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TB Capital Gestao de Recursos Ltda.

CIK:0002077092
Asset Manager
$0 AUM
18 holdings
Rio de Janeiro, RJ, Brazil
Founded:2022
Latest filing:Jun 30, 2025

TB Capital Gestao de Recursos Ltda. is a Brazilian investment management firm headquartered in Rio de Janeiro. Founded in 2022, the firm manages investment funds and operates within Brazil's financial sector, focusing on offering asset management solutions. As a relatively new and active entity, it serves private and institutional clients seeking sophisticated investment strategies in domestic and international markets.

Investment Strategy

Publicly available details do not elaborate on the specific investment strategy of TB Capital Gestao de Recursos Ltda.; however, as an investment management and fund administration firm, it likely manages collective investment vehicles or mandates, focusing on delivering risk-adjusted returns in both Brazilian and global asset classes. Further specificity would require regulatory filings or disclosures.

Top Buys
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+$20.0M
X
XPXP INC
+$18.5M
A
ABNBAIRBNB INC
+$11.3M
B
BKNGBOOKING HOLDINGS INC
+$11.2M
S
STNESTONECO LTD
+$11.0M
Top Sells
M
MAMASTERCARD INCORPORATED
+$4.5M
V
VVISA INC
+$2.8M
G
GOOGALPHABET INC
+$2.3M
M
MSFTMICROSOFT CORP
+$1.9M
J
JDJD.COM INC
+$1.9M

Top Holdings

T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+17.3%$20.0M
X
XPXP INC
+16.0%$18.5M
A
ABNBAIRBNB INC
+9.8%$11.3M
B
BKNGBOOKING HOLDINGS INC
+9.7%$11.2M
S
STNESTONECO LTD
+9.5%$11.0M

Equity Positions (18)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
T
TSM
TAIWAN SEMICONDUCTOR MFG LTD17.32%$20.0M88,153$226.49$226.49+$20.0M
X
XP
XP INC16.03%$18.5M914,777$20.20$20.20+$18.5M
A
ABNB
AIRBNB INC9.79%$11.3M85,269$132.34$132.34+$11.3M
B
BKNG
BOOKING HOLDINGS INC9.70%$11.2M1,931$5789.24$5789.24+$11.2M
S
STNE
STONECO LTD9.52%$11.0M683,854$16.04$16.04+$11.0M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+17.3%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+16.0%
SERVICES-BUSINESS SERVICES, NEC
+13.7%
SERVICES-TO DWELLINGS & OTHER BUILDINGS
+9.8%
TRANSPORTATION SERVICES
+9.7%