Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AMS Capital Ltda (CIK 1717977) reported $258.5M across 14 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: AMZN ($36.1M, 13.97%), MSFT ($35.1M, 13.59%), IVV ($33.8M, 13.09%), META ($33.1M, 12.81%), NU ($30.9M, 11.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $36.1M | 13.97% | 156,405 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $35.1M | 13.59% | 72,609 | Trimmed |
| 3 | IVV | ISHARES TR | $33.8M | 13.09% | 49,414 | Added |
| 4 | META | META PLATFORMS INC | $33.1M | 12.81% | 50,141 | Trimmed |
| 5 | NU | NU HLDGS LTD | $30.9M | 11.96% | 1.8M | Added |
| 6 | MELI | MERCADOLIBRE INC | $24.6M | 9.53% | 12,235 | Added |
| 7 | CPNG | COUPANG INC | $16.7M | 6.45% | 706,616 | Added |
| 8 | V | VISA INC | $11.0M | 4.27% | 31,483 | Hold |
| 9 | ERJ | EMBRAER S.A. | $10.1M | 3.92% | 157,258 | New |
| 10 | INTA | INTAPP INC | $8.1M | 3.13% | 176,619 | New |
| 11 | NVDA | NVIDIA CORPORATION | $6.5M | 2.53% | 35,068 | New |
| 12 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $4.3M | 1.66% | 14,090 | New |
| 13 | MNDY | MONDAY COM LTD | $4.1M | 1.57% | 27,480 | New |
| 14 | GOOGL | ALPHABET INC | $4.0M | 1.53% | 12,651 | New |
| 15 | BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 16 | PDD | PINDUODUO INC | $0 | 0.00% | 0 | Exited |
| 17 | TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | Exited |
| 18 | FLUT | FLUTTER ENTERTAINMENT PLC | $0 | 0.00% | 0 | Exited |
| 19 | VTEX | VTEX | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-12-31