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Showing Q4 2023 data
VELT Partners Investimentos Ltda.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
VELT Partners Investimentos Ltda.
•CIK: 1796592•Filing: Q4 2023
**VELT Partners Investimentos Ltda.** manages $51M across a concentrated portfolio of four positions. The fund exhibits a significant overweight to MLB1, representing $37.6M of its total assets. Further allocations include $6.8M in DSECF, $4.3M in AIG, and $2.3M in MS-PL. This structure indicates a focused, high-conviction approach to its investment mandate.
Total AUM
$51.1M
QoQ Performance
N/A
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q4 2023
Top Holdings Allocation
MLB1
STNE
NU
MLB173.6%
STNE13.4%
NU8.5%
VTEX4.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%