Squadra Investments - Gestao DE Recursos Ltda. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Squadra Investments - Gestao DE Recursos Ltda. disclosed 5 US equity positions worth $483.6m in its Q4 2025 13F filing. The largest position was MELI at 37.3% of the reported book, followed by NU and XP. Against the Q3 2025 filing, it opened 1 new position, added to 1 and reduced 3 among the top 5 holdings.
What did Squadra Investments - Gestao DE Recursos Ltda. own in Q4 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MELI MercadoLibre, Inc. | Consumer Cyclical | 37.3% | $180.6m | 89,656 | – | new |
| 2 | NU Nu Holdings Ltd. | Financial Services | 31.7% | $153.1m | 9,144,786 | -21% | reduced |
| 3 | XP XP Inc | Financial Services | 16.2% | $78.5m | 4,793,735 | -30% | reduced |
| 4 | INTR Inter & Co, Inc | Financial Services | 11.0% | $53.0m | 6,253,452 | 6% | added |
| 5 | STNE StoneCo Ltd | Technology | 3.8% | $18.4m | 1,244,200 | -59% | 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.