Squadra Investments - Gestao DE Recursos Ltda. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Squadra Investments - Gestao DE Recursos Ltda. disclosed 4 US equity positions worth $425.7m in its Q3 2025 13F filing. The largest position was NU at 43.5% of the reported book, followed by XP and STNE. Against the Q2 2025 filing, it opened 0 new positions, added to 2 and reduced 2 among the top 4 holdings.
What did Squadra Investments - Gestao DE Recursos Ltda. own in Q3 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NU Nu Holdings Ltd. | Financial Services | 43.5% | $185.0m | 11,554,373 | 26% | added |
| 2 | XP XP Inc | Financial Services | 30.3% | $129.0m | 6,867,388 | -11% | reduced |
| 3 | STNE StoneCo Ltd | Technology | 13.5% | $57.3m | 3,028,658 | -57% | reduced |
| 4 | INTR Inter & Co, Inc | Financial Services | 12.8% | $54.4m | 5,896,781 | 1352% | added |
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.