NVNI β€” NVNI GROUP LIMITED

Ownership history in MORGAN STANLEY  Β·  8 quarters on record

This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in NVNI GROUP LIMITED (NVNI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

MORGAN STANLEY Γ— NVNI AI Analytics

πŸ“ˆ MORGAN STANLEY outperformed the S&P 500 by +150.8% annually on this NVNI position. Maximum drawdown during holding period: –91.3%.

πŸ“ˆ Position Alpha vs SPY
+150.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 150.8% per year on this position.
6 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–91.3%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 3 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NVNI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,000 β€” 0% 0.00% $830 $8.30
2025 Q2 UNCHANGED 1,000 β€” 0% 0.00% $296 $2.96
2025 Q1 UNCHANGED 1,000 β€” 0% 0.00% $214 $2.14
2024 Q4 UNCHANGED 1,000 β€” 0% 0.00% $2K $24.50
2024 Q3 UNCHANGED 1,000 β€” 0% 0.00% $846 $8.46
2024 Q2 UNCHANGED 1,000 β€” 0% 0.00% $1K $10.40
2024 Q1 UNCHANGED 1,000 β€” 0% 0.00% $2K $18.90
2023 Q4 INITIATED 1,000 β€” β€” 0.00% $1K β€”

🏒 Other funds also holding NVNI

As of 2025 Q4 β€” sorted by position size

Turim 21 Investimentos Ltda. 3Y 7Y 0.01% XTX Topco Ltd 3Y 0.0% Cheviot Value Management, LLC 3Y 7Y 0.0%
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