Bw Gestao De Investimentos Ltda.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
87
Total Value
2108939961
Accession Number
0001568280-25-000003
Form Type
13F-HR
CIK
0001568280
Manager Name
Bw Gestao De Investimentos Ltda.
Data Enrichment
85% identified
74 identified13 unidentified

Holdings

87 positions
Manager:
SEC
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Page 3 of 5
ALBEMARLE CORP
ALB|012653101
Shares:
116733(+65.5%)
Value:
$8.4B(+38.5%)
DECKERS OUTDOOR CORP
DECK|243537107
Shares:
72800
Value:
$8.1B
Waste Connections, Inc.
WCN|94106B101
Shares:
38706(-29.5%)
Value:
$7.6B(-19.8%)
37954Y830
37954Y830
Shares:
190001
Value:
$7.4B
Amentum Holdings, Inc.
AMTM|023939101
Shares:
394400
Value:
$7.2B
92189F106
GDX|92189F106
Shares:
152000
Value:
$7.0B
EPAM Systems, Inc.
EPAM|29414B104
Shares:
41300
Value:
$7.0B
EQT Corp
EQT|26884L109
Shares:
114001(+0.6%)
Value:
$6.1B(+16.5%)
Alight, Inc. / Delaware
ALIT|01626W101
Shares:
1000000(-64.7%)
Value:
$5.9B(-69.7%)
GAP INC
GAP|364760108
Shares:
227713(+50.1%)
Value:
$4.7B(+30.9%)
Alphabet Inc.
GOOGL|02079K305
Shares:
29571(+82.0%)
Value:
$4.6B(+48.7%)
Broadcom Inc.
AVGO|11135F101
Shares:
22800(+0.0%)
Value:
$3.8B(-27.8%)
878742204
878742204
Shares:
103990(+50.7%)
Value:
$3.8B(+35.4%)
Victoria's Secret & Co.
VSCO|926400102
Shares:
200000
Value:
$3.7B
CARNIVAL CORP
CCL|143658300
Shares:
190001
Value:
$3.7B
CHEMICAL & MINING CO OF CHILE INC
SQM|833635105
Shares:
80000
Value:
$3.2B
AppLovin Corp
APP|03831W108
Shares:
11400(-40.0%)
Value:
$3.0B(-50.9%)
Capri Holdings Ltd
CPRI|G1890L107
Shares:
150000(-85.0%)
Value:
$3.0B(-85.9%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
8164(+0.0%)
Value:
$2.9B(+2.7%)
XP Inc.
XP|G98239109
Shares:
200000
Value:
$2.8B