Squadra Investments - Gestao DE Recursos Ltda. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Squadra Investments - Gestao DE Recursos Ltda. disclosed 4 US equity positions worth $397.3m in its Q2 2025 13F filing. The largest position was XP at 39.2% of the reported book, followed by NU and STNE. Against the Q1 2025 filing, it opened 2 new positions, added to 0 and reduced 2 among the top 4 holdings.
What did Squadra Investments - Gestao DE Recursos Ltda. own in Q2 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | XP XP INC | Financial Services | 39.2% | $155.6m | 7,704,433 | -17% | reduced |
| 2 | NU NU HLDGS LTD | Financial Services | 31.7% | $125.8m | 9,169,000 | – | new |
| 3 | STNE STONECO LTD | Technology | 28.4% | $112.8m | 7,035,308 | -48% | reduced |
| 4 | INTR Inter & Co Inc | Financial Services | 0.8% | $3.0m | 406,005 | – | 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.