BRC-Global BAH Investments Ltd. — 13F Holdings

2026 Q1  ·  1 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, BRC-Global BAH Investments Ltd. maintained a portfolio of 1 distinct positions. They heavily accumulated shares in STONECO LTD, increasing the position by 32.7%.
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PCA Score Concentration Risk
Risk ENB
Total Positions
1
Quarter
2026 Q1
Top Holding
STNE (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
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BRC-Global BAH Investments Ltd. Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
STNE
STONECO LTD
Technology 100.00% 100.00% #1
Prev: #1
8.5
1,867,018 32.7%
P
S
7,580,409 $107,035,375
$12.08 -6.8%
$11.66 -3.5%
2025 Q4 13F Filing 2026-03-31 2026-04-29
Showing 1-1 of 1 holdings

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