AMS Capital Ltda

SAO PAULO, D5 · CIK 1717977 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityAMS CAPITAL LTDA. (BR)

Others nearbySão Paulo

$290.9m reported value +13.0% vs Q1 2026

14positions

89.7%in top 10

2 new 3 added 9 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	65,702	$49.2m16.91%	16.91%	Reduced -6.6k	-6,600 -9.1%
2	AMAZON COM INC COM AMZN	AMZN	149,510	$35.6m12.25%	12.25%	Added +51.9k	+51,883 53.1%
3	NVIDIA CORPORATION COM NVDA	NVDA	173,181	$34.7m11.91%	11.91%	Added +136.4k	+136,371 370.5%
4	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	61,210	$29.2m10.05%	10.05%	New
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	80,513	$28.8m9.89%	9.89%	Reduced -31.0k	-30,961 -27.8%
6	NU HLDGS LTD ORD SHS CL A NU	NU	1,673,973	$22.4m7.69%	7.69%	Reduced -998.2k	-998,176 -37.4%
7	MICROSOFT CORP COM MSFT	MSFT	50,569	$18.9m6.48%	6.48%	Added +22.9k	+22,936 83.0%
8	VISA INC COM CL A V	V	46,857	$16.1m5.53%	5.53%	Reduced -9.2k	-9,234 -16.5%
9	META PLATFORMS INC CL A META	META	23,485	$13.2m4.55%	4.55%	Reduced -6.6k	-6,582 -21.9%
10	MERCADOLIBRE INC COM MELI	MELI	7,659	$13.0m4.47%	4.47%	Reduced -3.3k	-3,290 -30.1%
11	BROADCOM INC COM AVGO	AVGO	28,829	$10.9m3.74%	3.74%	New
12	SEA LTD SPONSORD ADS SE	SE	89,239	$8.6m2.94%	2.94%	Reduced -10.5k	-10,486 -10.5%
13	COUPANG INC CL A CPNG	CPNG	469,067	$8.1m2.80%	2.80%	Reduced -164.2k	-164,150 -25.9%
14	EMBRAER S.A. SPONSORED ADS EMBJ	EMBJ	35,715	$2.3m0.78%	0.78%	Reduced -166.5k	-166,524 -82.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INTAPP INC INTA	INTA	324,186	$8.3m324.2k shares
MONDAY COM LTD MNDY	MNDY	67,172	$4.6m67.2k shares
CHIME FINL INC CHYM	CHYM	183,624	$3.4m183.6k shares