Nucleo Capital Ltda. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Nucleo Capital Ltda. disclosed 2 US equity positions worth $49.3m in its Q2 2025 13F filing. The largest position was STNE at 54.2% of the reported book. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 2 holdings.
What did Nucleo Capital Ltda. own in Q2 2025? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | STNE STONECO LTD | Technology | 54.2% | $26.7m | 1,665,756 | 3% | added |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 45.8% | $22.6m | 8,633 | 0% | held |
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.