Long-term investor
Tb Capital Gestao De Recursos Ltda. @tbcapitalgestaoderecurso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002077092).
Record
- Tracked since 2025-06-30 (449 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months -7.6% · 1 year n/a · all -19.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BKNG · 12.4% · long · since 2025-06-30
- ABNB · 10.1% · long · since 2025-06-30
- NU · 9.2% · long · since 2025-06-30
- DLO · 7.9% · long · since 2025-06-30
- SAP · 7.7% · long · since 2026-03-31
- CPNG · 6.8% · long · since 2025-06-30
- APO · 6.3% · long · since 2025-06-30
- SPGI · 5.8% · long · since 2026-06-30
- V · 5.8% · long · since 2025-06-30
- MSFT · 4.9% · long · since 2025-06-30
- MA · 4.9% · long · since 2025-06-30
- META · 4.0% · long · since 2025-06-30