# BC Gestao de Recursos Ltda.

> Institutional holdings reported to the SEC as of Q3 2023 on Form 13F. CIK 1831219. Source: https://holderbook.com/funds/1831219-bc-gestao-de-recursos-ltda/

- Reported value: $38.2M
- Positions: 2
- Weight of the ten largest: 100.0%
- Filed: 2023-11-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| STONECO LTD | [STNE](https://holderbook.com/stocks/STNE/) | $27.9M | 2,617,213 | 73.1% | 2 |
| CI&T INC | [CINT](https://holderbook.com/stocks/CINT/) | $10.3M | 1,582,297 | 26.9% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2023 | $38.2M | 2 |
| Q2 2023 | $24.3M | 1 |
| Q3 2022 | $4.5M | 1 |
| Q2 2022 | $16.0M | 2 |
| Q1 2022 | $99.0M | 3 |
| Q4 2021 | $115.4M | 3 |
| Q3 2021 | $101.8M | 3 |
| Q2 2021 | $184.5M | 3 |
| Q1 2021 | $174.5M | 4 |
| Q4 2020 | $281.5M | 4 |