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Gavea Investimentos 13F Portfolio

Portfolio Manager
Gavea Investimentos Ltda
Performance
0% (N/A)
AUM (13F)
$77.56K
# of Holdings
5
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q3 2022

Gavea Investimentos Ltda Holdings Map

Top 4 Gavea Investimentos Ltda Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MELI
MERCADOLIBRE INC
48.7%45.6K$38Knew2022-Q3: 45.6K shares2022-09-30
VTEX
VTEX
19.86%4.16M$15Knew2022-Q3: 4.16M shares2022-09-30
ARCE
ARCO PLATFORM LTD
15.9%1.14M$12Knew2022-Q3: 1.14M shares2022-09-30
XP
XP INC
15.54%634.0K$12Knew2022-Q3: 634.0K shares2022-09-30

About Gavea Investimentos Ltda’s portfolio

Gavea Investimentos Ltda reports $77.56K in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are MELI (48.7%), VTEX (19.9%) and ARCE (15.9%). Figures reflect the Q3 2022 filing.

Portfolio concentration

Portfolio concentration
MELI — 48.7% ($37.8K)VTEX — 19.9% ($15.4K)ARCE — 15.9% ($12.3K)XP — 15.5% ($12.1K)
100%in top 4
  • MELI48.7%
  • VTEX19.9%
  • ARCE15.9%
  • XP15.5%

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Source filings

Holdings on this page are parsed from Gavea Investimentos Ltda’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1523705). View Gavea Investimentos Ltda’s 13F filings on SEC

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