§ 13F · FUND PROFILE
AMS Capital Ltda.
AUM · $291K (13F)Positions · 14Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$40K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 66K | $49K | 16.9% | −9% |
| 2 | AMZN | AMAZON COM INC | 150K | $36K | 12.2% | +53% |
| 3 | NVDA | NVIDIA CORPORATION | 173K | $35K | 11.9% | +370% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 61K | $29K | 10.0% | NEW |
| 5 | GOOGL | ALPHABET INC | 81K | $29K | 9.9% | −28% |
| 6 | NU | NU HLDGS LTD | 1.67M | $22K | 7.7% | −37% |
| 7 | MSFT | MICROSOFT CORP | 51K | $19K | 6.5% | +83% |
| 8 | V | VISA INC | 47K | $16K | 5.5% | −16% |
| 9 | META | META PLATFORMS INC | 23K | $13K | 4.5% | −22% |
| 10 | MELI | MERCADOLIBRE INC | 8K | $13K | 4.5% | −30% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMS SIGNAL
AC read
AMS Capital Ltda is a Other fund managing $291 thousand in assets. The fund runs a focused portfolio of just 14 positions.
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