AMS Capital Ltda
Long book
$257.5M
Q1 2026
Positions
15
Top-10 weight
88%
concentration
Last quarter
+10.4%
SPY +14.8%
Turnover
19%
of book per quarter
Strategy in plain words
auto-generated from filingsAMS Capital Ltda is a concentrated fundamental stock-picker, running a $257.5M US long book across 15 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years.
Over the last 9 quarters its long book ran on average 1.5pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+5.7%
Q2 2024
+4.7%
Q3 2024
+2.8%
Q4 2024
-5.0%
Q1 2025
+22.0%
Q2 2025
+3.8%
Q3 2025
-2.8%
Q4 2025
-14.3%
Q1 2026
+10.4%
Sector allocation
No sector data
Long book by quarter
What does AMS Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR/ARESTATEMENT | Jun 17, 2026 | 15 | $257.5M | $K fixed canonical | SEC ↗ |
| Q1 2026 | 13F-HR | Apr 7, 2026 | 15 | $257K | SEC ↗ | |
| Q4 2025 | 13F-HR | Jan 21, 2026 | 14 | $258.5M | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Dec 10, 2025 | 13 | $244.5M | $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 11, 2025 | 16 | $264.8M | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 10, 2025 | 16 | $242.7M | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 30, 2025 | 16 | $198.9M | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 22, 2024 | 17 | $573.6M | $K fixed canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 5, 2024 | 19 | $478.2M | $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 23, 2024 | 19 | $364.8M | $K fixed canonical | SEC ↗ |
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