Vault-13

VELT Partners Investimentos Ltda.

Sao Paolo, D5 · CIK 1796592 · 13F filing filed 2024-02-14

Exempt reporting adviser since 2024 · other (specify)

As an employer

$51.1m reported value +28.2% vs Q2 2023
4positions
100.0%in top 10
1 new 1 added 2 reduced 0 sold out vs Q2 2023

Holdings, Q3 2023

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

#SecurityTickerShares Value% of portfolioChangeShares change
1 MERCADOLIBRE INC COM MELI MELI 29,625 $37.6m73.57% 73.57% AddedShares held: Q4 2022 33.8k, Q1 2023 10.6k, Q2 2023 25.5k, Q3 2023 29.6k +4.1k +4,137 16.2%
2 STONECO LTD COM CL A STNE STNE 640,831 $6.8m13.39% 13.39% NewShares held: Q4 2022 0, Q1 2023 0, Q2 2023 0, Q3 2023 640.8k
3 NU HLDGS LTD ORD SHS CL A NU NU 598,500 $4.3m8.50% 8.50% ReducedShares held: Q4 2022 0, Q1 2023 0, Q2 2023 640.1k, Q3 2023 598.5k -41.6k -41,600 -6.5%
4 VTEX SHS CL A VTEX VTEX 462,766 $2.3m4.54% 4.54% ReducedShares held: Q4 2022 1.2m, Q1 2023 1.1m, Q2 2023 956.2k, Q3 2023 462.8k -493.5k -493,461 -51.6%