本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
GAVEA INVESTIMENTOS LTDA (CIK 1523705) reported $77.6M across 4 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: MELI ($37.8M, 48.70%), VTEX ($15.4M, 19.86%), ARCE ($12.3M, 15.90%), XP ($12.1M, 15.54%), KO ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | $37.8M | 48.70% | 45,632 | Added |
| 2 | VTEX | VTEX | $15.4M | 19.86% | 4.2M | Hold |
| 3 | ARCE | ARCO PLATFORM LTD | $12.3M | 15.90% | 1.1M | Added |
| 4 | XP | XP INC | $12.1M | 15.54% | 633,956 | Trimmed |
| 5 | KO | COCA COLA CO | $0 | 0.00% | 0 | Exited |
| 6 | RIO | RIO TINTO PLC | $0 | 0.00% | 0 | Exited |
| 7 | SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | Exited |
| 8 | VALE-P | VALE S A | $0 | 0.00% | 0 | Exited |
| 9 | VEGI | ISHARES INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2022-09-30