Constellation Investimentos e Participacoes Ltda 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Constellation Investimentos e Participacoes Ltda disclosed 12 US equity positions worth $180.6m in its Q3 2024 13F filing. The largest position was MELI at 41.2% of the reported book, followed by NU and STNE.
What did Constellation Investimentos e Participacoes Ltda own in Q3 2024? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADOLIBRE INC | Consumer Cyclical | 41.2% | $74.4m | 36,265 | – | |
| 2 | NU NU HLDGS LTD | Financial Services | 28.0% | $50.6m | 3,705,676 | – | |
| 3 | STNE STONECO LTD | Technology | 19.0% | $34.3m | 3,047,576 | – | |
| 4 | ITUB ITAU UNIBANCO HLDG S A | Financial Services | 4.8% | $8.6m | 1,291,000 | – | |
| 5 | PBR/A PETROLEO BRASILEIRO SA PETRO | 2.8% | $5.1m | 387,900 | – | ||
| 6 | AMBIPAR EMERGENCY RESPONSE | 1.9% | $3.4m | 572,357 | – | ||
| 7 | SUZ SUZANO S A | Basic Materials | 1.0% | $1.8m | 184,400 | – | |
| 8 | META META PLATFORMS INC | Communication Services | 0.4% | $738.4k | 1,290 | – | |
| 9 | NVDA NVIDIA CORPORATION | Technology | 0.3% | $484.5k | 3,990 | – | |
| 10 | BX BLACKSTONE INC | Financial Services | 0.2% | $441.8k | 2,885 | – | |
| 11 | UBER UBER TECHNOLOGIES INC | Technology | 0.2% | $403.8k | 5,373 | – | |
| 12 | VTEX VTEX | Technology | 0.2% | $293.1k | 39,398 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.