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
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. (CIK 1577806) reported $814.5M across 4 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NU ($327.8M, 40.24%), MELI ($320.3M, 39.32%), QQQ ($71.2M, 8.74%), INTR ($54.7M, 6.71%), STNE ($40.6M, 4.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NU | Nu Holdings Ltd. (NU) | $327.8M | 40.24% | 24.5M | Added |
| 2 | MELI | MercadoLibre, Inc. (MELI) | $320.3M | 39.32% | 188,681 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $71.2M | 8.74% | 96,700 | New |
| 4 | INTR | Inter & Co, Inc. (INTR) | $54.7M | 6.71% | 10.1M | Added |
| 5 | STNE | StoneCo Ltd. (STNE) | $40.6M | 4.99% | 3.7M | Trimmed |
| 6 | VALE | Vale S.A. | $0 | 0.00% | 0 | Exited |
| 7 | XP | XP Inc | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30