0001717977-21-000004.txt : 20211026 0001717977-21-000004.hdr.sgml : 20211026 20211026085718 ACCESSION NUMBER: 0001717977-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211026 DATE AS OF CHANGE: 20211026 EFFECTIVENESS DATE: 20211026 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: 211346326 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 09-30-2021 09-30-2021 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 10-25-2021 0 25 475033 INFORMATION TABLE 2 Form13FInfoTable.xml AMS CAPITAL LTDA INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 21954 148285 SH SOLE N/A 148285 0 0 ALPHABET INC CAP STK CL A 02079K305 14023 5245 SH SOLE N/A 5245 0 0 AMAZON COM INC COM 023135106 19250 5860 SH SOLE N/A 5860 0 0 ARK ETF TR GENOMIC REV ETF 00214Q302 6927 92700 SH SOLE N/A 92700 0 0 CONSTELLATION BRANDS INC CL A 21036P108 11588 55000 SH SOLE N/A 55000 0 0 COUPANG INC CL A 22266T109 3118 111965 SH SOLE N/A 111965 0 0 DISNEY WALT CO COM 254687106 11842 70000 SH SOLE N/A 70000 0 0 ETSY INC COM 29786A106 20796 100000 SH SOLE N/A 100000 0 0 FACEBOOK INC CL A 30303M102 14249 41985 SH SOLE N/A 41985 0 0 GERDAU SA SPON ADR REP PFD 373737105 17249 3505864 SH SOLE N/A 3505864 0 0 ISHARES TR MSCI EAFE ETF 464287465 15602 200000 SH Put SOLE N/A 200000 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 17633 350000 SH Put SOLE N/A 350000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 18032 51865 SH SOLE N/A 51865 0 0 MERCADOLIBRE INC COM 58733R102 77404 46090 SH SOLE N/A 46090 0 0 MICROSOFT CORP COM 594918104 23591 83680 SH SOLE N/A 83680 0 0 MP MATERIALS CORP COM CL A 553368101 16760 520000 SH SOLE N/A 520000 0 0 SEA LTD SPONSORD ADS 81141R100 36767 115355 SH SOLE N/A 115355 0 0 SHOPIFY INC CL A 82509L107 2068 1525 SH SOLE N/A 1525 0 0 SPDR SER TR S&P BIOTECH 78464A870 22605 179815 SH SOLE N/A 179815 0 0 SQUARE INC CL A 852234103 7603 31700 SH SOLE N/A 31700 0 0 STONECO LTD COM CL A G85158106 15138 436000 SH SOLE N/A 436000 0 0 SUZANO S A SPON ADS 86959K105 36179 3617889 SH SOLE N/A 3617889 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 11852 106150 SH SOLE N/A 106150 0 0 ULTA BEAUTY INC COM 90384S303 14437 40000 SH SOLE N/A 40000 0 0 YANDEX N V SHS CLASS A N97284108 18366 230470 SH SOLE N/A 230470 0 0