Gavea Investimentos’s VTEX VTEX Stock Holding History

Gavea Investimentos’s Portfolio VTEX Stock Details VTEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$15.4M	Hold	4,163,670	–	–	19.86%	2
2022 Q2	$12.8M	Hold	4,163,670	–	–	22.25%	3
2022 Q1	$25.6M	Hold	4,163,670	–	–	41.18%	1
2021 Q4	$44.6M	Hold	4,163,670	–	–	40.18%	1
2021 Q3	$85.6M	Buy	+4,163,670	New	+$104M	58.31%	1

Other funds holding VTEX

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DADR

Dynamo Administracao de Recursos Rio De Janeiro, Brazil $18.5M AUM 37.41% 1-Year Est. Return

DIGDR

Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

RCM

Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

VPI

VELT Partners Investimentos Sao Paolo, Brazil $51.1M AUM 55.37% 1-Year Est. Return

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Gavea Investimentos's VTEX Position: Q3 2022 in Review

Gavea Investimentos held its VTEX (VTEX) position steady in Q3 2022 at 4,163,670 shares worth $15.4M. The position accounts for 19.86% of the portfolio, ranked #2.

Gavea Investimentos first reported a position in VTEX in Q3 2021 and has held it in 5 quarters since. The position peaked at $85.6M in Q3 2021. 59 funds tracked by Wall St. Rank hold VTEX as of Q3 2022.

Gavea Investimentos held 4,163,670 shares of VTEX worth $15.4M as of Q3 2022.
Gavea Investimentos left its VTEX share count unchanged in Q3 2022.
VTEX made up 19.86% of Gavea Investimentos's portfolio in Q3 2022, its #2 holding.
Gavea Investimentos first reported a position in VTEX in Q3 2021 and has held it in 5 quarters since.
Gavea Investimentos's VTEX position peaked at $85.6M in Q3 2021.
59 funds tracked by Wall St. Rank held VTEX as of Q3 2022.

Based on Gavea Investimentos's 13F filing for Q3 2022, filed 10 Nov 2022.