Filed: 1/21/2026ACC: 0001717977-26-000001
📋 What this filing means
AMS CAPITAL LTDA filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $258.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$258.5K
Total AUM (reported)
3.35M
Total Shares
Allocation by class
COM$110.5K42.7%
CL A$49.8K19.3%
CORE S&P500 ETF$33.8K13.1%
ORD SHS CL A$30.9K12.0%
SPONSORED ADS$14.4K5.6%
COM CL A$11.0K4.3%
SHS$4.1K1.6%
Portfolio Concentration
Top 3$105.1K40.6%
4–10$134.6K52.1%
11–25$18.8K7.3%
Top 3 weight
40.6%
Top 10 weight
92.7%
Voting Authority Distribution
Total shares with voting rights: 3.35M
Sole
Full voting authority
3.35M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
AMAZON COM INC
SOLEShares156.41K
TypeSH
Market value$36.1K
13.97%
Sole
156.41K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares72.61K
TypeSH
Market value$35.1K
13.59%
Sole
72.61K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares49.41K
TypeSH
Market value$33.8K
13.09%
Sole
49.41K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares50.14K
TypeSH
Market value$33.1K
12.81%
Sole
50.14K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.85M
TypeSH
Market value$30.9K
11.96%
Sole
1.85M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares12.23K
TypeSH
Market value$24.6K
9.53%
Sole
12.23K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares706.62K
TypeSH
Market value$16.7K
6.45%
Sole
706.62K
Shared
0.00
None
0.00
VISA INC
SOLEShares31.48K
TypeSH
Market value$11.0K
4.27%
Sole
31.48K
Shared
0.00
None
0.00
EMBRAER S.A.
SOLEShares157.26K
TypeSH
Market value$10.1K
3.92%
Sole
157.26K
Shared
0.00
None
0.00
INTAPP INC
SOLEShares176.62K
TypeSH
Market value$8.1K
3.13%
Sole
176.62K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares35.07K
TypeSH
Market value$6.5K
2.53%
Sole
35.07K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares14.09K
TypeSH
Market value$4.3K
1.66%
Sole
14.09K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares27.48K
TypeSH
Market value$4.1K
1.57%
Sole
27.48K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.65K
TypeSH
Market value$4.0K
1.53%
Sole
12.65K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 156.41K | SH | $36.1K 13.97% | 156.41K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 72.61K | SH | $35.1K 13.59% | 72.61K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 49.41K | SH | $33.8K 13.09% | 49.41K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 50.14K | SH | $33.1K 12.81% | 50.14K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.85M | SH | $30.9K 11.96% | 1.85M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 12.23K | SH | $24.6K 9.53% | 12.23K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 706.62K | SH | $16.7K 6.45% | 706.62K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 31.48K | SH | $11.0K 4.27% | 31.48K | 0.00 | 0.00 |
EMBRAER S.A.SOLE | SPONSORED ADS | 157.26K | SH | $10.1K 3.92% | 157.26K | 0.00 | 0.00 |
INTAPP INCSOLE | COM | 176.62K | SH | $8.1K 3.13% | 176.62K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 35.07K | SH | $6.5K 2.53% | 35.07K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 14.09K | SH | $4.3K 1.66% | 14.09K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 27.48K | SH | $4.1K 1.57% | 27.48K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 12.65K | SH | $4.0K 1.53% | 12.65K | 0.00 | 0.00 |