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.
TB Capital Gestao de Recursos Ltda. (CIK 2077092) reported $163.5M across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ABNB ($24.3M, 14.88%), BKNG ($17.7M, 10.84%), SAP ($13.3M, 8.14%), APO ($13.1M, 8.00%), NU ($12.6M, 7.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ABNB | AIRBNB INC | $24.3M | 14.88% | 192,562 | Trimmed |
| 2 | BKNG | BOOKING HOLDINGS INC | $17.7M | 10.84% | 4,207 | Added |
| 3 | SAP | SAP SE | $13.3M | 8.14% | 77,681 | New |
| 4 | APO | APOLLO GLOBAL MGMT INC | $13.1M | 8.00% | 117,384 | Added |
| 5 | NU | NU HLDGS LTD | $12.6M | 7.71% | 877,447 | Added |
| 6 | DLO | DLOCAL LTD | $10.4M | 6.39% | 804,856 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $10.4M | 6.34% | 28,006 | Added |
| 8 | CPNG | COUPANG INC | $9.4M | 5.75% | 497,606 | Trimmed |
| 9 | META | META PLATFORMS INC | $7.8M | 4.77% | 13,630 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $6.5M | 4.00% | 37,505 | New |
| 11 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $6.4M | 3.89% | 18,829 | Trimmed |
| 12 | V | VISA INC | $6.2M | 3.79% | 20,521 | Added |
| 13 | MA | MASTERCARD INCORPORATED | $6.2M | 3.77% | 12,349 | Added |
| 14 | MELI | MERCADOLIBRE INC | $6.0M | 3.70% | 3,495 | Added |
| 15 | ADBE | ADOBE INC | $5.8M | 3.52% | 23,685 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $4.3M | 2.62% | 20,598 | Trimmed |
| 17 | GOOG | ALPHABET INC | $3.1M | 1.88% | 10,712 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31