Squadra Investments - Gestao DE Recursos Ltda. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Squadra Investments - Gestao DE Recursos Ltda. disclosed 3 US equity positions worth $211.8m in its Q4 2024 13F filing. The largest position was STNE at 52.5% of the reported book, followed by XP and MELI. Against the Q3 2024 filing, it opened 0 new positions, added to 1 and reduced 2 among the top 3 holdings.
What did Squadra Investments - Gestao DE Recursos Ltda. own in Q4 2024? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | STNE STONECO LTD. | Technology | 52.5% | $111.2m | 13,951,183 | 47% | added |
| 2 | XP XP INC | Financial Services | 42.6% | $90.3m | 7,617,896 | -37% | reduced |
| 3 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.9% | $10.4m | 6,101 | -77% | 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.