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.
Truxt Investmentos Ltda. (CIK 1721168) reported $86.6M across 16 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NU ($21.8M, 25.19%), EZU ($13.8M, 15.98%), ORAAF ($12.8M, 14.82%), CPA ($11.1M, 12.82%), ENIC ($11.0M, 12.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | $21.8M | 25.19% | 1.6M | Trimmed |
| 2 | EZU | ISHARES INC | $13.8M | 15.98% | 199,236 | New |
| 3 | ORAAF | AURA MINERALS INC | $12.8M | 14.82% | 204,003 | Added |
| 4 | CPA | COPA HOLDINGS SA | $11.1M | 12.82% | 71,416 | New |
| 5 | ENIC | ENEL CHILE SA | $11.0M | 12.74% | 2.5M | New |
| 6 | HBM | HUDBAY MINERALS INC | $3.8M | 4.41% | 162,004 | Added |
| 7 | FCX | FREEPORT MCMORAN INC | $3.8M | 4.38% | 60,330 | Added |
| 8 | WFRD | WEATHERFORD INTL PLC | $1.8M | 2.07% | 22,000 | Trimmed |
| 9 | BKR | BAKER HUGHES COMPANY | $1.6M | 1.84% | 28,780 | Trimmed |
| 10 | SNDK | SANDISK CORP | $1.4M | 1.58% | 604 | New |
| 11 | MU | MICRON TECHNOLOGY INC | $1.2M | 1.34% | 1,008 | Trimmed |
| 12 | KLAC | KLA CORP | $1.1M | 1.30% | 3,720 | New |
| 13 | INTR | INTER & CO INC | $406,951 | 0.47% | 74,945 | New |
| 14 | GHYG | ISHARES INC | $370,007 | 0.43% | 1,480 | New |
| 15 | ILCG | ISHARES TR | $344,862 | 0.40% | 5,474 | New |
| 16 | ILCG | ISHARES TR | $176,900 | 0.20% | 610 | New |
| 17 | QQQ | INVESCO QQQ TR | $20,800 | 0.02% | 520 | New |
| 18 | LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | Exited |
| 19 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
| 20 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
| 21 | QCOM | QUALCOMM INC | $0 | 0.00% | 0 | Exited |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | Exited |
| 23 | SOXX | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 24 | U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | Exited |
| 25 | VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30