Squadra Investments - Gestao DE Recursos Ltda. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Squadra Investments - Gestao DE Recursos Ltda. disclosed 4 US equity positions worth $714.8m in its Q2 2026 13F filing. The largest position was NU at 45.9% of the reported book, followed by MELI and INTR. Against the Q1 2026 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 Q2 2026? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NU Nu Holdings Ltd. (NU) | Financial Services | 45.9% | $327.8m | 24,533,236 | 10% | added |
| 2 | MELI MercadoLibre, Inc. (MELI) | Consumer Cyclical | 40.8% | $291.7m | 171,881 | -15% | reduced |
| 3 | INTR Inter & Co, Inc. (INTR) | Financial Services | 7.6% | $54.7m | 10,069,301 | 59% | added |
| 4 | STNE StoneCo Ltd. (STNE) | Technology | 5.7% | $40.6m | 3,747,170 | -44% | 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.