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Turim 21 Investimentos Portfolio holdings

AUM $399M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
+3.98%
1 Year Est. Return
+20.13%
3 Year Est. Return
+62.04%
5 Year Est. Return
+64.9%
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$150M
Cap. Flow
+$151M
Cap. Flow %
89.19%
Top 10 Hldgs %
92.68%
Holding
184
New
94
Increased
–
Reduced
–
Closed
90

Top Buys

Rank Stock Value
1
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$25.7M
2
EXPE icon
Expedia Group
EXPE
+$19.2M
3
STZ icon
Constellation Brands
STZ
+$11.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.47M
5
HPX
HPX Corp.
HPX
+$1.01M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.12M
2
C icon
Citigroup
C
+$3.02M
3
MA icon
Mastercard
MA
+$2.39M
4
ABEV icon
Ambev
ABEV
+$2.33M
5
CHD icon
Church & Dwight Co
CHD
+$994K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 12.91%
2 Consumer Staples 6.71%
3 Financials 1.65%
4 Technology 0.45%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XYZ
26
Block Inc
XYZ
$47.5B
$7K ﹤0.01%
+30
New +$7.02K
SNAP icon
27
Snap
SNAP
$9.06B
$6K ﹤0.01%
+106
New +$6.09K
TWTR
28
DELISTED
Twitter, Inc.
TWTR
$6K ﹤0.01%
+101
New +$6.17K
VEEV icon
29
Veeva Systems
VEEV
$38B
$5K ﹤0.01%
+18
New +$5.01K
ISRG icon
30
Intuitive Surgical
ISRG
$139B
$4K ﹤0.01%
+18
New +$4.53K
SNOW icon
31
Snowflake
SNOW
$116B
$4K ﹤0.01%
+19
New +$5.07K
TWLO icon
32
Twilio
TWLO
$38.2B
$4K ﹤0.01%
+13
New +$4.87K
CVNA icon
33
Carvana
CVNA
$81.5B
$3K ﹤0.01%
+65
New +$3.58K
OKTA icon
34
Okta
OKTA
$26.2B
$3K ﹤0.01%
+13
New +$3.27K
PINS icon
35
Pinterest
PINS
$13.8B
$3K ﹤0.01%
+46
New +$3.42K
RPRX icon
36
Royalty Pharma
RPRX
$25.8B
$3K ﹤0.01%
+67
New +$3.18K
W icon
37
Wayfair
W
$14.2B
$3K ﹤0.01%
+8
New +$2.36K
Z icon
38
Zillow
Z
$7.57B
$3K ﹤0.01%
+25
New +$3.71K
COUP
39
DELISTED
Coupa Software Incorporated
COUP
$3K ﹤0.01%
+10
New +$3.15K
DASH icon
40
DoorDash
DASH
$90.7B
$2K ﹤0.01%
+14
New +$2.35K
DDOG icon
41
Datadog
DDOG
$93.8B
$2K ﹤0.01%
+24
New +$2.31K
DXCM icon
42
DexCom
DXCM
$33.1B
$2K ﹤0.01%
+24
New +$2.25K
ILMN icon
43
Illumina
ILMN
$28.9B
$2K ﹤0.01%
+4
New +$1.63K
NET icon
44
Cloudflare
NET
$111B
$2K ﹤0.01%
+29
New +$2.23K
TTD icon
45
Trade Desk
TTD
$6.27B
$2K ﹤0.01%
+30
New +$2.32K
ABNB icon
46
Airbnb
ABNB
$110B
$1K ﹤0.01%
+5
New +$926
CHWY icon
47
Chewy
CHWY
$9.27B
$1K ﹤0.01%
+13
New +$1.26K
DOCU
48
DocuSign
DOCU
$11.4B
$1K ﹤0.01%
+6
New +$1.39K
GH icon
49
Guardant Health
GH
$22.5B
$1K ﹤0.01%
+9
New +$1.36K
MDB icon
50
MongoDB
MDB
$33.6B
$1K ﹤0.01%
+4
New +$1.42K
1
2
3 4 5

Similar funds

FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
KHCM
Kettle Hill Capital Management New York $399M AUM 10.05% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
TPWA
Twin Peaks Wealth Advisors Burlingame, California $397M AUM 23.23% 1-Year Est. Return
LCG
Lisanti Capital Growth New York $397M AUM 178.66% 1-Year Est. Return
BLC
Brown, Lisle/Cummings Providence, Rhode Island $400M AUM 18.79% 1-Year Est. Return

Turim 21 Investimentos's Q1 2021 Portfolio in Review

As of Q1 2021, Turim 21 Investimentos held 184 positions worth $169M, up 773% from $19.3M the previous quarter. Its ten largest holdings account for 93% of the portfolio.

Turim 21 Investimentos deployed $151M of net new capital in Q1 2021, opening 94 new positions. Its largest new stake was KraneShares CSI China Internet ETF: 293,562 shares worth $22.4M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 13% of assets, up from 2.4% a quarter earlier, followed by Consumer Staples and Financials.

On the sell side, the most notable exit was Alphabet (Google) Class C, an estimated $3.12M sold.

  • Turim 21 Investimentos's largest Q1 2021 buy was KraneShares CSI China Internet ETF: 293,562 shares worth $22.4M.
  • Turim 21 Investimentos fully exited Alphabet (Google) Class C in Q1 2021, selling an estimated $3.12M.
  • Turim 21 Investimentos's ten largest holdings make up 93% of its $169M portfolio in Q1 2021.
  • Turim 21 Investimentos opened 94 new positions and closed 90 in Q1 2021.
  • Turim 21 Investimentos's portfolio value rose 773% quarter-over-quarter to $169M.

Based on Turim 21 Investimentos's 13F filing for Q1 2021, filed 14 May 2021.