Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. (CIK 1577806) reported $894.1M across 6 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MELI ($350.9M, 39.24%), NU ($320.6M, 35.86%), STNE ($94.1M, 10.52%), XP ($74.4M, 8.32%), INTR ($50.3M, 5.63%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MELIMercadoLibre, Inc.$350.9M39.24%202,930Added
2NUNu Holdings Ltd.$320.6M35.86%22.3MAdded
3STNEStoneCo Ltd$94.1M10.52%6.7MAdded
4XPXP Inc$74.4M8.32%3.9MTrimmed
5INTRInter & Co, Inc$50.3M5.63%6.3MAdded
6VALEVale S.A.$3.8M0.43%240,000New

Source: SEC Form 13F filings · as of 2026-03-31