Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Constellation Investimentos e Participacoes Ltda (CIK 1893840) reported $46.7M across 7 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: MELI ($22.5M, 48.22%), NU ($21.2M, 45.40%), META ($903,287, 1.93%), NVDA ($697,809, 1.49%), CPNG ($550,942, 1.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | $22.5M | 48.22% | 9,636 | Added |
| 2 | NU | NU HLDGS LTD | $21.2M | 45.40% | 1.3M | Trimmed |
| 3 | META | META PLATFORMS INC | $903,287 | 1.93% | 1,230 | Hold |
| 4 | NVDA | NVIDIA CORPORATION | $697,809 | 1.49% | 3,740 | Added |
| 5 | CPNG | COUPANG INC | $550,942 | 1.18% | 17,110 | New |
| 6 | MSFT | MICROSOFT CORP | $495,160 | 1.06% | 956 | New |
| 7 | AMZN | AMAZON COM INC | $333,527 | 0.71% | 1,519 | New |
| 8 | PBR/A | PETROLEO BRASILEIRO SA PETRO | $0 | 0.00% | 0 | Exited |
| 9 | AMBI | AMBIPAR EMERGENCY RESPONSE | $0 | 0.00% | 0 | Exited |
| 10 | STNE | STONECO LTD | $0 | 0.00% | 0 | Exited |
| 11 | XP | XP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-09-30