AMS Capital Ltda Buys Ulta Beauty Inc, Alibaba Group Holding, The Walt Disney Co, Sells iShares MBS ETF, MercadoLibre Inc, ServiceNow Inc

Investment company AMS Capital Ltda (Current Portfolio) buys Ulta Beauty Inc, Alibaba Group Holding, The Walt Disney Co, Constellation Brands Inc, Gerdau SA, sells iShares MBS ETF, MercadoLibre Inc, ServiceNow Inc, Boston Beer Co Inc, Salesforce.com Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, AMS Capital Ltda. As of 2021Q3, AMS Capital Ltda owns 25 stocks with a total value of $475 million. These are the details of the buys and sells.

For the details of AMS Capital Ltda's stock buys and sells, go to https://www.gurufocus.com/guru/ams+capital+ltda/current-portfolio/portfolio

These are the top 5 holdings of AMS Capital Ltda
  1. MercadoLibre Inc (MELI) - 46,090 shares, 16.29% of the total portfolio. Shares reduced by 38.38%
  2. Sea Ltd (SE) - 115,355 shares, 7.74% of the total portfolio. Shares added by 8.91%
  3. Suzano SA (SUZ) - 3,617,889 shares, 7.62% of the total portfolio. Shares added by 13.56%
  4. Microsoft Corp (MSFT) - 83,680 shares, 4.97% of the total portfolio. Shares added by 4.20%
  5. SPDR Biotech ETF (XBI) - 179,815 shares, 4.76% of the total portfolio.
New Purchase: Ulta Beauty Inc (ULTA)

AMS Capital Ltda initiated holding in Ulta Beauty Inc. The purchase prices were between $323.67 and $389.9, with an estimated average price of $361.38. The stock is now traded at around $364.810000. The impact to a portfolio due to this purchase was 3.04%. The holding were 40,000 shares as of 2021-09-30.

New Purchase: The Walt Disney Co (DIS)

AMS Capital Ltda initiated holding in The Walt Disney Co. The purchase prices were between $169.17 and $185.91, with an estimated average price of $178.27. The stock is now traded at around $171.020000. The impact to a portfolio due to this purchase was 2.49%. The holding were 70,000 shares as of 2021-09-30.

New Purchase: Constellation Brands Inc (STZ)

AMS Capital Ltda initiated holding in Constellation Brands Inc. The purchase prices were between $209.08 and $232.03, with an estimated average price of $218.36. The stock is now traded at around $218.335000. The impact to a portfolio due to this purchase was 2.44%. The holding were 55,000 shares as of 2021-09-30.

New Purchase: Coupang Inc (CPNG)

AMS Capital Ltda initiated holding in Coupang Inc. The purchase prices were between $27.85 and $44.54, with an estimated average price of $34.58. The stock is now traded at around $29.640100. The impact to a portfolio due to this purchase was 0.66%. The holding were 111,965 shares as of 2021-09-30.

New Purchase: Shopify Inc (SHOP)

AMS Capital Ltda initiated holding in Shopify Inc. The purchase prices were between $1346.55 and $1643.32, with an estimated average price of $1498.75. The stock is now traded at around $1366.540000. The impact to a portfolio due to this purchase was 0.44%. The holding were 1,525 shares as of 2021-09-30.

Added: Alibaba Group Holding Ltd (BABA)

AMS Capital Ltda added to a holding in Alibaba Group Holding Ltd by 117.76%. The purchase prices were between $145.08 and $221.87, with an estimated average price of $182.3. The stock is now traded at around $169.310000. The impact to a portfolio due to this purchase was 2.5%. The holding were 148,285 shares as of 2021-09-30.

Added: Gerdau SA (GGB)

AMS Capital Ltda added to a holding in Gerdau SA by 55.27%. The purchase prices were between $4.52 and $6.13, with an estimated average price of $5.49. The stock is now traded at around $4.915000. The impact to a portfolio due to this purchase was 1.29%. The holding were 3,505,864 shares as of 2021-09-30.

Sold Out: iShares MBS ETF (MBB)

AMS Capital Ltda sold out a holding in iShares MBS ETF. The sale prices were between $107.88 and $108.68, with an estimated average price of $108.36.

Sold Out: ServiceNow Inc (NOW)

AMS Capital Ltda sold out a holding in ServiceNow Inc. The sale prices were between $545.17 and $678.63, with an estimated average price of $605.78.

Sold Out: Boston Beer Co Inc (SAM)

AMS Capital Ltda sold out a holding in Boston Beer Co Inc. The sale prices were between $509.75 and $979.41, with an estimated average price of $682.12.

Sold Out: Salesforce.com Inc (CRM)

AMS Capital Ltda sold out a holding in Salesforce.com Inc. The sale prices were between $237.55 and $285.63, with an estimated average price of $254.07.

Sold Out: Vale SA (VALE)

AMS Capital Ltda sold out a holding in Vale SA. The sale prices were between $13.8 and $22.94, with an estimated average price of $19.65.

Sold Out: DocuSign Inc (DOCU)

AMS Capital Ltda sold out a holding in DocuSign Inc. The sale prices were between $256.89 and $310.05, with an estimated average price of $288.31.



Here is the complete portfolio of AMS Capital Ltda. Also check out:

1. AMS Capital Ltda's Undervalued Stocks
2. AMS Capital Ltda's Top Growth Companies, and
3. AMS Capital Ltda's High Yield stocks
4. Stocks that AMS Capital Ltda keeps buying