Squadra Investments - Gestao DE Recursos Ltda. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Squadra Investments - Gestao DE Recursos Ltda. disclosed 3 US equity positions worth $272.3m in its Q1 2025 13F filing. The largest position was STNE at 52.1% of the reported book, followed by XP and MELI. Against the Q4 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 Q1 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | STNE STONECO LTD | Technology | 52.1% | $141.9m | 13,538,310 | -3% | reduced |
| 2 | XP XP INC | Financial Services | 46.7% | $127.2m | 9,252,142 | 21% | added |
| 3 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.2% | $3.2m | 1,643 | -73% | 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.