Squadra Investments - Gestao DE Recursos Ltda. 13F Holdings · Q2 2026
Squadra Investments - Gestao DE Recursos Ltda. reported 4 securities worth $814.53M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NU (40.24%), MELI (39.32%), QQQ (8.74%). Among its top 25 positions this quarter: 1 new, 2 added, 2 trimmed, 2 exited.
| 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 |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR