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BC Gestao De Recursos 13F Portfolio

Portfolio Manager
Bc Gestao De Recursos Ltda.
Performance
0% (N/A)
AUM (13F)
$38.21M
# of Holdings
2
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q3 2023

Bc Gestao De Recursos Ltda. Holdings Map

Top 2 Bc Gestao De Recursos Ltda. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
STNE
STONECO LTD
73.08%2.62M$27.9M
+37.14%(+708.81K)
2023-Q2: 1.91M shares2023-Q3: 2.62M shares2023-09-30
CINT
CI&T INC
26.92%1.58M$10.3Mnew2023-Q3: 1.58M shares2023-09-30

About Bc Gestao De Recursos Ltda.’s portfolio

Bc Gestao De Recursos Ltda. reports $38.21M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are STNE (73.1%) and CINT (26.9%). Figures reflect the Q3 2023 filing.

Portfolio concentration

Portfolio concentration
STNE — 73.1% ($27.93M)CINT — 26.9% ($10.28M)
100%in top 2
  • STNE73.1%
  • CINT26.9%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
CINTCI&T INC26.9%
Added to
1
STNESTONECO LTD+37.1%

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Source filings

Holdings on this page are parsed from Bc Gestao De Recursos Ltda.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1831219). View Bc Gestao De Recursos Ltda.’s 13F filings on SEC

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