Tb Capital Gestao De Recursos Ltda.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$163.5M
Q ending 2026-03-31
Prior quarter
$167.7M
Q ending 2025-12-31
Change
-2.6% QoQ
Positions
17
reported holdings
Largest positions
All 17 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Airbnb Inc | ABNB | Shares | $24.3M | 193K |
| Booking Holdings Inc | BKNG | Shares | $17.7M | 4K |
| Sap Se | SAP | Shares | $13.3M | 78K |
| Apollo Global Mgmt Inc | APO | Shares | $13.1M | 117K |
| Nu Hldgs Ltd | Shares | $12.6M | 877K | |
| Dlocal Ltd | Shares | $10.4M | 805K | |
| Microsoft Corp | MSFT | Shares | $10.4M | 28K |
| Coupang Inc | CPNG | Shares | $9.4M | 498K |
| Meta Platforms Inc | META | Shares | $7.8M | 14K |
| Nvidia Corporation | NVDA | Shares | $6.5M | 38K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $6.4M | 19K |
| Visa Inc | V | Shares | $6.2M | 21K |
| Mastercard Incorporated | MA | Shares | $6.2M | 12K |
| Mercadolibre Inc | MELI 4.9 01/15/33 | Shares | $6.0M | 3K |
| Adobe Inc | ADBE | Shares | $5.8M | 24K |
| Amazon Com Inc | AMZN | Shares | $4.3M | 21K |
| Alphabet Inc | GOOG | Shares | $3.1M | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.