Jaragua Do Sul, D5CIK 19120954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 204.5K | $47.20M | 15.6% | −13.0K | Reduced |
| 2 | Microsoft Corp | 87.7K | $42.40M | 14.0% | −1.4K | Reduced |
| 3 | Taiwan Semiconductor Mfg Ltd | 138.0K | $41.95M | 13.9% | 0 | Held |
| 4 | Ge Aerospace |
| 119.6K |
| $36.85M |
| 12.2% |
| −27.1K |
| Reduced |
| 5 | Nu Hldgs Ltd | 1.87M | $31.24M | 10.3% | −1.5K | Reduced |
| 6 | Alphabet Inc | 78.6K | $24.60M | 8.1% | −11.6K | Reduced |
| 7 | Linde PLC | 42.9K | $18.28M | 6.0% | +28.0K | Added |
| 8 | Mercadolibre Inc | 7.2K | $14.40M | 4.8% | 0 | Held |
| 9 | Visa Inc | 30.1K | $10.55M | 3.5% | +22.2K | Added |
| 10 | Danaher Corporation | 43.4K | $9.93M | 3.3% | 0 | Held |
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