BGDR
BC Gestao de Recursos Portfolio holdings
AUM
$38.2M
This Quarter Return
+32.67%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$282M
AUM Growth
–
Cap. Flow
+$282M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
CZZ
Cosan Limited
CZZ
|
$113M |
| 2 |
Mercado Libre
MELI
|
$74.8M |
| 3 |
XP
XP
|
$49M |
| 4 |
StoneCo
STNE
|
$44.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 40.2% |
| 2 | Consumer Discretionary | 26.58% |
| 3 | Financials | 17.42% |
| 4 | Technology | 15.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CZZ
1
DELISTED
Cosan Limited
CZZ
| $113M | 40.2% |
+6,141,888
| New | +$113M |
|
|
2
Mercado Libre
MELI
$125B
| $74.8M | 26.58% |
+44,667
| New | +$74.8M |
|
|
3
XP
XP
$9.56B
| $49M | 17.42% |
+1,236,194
| New | +$49M |
|
|
4
StoneCo
STNE
$4.41B
| $44.5M | 15.8% |
+530,084
| New | +$44.5M |
|