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VELT Partners Investimentos Ltda.13F | |
VELT Partners Investimentos Ltda. | |
Last update 2024-02-16 | 4 Stocks (1 new) |
Value $51.00 Mil | Turnover 55 % |
VELT Partners Investimentos Lt... Top Holdings of 2023-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
MELI | MercadoLibre Inc | 29,625 | 37,560.9 | +16.23% | 73.570 | +10.27% | 0.060 | +14.97% | +41.94% | 122,361.7 | Retail - Cyclical | |
STNE | StoneCo Ltd | 640,831 | 6,837.7 | New Holding | 13.390 | +13.39% | 0.200 | +11.50% | +71.52% | 3,712.0 | Software | |
NU | Nu Holdings Ltd | 598,500 | 4,339.1 | -6.50% | 8.500 | -0.82% | 0.010 | +18.36% | +25.68% | 62,813.8 | Banks | |
VTEX | Vtex | 462,766 | 2,318.5 | -51.61% | 4.540 | -5.94% | 0.250 | +27.60% | +8.32% | 1,163.2 | Software |
VELT Partners Investimentos Ltda.'s Historical Top Holdings Breakdowns
VELT Partners Investimentos Ltda.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
STNE | StoneCo Ltd | 2023-09-30 | New Buy New Buy | +13.39% | 10.24 ($12.31) 14.65 | $13.67 | 11.05% | New holding | 640,831 | 640,831 | |
MELI | MercadoLibre Inc | 2023-09-30 | Add Add | +10.27% | 1087.15 ($1271.76) 1436.35 | $2,413.57 | 89.78% | Add 16.23% | 29,625 | 4,137 | |
VTEX | Vtex | 2023-09-30 | Reduce Reduce | -5.94% | 4.6 ($5.34) 6.28 | $6.38 | 19.48% | Reduce -51.61% | 462,766 | -493,461 | |
NU | Nu Holdings Ltd | 2023-09-30 | Reduce Reduce | -0.82% | 6.81 ($7.48) 8.18 | $13.02 | 74.06% | Reduce -6.5% | 598,500 | -41,600 |
VELT Partners Investimentos Ltda. Total Holding History ($B)
VELT Partners Investimentos Ltda.'s Asset Allocation
VELT Partners Investimentos Ltda. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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VELT Partners Investimentos Ltda.'s Hypothetical Growth since 2023-09-30
VELT Partners Investimentos Ltda.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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VELT Partners Investimentos Ltda.'s Holdings Heat Map
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VELT Partners Investimentos Ltda.'s Holdings Bubble Chart
VELT Partners Investimentos Ltda. News
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