Constellation Investimentos e Participacoes Ltda 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · this is the latest filing on record
Constellation Investimentos e Participacoes Ltda disclosed 7 US equity positions worth $46.7m in its Q3 2025 13F filing. The largest position was MELI at 48.2% of the reported book, followed by NU and META. Against the Q2 2025 filing, it opened 3 new positions, added to 2 and reduced 1 among the top 7 holdings.
What did Constellation Investimentos e Participacoes Ltda own in Q3 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADOLIBRE INC | Consumer Cyclical | 48.2% | $22.5m | 9,636 | 5% | added |
| 2 | NU NU HLDGS LTD | Financial Services | 45.4% | $21.2m | 1,324,373 | -4% | reduced |
| 3 | META META PLATFORMS INC | Communication Services | 1.9% | $903.3k | 1,230 | 0% | held |
| 4 | NVDA NVIDIA CORPORATION | Technology | 1.5% | $697.8k | 3,740 | 1% | added |
| 5 | CPNG COUPANG INC | Consumer Cyclical | 1.2% | $550.9k | 17,110 | – | new |
| 6 | MSFT MICROSOFT CORP | Technology | 1.1% | $495.2k | 956 | – | new |
| 7 | AMZN AMAZON COM INC | Consumer Cyclical | 0.7% | $333.5k | 1,519 | – | new |
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.