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Velt Partners Investimentos Ltda. 13F Filings, Portfolio & Analysis

CIK: 0001796592
Sao Paolo Avenida Brigadeiro Faria Lima 3355 21 Andar
Zip Code: SP04538133
Latest Portfolio Value
$51.06 M
+28.17%
Total Holdings
4
1
Latest Report Date
Q3 2023
Top 10 Concentration
100.00%

Velt Partners Investimentos Ltda. — Portfolio Overview & Company Profile

Velt Partners Investimentos Ltda. (CIK: 0001796592) is a financial institution headquartered at Avenida Brigadeiro Faria Lima 3355, 21 Andar, Sao Paolo, Brazil SP04538133. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2023-09-30), the institution manages a portfolio valued at $51.06 M, comprising 4 distinct securities. Over its filing history, it has submitted 19 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2023 — Top-10 concentration: 100.0%. Quarterly turnover: 6.1%. ▲ 1 new, +1 added, −2 reduced, ×0 exited.

Portfolio Summary (Q3 2023)

Top Buys

Q3 2023

Top Sells

Q3 2023
−$2.47 M
−$301,600

Asset Allocation

Stocks/ETFs
+28.17%
$51.06 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2023)

Name Shares Market Value Weight Change Activity
29,625 $37.56 M 73.57% ▲ 4,137 Add 16.2%
640,831 $6.84 M 13.39% ▲ 640,831 New Buy
598,500 $4.34 M 8.50% ▼ 41,600 Reduce -6.5%
462,766 $2.32 M 4.54% ▼ 493,461 Reduce -51.6%

Historical Portfolio Charts