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.
SPX Gestao de Recursos Ltda (CIK 1589176) reported $898.0M across 77 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: XP ($78.3M, 8.72%), LTM ($61.0M, 6.79%), TGS ($54.0M, 6.01%), PAM ($45.0M, 5.01%), VINP ($43.2M, 4.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XP | XP INC - CLASS A | $78.3M | 8.72% | 4.8M | Added |
| 2 | LTM | LATAM AIRLINES GROUP-SP ADR | $61.0M | 6.79% | 1.0M | Added |
| 3 | TGS | TRANSPORT GAS SUR B ADR | $54.0M | 6.01% | 1.8M | Added |
| 4 | PAM | PAMPA ENERGIA SA | $45.0M | 5.01% | 547,637 | Added |
| 5 | VINP | VINCI COMPASS INVESTMENTS LTD | $43.2M | 4.81% | 4.4M | Trimmed |
| 6 | ARCO | ARCOS DORADOS HOLDINGS INC | $36.3M | 4.04% | 4.5M | Trimmed |
| 7 | STNE | STONECO LTD-A | $32.6M | 3.63% | 3.0M | Trimmed |
| 8 | EMBJ | EMBRAER SA | $32.1M | 3.58% | 503,225 | Added |
| 9 | BBD | BANCO BRADESCO | $30.8M | 3.43% | 8.9M | Trimmed |
| 10 | TEO | TELECOM ARGENTINA | $30.2M | 3.36% | 2.3M | Added |
| 11 | HAL | HALLIBURTON CO | $29.8M | 3.31% | 876,300 | New |
| 12 | RIO | RIO TINTO PLC | $29.3M | 3.26% | 308,586 | Added |
| 13 | MSFT | MICROSOFT CORPORATION | $24.0M | 2.68% | 64,457 | New |
| 14 | IFS | INTERCORP FINANCIAL SERVICES | $22.9M | 2.55% | 401,546 | Added |
| 15 | NVDA | NVIDIA CORP | $22.6M | 2.51% | 112,739 | Trimmed |
| 16 | GOOGL | ALPHABET INC CLASS A COMMON STOCK | $21.9M | 2.44% | 61,250 | New |
| 17 | FCX | FREEPORT-MCMORAN INC | $21.6M | 2.41% | 344,076 | New |
| 18 | EWZ | ISHARES MSCI BRAZIL ETF | $20.1M | 2.23% | 581,348 | Added |
| 19 | MU | MICRON TECHNOLOGY INC | $19.7M | 2.20% | 17,083 | Added |
| 20 | INTR | INTER & CO INC - CL A | $18.5M | 2.07% | 3.4M | Trimmed |
| 21 | BAP | CREDICORP | $17.1M | 1.91% | 43,967 | Trimmed |
| 22 | MA | MASTERCARD INCORPORATED | $16.3M | 1.81% | 31,702 | New |
| 23 | V | VISA INC. CMN CLASS A | $15.6M | 1.74% | 45,517 | New |
| 24 | META | META PLATFORMS INC | $14.7M | 1.63% | 26,027 | Added |
| 25 | PBRA | PETROLEO BRASILEIRO SA PETRO | $14.5M | 1.62% | 992,898 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30