Tb Capital Gestao De Recursos Ltda. Top Holdings and 13F Report (2026) About Tb Capital Gestao De Recursos Ltda.Investment ActivityTb Capital Gestao De Recursos Ltda. has $182.70 million in total holdings as of June 30, 2026.Tb Capital Gestao De Recursos Ltda. owns shares of 19 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 33.64% of the portfolio was purchased this quarter.About 16.63% of the portfolio was sold this quarter.This quarter, Tb Capital Gestao De Recursos Ltda. has purchased 17 new stocks and bought additional shares in 7 stocks.Tb Capital Gestao De Recursos Ltda. sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Booking $22,728,630Airbnb $18,542,183NU $16,791,436DLocal $14,452,829SAP $14,153,617 Largest New Holdings this Quarter 78409V104 - S&P Global $10,599,756 Holding58733R102 - MercadoLibre $5,703,230 HoldingL8681T102 - Spotify Technology $2,067,462 Holding02079K305 - Alphabet $6,433 Holding Largest Purchases this Quarter Booking 123,310 shares (about $21.98M)S&P Global 26,027 shares (about $10.60M)MercadoLibre 3,360 shares (about $5.70M)NU 379,397 shares (about $5.07M)DLocal 307,756 shares (about $4.00M) Largest Sales this Quarter Airbnb 62,987 shares (about $9.01M)Taiwan Semiconductor Manufacturing 7,691 shares (about $3.67M)Apollo Global Management 19,432 shares (about $2.30M)Microsoft 4,080 shares (about $1.52M)Alphabet 1,920 shares (about $678.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTb Capital Gestao De Recursos Ltda. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBKNGBooking$22,728,630$21,978,774 â–²2,931.1%127,51712.4%Consumer DiscretionaryABNBAirbnb$18,542,183$9,013,440 â–¼-32.7%129,57510.1%Consumer DiscretionaryNUNU$16,791,436$5,068,744 â–²43.2%1,256,8449.2%FinanceDLODLocal$14,452,829$3,997,750 â–²38.2%1,112,6127.9%FinanceSAPSAP$14,153,617$2,182,198 â–²18.2%91,8417.7%TechnologyCPNGCoupang$12,457,851$3,814,435 â–²44.1%717,2056.8%Consumer DiscretionaryAPOApollo Global Management$11,588,701$2,299,000 â–¼-16.6%97,9526.3%FinanceSPGIS&P Global$10,599,756$10,599,756 â–²New Holding26,0275.8%FinanceVVisa$10,530,461$3,489,911 â–²49.6%30,6935.8%FinanceMSFTMicrosoft$8,924,877$1,521,922 â–¼-14.6%23,9264.9%TechnologyMAMastercard$8,900,174$2,557,728 â–²40.3%17,3294.9%FinanceMETAMeta Platforms$7,368,396$309,246 â–¼-4.0%13,0814.0%Communication ServicesMELIMercadoLibre$5,703,230$5,703,230 â–²New Holding3,3603.1%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$5,319,175$3,672,991 â–¼-40.8%11,1382.9%TechnologyADBEAdobe$4,770,610$85,288 â–¼-1.8%23,2692.6%TechnologyAMZNAmazon.com$4,690,531$218,796 â–¼-4.5%19,6802.6%Consumer DiscretionaryGOOGAlphabet$3,106,477$678,394 â–¼-17.9%8,7921.7%Communication ServicesSPOTSpotify Technology$2,067,462$2,067,462 â–²New Holding4,5031.1%Communication ServicesGOOGLAlphabet$6,433$6,433 â–²New Holding180.0%Communication ServicesNVDANVIDIA$0$6,540,872 â–¼-100.0%00.0%TechnologyMERCADOLIBRE INC$0$6,042,925 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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