The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
APPFOLIO INC | COM CL A | 03783C100 | 86,513,174 | 764,183 | SH | SOLE | 764,183 | 0 | 0 | |||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 116,298,983 | 1,936,380 | SH | SOLE | 1,936,380 | 0 | 0 | |||
META PLATFORMS INC | CL A | 30303M102 | 48,293,701 | 217,187 | SH | SOLE | 217,187 | 0 | 0 | |||
GERDAU SA | SPON ADR REP PFD | 373737105 | 5,214,499 | 810,964 | SH | SOLE | 810,964 | 0 | 0 | |||
RIBBIT LEAP LTD | UNIT 99/99/9999 | G7552B121 | 3,048,542 | 306,386 | SH | SOLE | 306,386 | 0 | 0 | |||
RIBBIT LEAP LTD | *W EXP 09/09/202 | G7552B113 | 44,257 | 86,778 | SH | SOLE | 86,778 | 0 | 0 | |||
MELI KASZEK PIONEER CORP | CLASS A ORD | G5S74L106 | 2,361,821 | 229,303 | SH | SOLE | 229,303 | 0 | 0 | |||
MERCADOLIBRE INC | COM | 58733R102 | 84,652,913 | 71,168 | SH | SOLE | 71,168 | 0 | 0 | |||
NATURA &CO HOLDING | ADS | 63884N108 | 163,754,245 | 14,995,810 | SH | SOLE | 14,995,810 | 0 | 0 | |||
NU HOLDINGS LTD | ORD SHS CL A | G6683N103 | 10,553,780 | 1,367,070 | SH | SOLE | 1,367,070 | 0 | 0 | |||
OKTA INC | CL A | 679295105 | 56,084,659 | 371,520 | SH | SOLE | 371,520 | 0 | 0 | |||
RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 768,311 | 8,819 | SH | SOLE | 8,819 | 0 | 0 | |||
TEMPUR SEALY INTL INC | COM | 88023U101 | 136,473,686 | 4,888,026 | SH | SOLE | 4,888,026 | 0 | 0 | |||
VALE SA | SPONSORED ADS | 91912E105 | 75,107,947 | 3,757,276 | SH | SOLE | 3,757,276 | 0 | 0 | |||
VTEX | SHS CL A | G9470A102 | 18,317,000 | 2,978,374 | SH | SOLE | 2,978,374 | 0 | 0 | |||
WALDENCAST ACQUISITION CORP | UNIT 03/11/2026 | G9460C126 | 8,334,900 | 810,000 | SH | SOLE | 810,000 | 0 | 0 | |||
XP INC | CL A | G98239109 | 40,495,125 | 1,345,353 | SH | SOLE | 1,345,353 | 0 | 0 |