TB Capital Gestao de Recursos Ltda.
TB Capital Gestao de Recursos Ltda. reported 19 positions worth $182.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: BKNG (12.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BKNG | SH | $22.7M | 12.44% | 127,517 | — | — | |
| ▸ 2 | ABNB | SH | $18.5M | 10.15% | 129,575 | — | — | |
| ▸ 3 | NU | SH | $16.8M | 9.19% | 1,256,844 | — | — | |
| ▸ 4 | DLO | SH | $14.5M | 7.91% | 1,112,612 | — | — | |
| ▸ 5 | SAP | SH | $14.2M | 7.75% | 91,841 | — | — | |
| ▸ 6 | CPNG | SH | $12.5M | 6.82% | 717,205 | — | — | |
| ▸ 7 | APO | SH | $11.6M | 6.34% | 97,952 | — | — | |
| ▸ 8 | SPGI | SH | $10.6M | 5.80% | 26,027 | — | — | |
| ▸ 9 | V | SH | $10.5M | 5.76% | 30,693 | — | — | |
| ▸ 10 | MSFT | SH | $8.9M | 4.88% | 23,926 | — | — |
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Frequently Asked Questions
What stocks does TB Capital Gestao de Recursos Ltda. hold as of Q2 2026?
TB Capital Gestao de Recursos Ltda. reported 19 positions worth $182.7M in its Q2 2026 13F filing. Largest positions: BKNG (12.4%), ABNB (10.1%), NU (9.2%), DLO (7.9%) and SAP (7.7%).
What did TB Capital Gestao de Recursos Ltda. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TB Capital Gestao de Recursos Ltda. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.