
| 2 | VTEX | VTEX | $15.4M | 19.86% | 4.2M | Hold |
| 3 | ARCE | ARCO PLATFORM LTD | $12.3M | 15.90% | 1.1M | Added |
| 4 | XP | XP INC | $12.1M | 15.54% | 633,956 | Trimmed |
| 5 | KO | COCA COLA CO | $0 | 0.00% | 0 | Exited |
| 6 | RIO | RIO TINTO PLC | $0 | 0.00% | 0 | Exited |
| 7 | SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | Exited |
| 8 | VALE-P | VALE S A | $0 | 0.00% | 0 | Exited |
| 9 | VEGI | ISHARES INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2022-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR