TB Capital Gestao de Recursos Ltda.
Rio de Janeiro D5 · SEC CIK 0002077092
$1.83亿2026Q2 申报市值
19持仓数
77.0%前十大占比 · 第一大 12.4%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPGI 新建仓+$1,059.98万
MELI 新建仓+$570.32万
NU 加仓+$506.87万
DLO 加仓+$399.78万
BKNG 加仓+$398.22万
2026Q2 卖出最多 按季末市值估算
ABNB 减仓-$901.34万
NVDA 清仓-$654.09万
MERCADOLIBRE INC 清仓-$604.29万
TSM 减仓-$367.30万
APO 减仓-$229.90万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | $2,272.86万 | 12.44% | 127,517 | 22,342 | 21.2% | $398.22万 | 加仓 |
| ABNB | AIRBNB INC | $1,854.22万 | 10.15% | 129,575 | -62,987 | -32.7% | -$901.34万 | 减仓 |
| NU | NU HLDGS LTD | $1,679.14万 | 9.19% | 1,256,844 | 379,397 | 43.2% | $506.87万 | 加仓 |
| DLO | DLOCAL LTD | $1,445.28万 | 7.91% | 1,112,612 | 307,756 | 38.2% | $399.78万 | 加仓 |
| SAP | SAP SE | $1,415.36万 | 7.75% | 91,841 | 14,160 | 18.2% | $218.22万 | 加仓 |
| CPNG | COUPANG INC | $1,245.79万 | 6.82% | 717,205 | 219,599 | 44.1% | $381.44万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1,158.87万 | 6.34% | 97,952 | -19,432 | -16.6% | -$229.90万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1,059.98万 | 5.80% | 26,027 | 26,027 | — | $1,059.98万 | 新建仓 |
| V | VISA INC | $1,053.05万 | 5.76% | 30,693 | 10,172 | 49.6% | $348.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $892.49万 | 4.88% | 23,926 | -4,080 | -14.6% | -$152.19万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $890.02万 | 4.87% | 17,329 | 4,980 | 40.3% | $255.77万 | 加仓 |
| META | META PLATFORMS INC | $736.84万 | 4.03% | 13,081 | -549 | -4.0% | -$30.92万 | 减仓 |
| MELI | MERCADOLIBRE INC | $570.32万 | 3.12% | 3,360 | 3,360 | — | $570.32万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $531.92万 | 2.91% | 11,138 | -7,691 | -40.8% | -$367.30万 | 减仓 |
| ADBE | ADOBE INC | $477.06万 | 2.61% | 23,269 | -416 | -1.8% | -$8.53万 | 减仓 |
| AMZN | AMAZON COM INC | $469.05万 | 2.57% | 19,680 | -918 | -4.5% | -$21.88万 | 减仓 |
| GOOG | ALPHABET INC | $310.65万 | 1.70% | 8,792 | -1,920 | -17.9% | -$67.84万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $206.75万 | 1.13% | 4,503 | 4,503 | — | $206.75万 | 新建仓 |
| GOOGL | ALPHABET INC | $6,433 | 0.00% | 18 | 18 | — | $6,433 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -37,505 | -100.0% | -$654.09万 | 清仓 |
| — | MERCADOLIBRE INC | $0 | 0.00% | 0 | -3,495 | -100.0% | -$604.29万 | 清仓 |