Latest VELT Partners Investimentos Ltda. Stock Portfolio
About VELT Partners Investimentos Ltda. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, VELT Partners Investimentos Ltda. reported an equity portfolio of $51.1 Millions as of 30 Sep, 2023.
The top stock holdings of VELT Partners Investimentos Ltda. are MELI, STNE, NU. The fund has invested 73.6% of it's portfolio in MERCADOLIBRE INC and 13.4% of portfolio in STONECO LTD.
They significantly reduced their stock positions in VTEX (VTEX) and NU HLDGS LTD (NU). VELT Partners Investimentos Ltda. opened new stock positions in STONECO LTD (STNE). The fund showed a lot of confidence in some stocks as they added substantially to MERCADOLIBRE INC (MELI).
The top stock holdings of VELT Partners Investimentos Ltda. are MELI, STNE, NU. The fund has invested 73.6% of it's portfolio in MERCADOLIBRE INC and 13.4% of portfolio in STONECO LTD.
They significantly reduced their stock positions in VTEX (VTEX) and NU HLDGS LTD (NU). VELT Partners Investimentos Ltda. opened new stock positions in STONECO LTD (STNE). The fund showed a lot of confidence in some stocks as they added substantially to MERCADOLIBRE INC (MELI).
New Buys
| Ticker | $ Bought |
|---|---|
| stoneco ltd | 6,837,670 |
New stocks bought by VELT Partners Investimentos Ltda.
Additions
| Ticker | % Inc. |
|---|---|
| mercadolibre inc | 16.23 |
Additions to existing portfolio by VELT Partners Investimentos Ltda.
Reductions
| Ticker | % Reduced |
|---|---|
| vtex | -51.61 |
| nu hldgs ltd | -6.5 |
VELT Partners Investimentos Ltda. reduced stake in above stock
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VELT Partners Investimentos Ltda. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of VELT Partners Investimentos Ltda.
Last Reported on: 14 Feb, 2024| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| MELI | mercadolibre inc | 73.57 | 29,625 | 37,560,900 | added | 16.23 | ||
Historical Trend of MERCADOLIBRE INC Position Held By VELT Partners Investimentos Ltda.What % of Portfolio is MELI?:Number of MELI shares held:Change in No. of Shares Held: | ||||||||
| STNE | stoneco ltd | 13.39 | 640,831 | 6,837,670 | new | |||
| NU | nu hldgs ltd | 8.50 | 598,500 | 4,339,120 | reduced | -6.5 | ||
| VTEX | vtex | 4.54 | 462,766 | 2,318,460 | reduced | -51.61 | ||
