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AMS Capital Ltda

Q1 2025 · 13F-HR

AMS Capital Ltdaholdings as filed

Filed 2025-04-10 · accession 0001717977-25-000002

$242,686
Reported value
16
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$36,33115.0%96,782CommonSOLE
464287200IVVISHARES TR$34,35614.2%61,143CommonSOLE
023135106AMZNAMAZON COM INC$31,82913.1%167,293CommonSOLE
30303M102METAMETA PLATFORMS INC$26,73711.0%46,389CommonSOLE
G6683N103NUNU HLDGS LTD$21,3848.81%2,088,292CommonSOLE
92826C839VVISA INC$13,9125.73%39,696CommonSOLE
67066G104NVDANVIDIA CORPORATION$13,5625.59%125,132CommonSOLE
893641100TDGTRANSDIGM GROUP INC$11,9134.91%8,612CommonSOLE
22266T109CPNGCOUPANG INC$10,1244.17%461,630CommonSOLE
11271J107BNBROOKFIELD CORP$9,9854.11%190,767CommonSOLE
G9470A102VTEXVTEX$8,6143.55%1,699,053CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6,6182.73%39,866CommonSOLE
722304102PDDPINDUODUO INC$6,4982.68%54,906CommonSOLE
98138H101WDAYWORKDAY INC$6,1622.54%26,386CommonSOLE
78409V104SPGIS&P GLOBAL INC$3,6611.51%7,206CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1,0000.41%1,818CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.