Squadra Investments - Gestao DE Recursos Ltda. reported 4 positions worth $714.81M for the quarter ended Jun 30, 2026, down 20.1% on the prior quarter. It opened 0 new positions, added to 2, trimmed 2 and exited 2. Its largest holding is Nu Holdings Ltd. at 45.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NU Nu Holdings Ltd. | Financial Services | 24.53M | $327.76M | 45.85% | +2.22M | +10.0% | Added | 0.51% |
| 2 | MELI Mercadolibre Inc | Technology | 171.9K | $291.75M | 40.81% | -31.0K | -15.3% | Reduced | 0.34% |
| 3 | INTR Inter & Co, Inc. | Financial Services | 10.07M | $54.68M | 7.65% | +3.75M | +59.3% | Added | 2.29% |
| 4 | STNE StoneCo Ltd. | Financial Services | 3.75M | $40.62M | 5.68% | -2.92M | -43.8% | Reduced | 1.4% |
Tip. Select a row to see that position’s full history at Squadra Investments - Gestao De Recursos Ltda.
As of its Q2 2026 13F filing, Squadra Investments - Gestao DE Recursos Ltda.’s five largest positions were Nu Holdings Ltd. (NU) at 45.9%, Mercadolibre Inc (MELI) at 40.8%, Inter & Co, Inc. (INTR) at 7.6%, StoneCo Ltd. (STNE) at 5.7% of the reported portfolio.
Squadra Investments - Gestao DE Recursos Ltda. reported a 13F portfolio worth $714.81M across 4 positions for Q2 2026. That is down 20.1% from the previous quarter.
Its largest purchases by value were Nu Holdings Ltd. ($29.67M), Inter & Co, Inc. ($20.35M). It opened 0 new positions.
Its largest sales by value were XP Inc. ($74.44M), Mercadolibre Inc ($52.70M), StoneCo Ltd. ($31.60M). It exited 2 positions entirely.
From the Form 13F-HR reports Squadra Investments - Gestao DE Recursos Ltda. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.