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TB Capital Gestao de Recursos Ltda.

Q4 2025 13F Holdings

  • Location
    rio de janeiro, D5
  • Num holdings

    15

  • Value ($000)

    $167,741

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0002077092
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
ABNB

AIRBNB INC

COM CL A
009066101
$30.41M
18 %

224,060

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$18.61M
11 %

61,251

A
APO

APOLLO GLOBAL MGMT INC

COM
03769M106
$14.73M
9 %

101,757

C
CPNG

COUPANG INC

CL A
22266T109
$13.26M
8 %

562,173

---

DLOCAL LTD

CLASS A COM
G29018101
$13.06M
8 %

923,768

B
BKNG

BOOKING HOLDINGS INC

COM
09857L108
$12.56M
8 %

2,346

A
ADBE

ADOBE INC

COM
00724F101
$10.42M
6 %

29,779

M
MSFT

MICROSOFT CORP

COM
594918104
$9.27M
6 %

19,171

N
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$8.26M
5 %

493,152

M
META

META PLATFORMS INC

CL A
30303M102
$6.74M
4 %

10,205

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