TB Capital Gestao de Recursos Ltda.
TB Capital Gestao de Recursos Ltda. reported 19 holdings worth US$183M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
TB Capital Gestao de Recursos Ltda. reported 19 holdings worth US$183M as of Jun 30, 2026. Largest: Booking Holdings Inc. Common Stock, Airbnb, Inc. and Nu Holdings Ltd. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 19
- Value as reported
- US$183M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Booking Holdings Inc. Common Stock | 128K | US$22.7M | 12.4% |
| Airbnb, Inc. | 130K | US$18.5M | 10.1% |
| Nu Holdings Ltd. | 1.26M | US$16.8M | 9.2% |
| Dlocal Limited | 1.11M | US$14.5M | 7.9% |
| Sap Se | 91,841 | US$14.2M | 7.7% |
| Coupang, Inc. | 717K | US$12.5M | 6.8% |
| Apollo Global Management, Inc. (new) | 97,952 | US$11.6M | 6.3% |
| S&p Global Inc. | 26,027 | US$10.6M | 5.8% |
| Visa Inc. | 30,693 | US$10.5M | 5.8% |
| Microsoft Corp. | 23,926 | US$8.92M | 4.9% |
| Mastercard Incorporated | 17,329 | US$8.9M | 4.9% |
| Meta Platforms, Inc. | 13,081 | US$7.37M | 4.0% |
| Mercadolibre, Inc. | 3,360 | US$5.7M | 3.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 11,138 | US$5.32M | 2.9% |
| Adobe Inc. | 23,269 | US$4.77M | 2.6% |
| Amazon.com, Inc. | 19,680 | US$4.69M | 2.6% |
| Alphabet Inc (google) Class C | 8,711 | US$3.11M | 1.7% |
| Nvidia Corporation | 0 | US$0 | 0.00% |