AMS Capital Ltda — 13F holdings

AMS Capital Ltda reported 14 holdings worth $291M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. IVV ISHARES TR — $49.2M (16.9%)
2. AMZN AMAZON COM INC — $35.6M (12.2%)
3. NVDA NVIDIA CORPORATION — $34.7M (11.9%)
4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $29.2M (10.0%)
5. GOOGL ALPHABET INC — $28.8M (9.9%)
6. NU NU HLDGS LTD — $22.4M (7.7%)
7. MSFT MICROSOFT CORP — $18.9M (6.5%)
8. V VISA INC — $16.1M (5.5%)
9. META META PLATFORMS INC — $13.2M (4.5%)
10. MELI MERCADOLIBRE INC — $13.0M (4.5%)