Squadra Investments - Gestao DE Recursos Ltda. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Squadra Investments - Gestao DE Recursos Ltda. disclosed 6 US equity positions worth $894.1m in its Q1 2026 13F filing. The largest position was MELI at 39.2% of the reported book, followed by NU and STNE.
What did Squadra Investments - Gestao DE Recursos Ltda. own in Q1 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MELI MercadoLibre, Inc. | Consumer Cyclical | 39.2% | $350.9m | 202,930 | – | |
| 2 | NU Nu Holdings Ltd. | Financial Services | 35.9% | $320.6m | 22,312,501 | – | |
| 3 | STNE StoneCo Ltd | Technology | 10.5% | $94.1m | 6,662,253 | – | |
| 4 | XP XP Inc | Financial Services | 8.3% | $74.4m | 3,909,501 | – | |
| 5 | INTR Inter & Co, Inc | Financial Services | 5.6% | $50.3m | 6,320,952 | – | |
| 6 | VALE Vale S.A. | Basic Materials | 0.4% | $3.8m | 240,000 | – |
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.