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AMS Capital Ltda

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13F filer, CIK 1717977, SAO PAULO, Brazil

AMS Capital Ltda reported $257,486,000 across 15 holdings for the quarter ended 2026-03-31, in a 13F-HR/A filed 2026-06-17. Its ten largest share positions make up 87.93% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001717977-26-000003

Period
2026-03-31
Reported value
$257M
Holdings
15
Top 10 weight
87.93%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLadded+98,823$29M
IVVadded+22,888$15M
NUadded+825,817$11.9M
SEnew+99,725$8.26M
Vadded+24,608$7.44M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSFTreduced-44,976-$16.6M
AMZNreduced-58,778-$12.5M
METAreduced-20,074-$11.5M
TSMexited-14,090-$4.28M
MELIreduced-1,286-$2.22M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR/A 0001717977-26-000003, largest first. % of portfolio is the value over $257,486,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546,178 shares; 2024Q4: not reported; 2025Q1: 61,143 shares; 2025Q2: 56,983 shares; 2025Q3: 40,749 shares; 2025Q4: 49,414 shares; 2026Q1: 72,302 shares 72,302$47.2M18.34%+22,888Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031,762 shares; 2024Q4: 1,462,977 shares; 2025Q1: 2,088,292 shares; 2025Q2: 2,116,902 shares; 2025Q3: 1,792,553 shares; 2025Q4: 1,846,332 shares; 2026Q1: 2,672,149 shares 2,672,149$38.4M14.91%+825,817Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,855 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,500 shares; 2025Q3: not reported; 2025Q4: 12,651 shares; 2026Q1: 111,474 shares 111,474$32.7M12.69%+98,823Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,455 shares; 2024Q4: 147,413 shares; 2025Q1: 167,293 shares; 2025Q2: 146,251 shares; 2025Q3: 207,299 shares; 2025Q4: 156,405 shares; 2026Q1: 97,627 shares 97,627$20.8M8.09%-58,778Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,185 shares; 2025Q3: 826 shares; 2025Q4: 12,235 shares; 2026Q1: 10,949 shares 10,949$18.9M7.35%-1,286Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,809 shares; 2024Q4: 42,684 shares; 2025Q1: 46,389 shares; 2025Q2: 45,414 shares; 2025Q3: 61,363 shares; 2025Q4: 50,141 shares; 2026Q1: 30,067 shares 30,067$17.2M6.68%-20,074Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,936 shares; 2024Q4: 29,176 shares; 2025Q1: 39,696 shares; 2025Q2: 42,506 shares; 2025Q3: 31,483 shares; 2025Q4: 31,483 shares; 2026Q1: 56,091 shares 56,091$17M6.58%+24,608Timeline
EMBJEMBRAER S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157,258 shares; 2026Q1: 202,239 shares 202,239$12M4.66%+44,981Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,646 shares; 2024Q4: 236,914 shares; 2025Q1: 461,630 shares; 2025Q2: 407,493 shares; 2025Q3: 254,261 shares; 2025Q4: 706,616 shares; 2026Q1: 633,217 shares 633,217$12M4.64%-73,399Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,357 shares; 2024Q4: 63,739 shares; 2025Q1: 96,782 shares; 2025Q2: 84,223 shares; 2025Q3: 88,347 shares; 2025Q4: 72,609 shares; 2026Q1: 27,633 shares 27,633$10.2M3.97%-44,976Timeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176,619 shares; 2026Q1: 324,186 shares 324,186$8.33M3.23%+147,567Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,725 shares 99,725$8.26M3.21%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,147 shares; 2025Q1: 125,132 shares; 2025Q2: 60,746 shares; 2025Q3: not reported; 2025Q4: 35,068 shares; 2026Q1: 36,810 shares 36,810$6.42M2.49%+1,742Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,480 shares; 2026Q1: 67,172 shares 67,172$4.64M1.8%+39,692Timeline
CHYMCHIME FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183,624 shares 183,624$3.44M1.34%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TSMTAIWAN SEMICONDUCTOR MANUFAC14,090$4.28Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001717977-26-000002 superseded2026-04-07acceptance time not in the bulk data set
13F-HR/A 0001717977-26-000003 baserestatement2026-06-17acceptance time not in the bulk data set