Constellation Investimentos e Participacoes Ltda 13F Holdings · last filed Q3 2025
Constellation Investimentos e Participacoes Ltda reported 7 securities worth $46.70M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: MELI (48.22%), NU (45.40%), META (1.93%). Among its top 25 positions this quarter: 3 new, 2 added, 1 trimmed, 4 exited.
| 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 | AMBI | AMBIPAR EMERGENCY RESPONSE | $0 | 0.00% | 0 | Exited |
| 9 | PBRA | PETROLEO BRASILEIRO SA PETRO | $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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR