本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. (CIK 2044610) reported $147.9M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MELI ($53.0M, 35.87%), XP ($29.9M, 20.21%), LTM ($19.0M, 12.85%), PBRA ($17.0M, 11.53%), INTR ($13.3M, 8.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | $53.0M | 35.87% | 31,251 | Added |
| 2 | XP | XP INC | $29.9M | 20.21% | 1.8M | Trimmed |
| 3 | LTM | LATAM AIRLINES GROUP SA | $19.0M | 12.85% | 326,007 | Added |
| 4 | PBRA | PETROLEO BRASILEIRO S A | $17.0M | 11.53% | 1.2M | Added |
| 5 | INTR | INTER & CO INC | $13.3M | 8.97% | 2.4M | New |
| 6 | VEGI | ISHARES INC | $5.9M | 4.00% | 171,500 | New |
| 7 | AXIAY | AXIA ENERGIA SA | $3.1M | 2.07% | 289,639 | Added |
| 8 | SUZ | SUZANO S A | $2.8M | 1.87% | 356,146 | Trimmed |
| 9 | GGB | GERDAU SA | $2.2M | 1.50% | 550,000 | Hold |
| 10 | VALE | VALE S A | $778,907 | 0.53% | 51,789 | New |
| 11 | ITUB | ITAU UNIBANCO HLDG S A | $626,337 | 0.42% | 76,663 | Added |
| 12 | CIG | CIA ENERGETICA DE MINAS GERA | $270,453 | 0.18% | 128,695 | New |
| 13 | AXIAPR | CENTRAIS ELET BRAS SA | $0 | 0.00% | 0 | Exited |
| 14 | BBD | BANCO BRADESCO S A | $0 | 0.00% | 0 | Exited |
| 15 | EMBJ | EMBRAER S.A. | $0 | 0.00% | 0 | Exited |
| 16 | NU | NU HLDGS LTD | $0 | 0.00% | 0 | Exited |
| 17 | PBR | PETROLEO BRASILEIRO S A | $0 | 0.00% | 0 | Exited |
| 18 | STNE | STONECO LTD | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30