Constellation Investimentos e Participacoes Ltda 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Constellation Investimentos e Participacoes Ltda disclosed 8 US equity positions worth $55.8m in its Q2 2025 13F filing. The largest position was MELI at 43.2% of the reported book, followed by NU and XP. Against the Q1 2025 filing, it opened 0 new positions, added to 4 and reduced 3 among the top 8 holdings.
What did Constellation Investimentos e Participacoes Ltda own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADOLIBRE INC | Consumer Cyclical | 43.2% | $24.1m | 9,219 | 2% | added |
| 2 | NU NU HLDGS LTD | Financial Services | 34.0% | $19.0m | 1,385,541 | 80% | added |
| 3 | XP XP INC | Financial Services | 8.0% | $4.5m | 222,166 | 201% | added |
| 4 | AMBIPAR EMERGENCY RESPONSE | 5.1% | $2.9m | 571,051 | 0% | held | |
| 5 | STNE STONECO LTD | Technology | 4.7% | $2.6m | 163,857 | 73% | added |
| 6 | PBR/A PETROLEO BRASILEIRO SA PETRO | 2.2% | $1.2m | 108,056 | -29% | reduced | |
| 7 | META META PLATFORMS INC | Communication Services | 1.6% | $907.9k | 1,230 | -2% | reduced |
| 8 | NVDA NVIDIA CORPORATION | Technology | 1.1% | $587.7k | 3,720 | -2% | reduced |
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.