0001717977-21-000003.txt : 20210809 0001717977-21-000003.hdr.sgml : 20210809 20210809111915 ACCESSION NUMBER: 0001717977-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210809 DATE AS OF CHANGE: 20210809 EFFECTIVENESS DATE: 20210809 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AMS Capital Ltda CENTRAL INDEX KEY: 0001717977 IRS NUMBER: 000000000 STATE OF INCORPORATION: D5 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18296 FILM NUMBER: 211155342 BUSINESS ADDRESS: STREET 1: AV. BRIGADEIRO FARIA LIMA 2277 STREET 2: 10TH FLOOR CITY: SAO PAULO STATE: D5 ZIP: 01452000 BUSINESS PHONE: 551130386400 MAIL ADDRESS: STREET 1: AV. BRIGADEIRO FARIA LIMA 2277 STREET 2: 10TH FLOOR CITY: SAO PAULO STATE: D5 ZIP: 01452000 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001717977 XXXXXXXX 06-30-2021 06-30-2021 AMS Capital Ltda

Av. Brigadeiro Faria Lima 2277 10th Floor Sao Paulo D5 01452000

13F HOLDINGS REPORT 028-18296 N Guilherme Figueiredo 55 11 3038 6445 Guilherme Figueiredo San Paulo D5 8-5-2021 0 29 701975 INFORMATION TABLE 2 Form13FInfoTable.xml AMS CAPITAL LTDA INFORMATION TABLE AFFIRM HLDGS INC COM CL A 00827B106 9429 140000 SH SOLE N/A 140000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15443 68095 SH SOLE N/A 68095 0 0 ALPHABET INC CAP STK CL A 02079K305 20560 8420 SH SOLE N/A 8420 0 0 AMAZON COM INC COM 023135106 33370 9700 SH SOLE N/A 9700 0 0 ARK ETF TR GENOMIC REV ETF 00214Q302 8575 92700 SH SOLE N/A 92700 0 0 BOSTON BEER INC CL A 100557107 18374 18000 SH SOLE N/A 18000 0 0 CANOPY GROWTH CORP COM 138035100 4836 200000 SH SOLE N/A 200000 0 0 DATADOG INC CL A COM 23804L103 10408 100000 SH SOLE N/A 100000 0 0 DOCUSIGN INC COM 256163106 11183 40000 SH SOLE N/A 40000 0 0 ETSY INC COM 29786A106 21325 103600 SH SOLE N/A 103600 0 0 FACEBOOK INC CL A 30303M102 19599 56365 SH SOLE N/A 56365 0 0 GERDAU SA SPON ADR REP PFD 373737105 13322 2257901 SH SOLE N/A 2257901 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 44748 1103800 SH Call SOLE N/A 1103800 0 0 ISHARES TR MBS ETF 464288588 57597 532174 SH SOLE N/A 532174 0 0 MASTERCARD INCORPORATED CL A 57636Q104 16747 45870 SH SOLE N/A 45870 0 0 MERCADOLIBRE INC COM 58733R102 116523 74800 SH SOLE N/A 74800 0 0 MICROSOFT CORP COM 594918104 21756 80310 SH SOLE N/A 80310 0 0 MP MATERIALS CORP COM CL A 553368101 18430 500000 SH SOLE N/A 500000 0 0 PAYPAL HLDGS INC COM 70450Y103 2993 10270 SH SOLE N/A 10270 0 0 SALESFORCE COM INC COM 79466L302 17099 70000 SH SOLE N/A 70000 0 0 SEA LTD SPONSORD ADS 81141R100 29086 105920 SH SOLE N/A 105920 0 0 SERVICENOW INC COM 81762P102 21982 40000 SH SOLE N/A 40000 0 0 SPDR SER TR S&P BIOTECH 78464A870 24347 179815 SH SOLE N/A 179815 0 0 SQUARE INC CL A 852234103 12654 51905 SH SOLE N/A 51905 0 0 STONECO LTD COM CL A G85158106 41309 616000 SH SOLE N/A 616000 0 0 SUZANO S A SPON ADS 86959K105 38359 3185926 SH SOLE N/A 3185926 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 18188 151365 SH SOLE N/A 151365 0 0 VALE S A SPONSORED ADS 91912E105 15484 678841 SH SOLE N/A 678841 0 0 YANDEX N V SHS CLASS A N97284108 18249 257940 SH SOLE N/A 257940 0 0