Constellation Investimentos e Participacoes Ltda
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Constellation Investimentos e Participacoes Ltda reported 8 stock positions worth $55.8 million. Its top holding was MercadoLibre (MELI) at 43.2% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 34.0%) and XP Class A (XP, 8.0%). Compared with Q1 2025, it sold out of 2, added to 4 and reduced 3. The biggest buy was Nu Holdings Ltd./Cayman Isl-A (NU, shares +80%) and the biggest sale an exit from Itau Unibanco H-Spon PRF ADR (ITUB).
- Most Recent 13F
- Q3 2025
- Location
- SAO PAULO, D5
- CIK
- 0001893840
- Portfolio Value
- $55.8M (Q2 2025)
- SEC Filing
- 0001893840-25-000004 ↗ filed Jul 25, 2025
Holdings Value
Holdings 8 stocks · $55.8M
| MELI MercadoLibre Inc. | 43.16% | 9,219 | $24.1M | Add +2.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 34.05% | 1,385,541 | $19.0M | Add +80.0% |
| XP XP Inc. Class A | 8.04% | 222,166 | $4.5M | Add +201.4% |
| AMBIQ Ambipar Emergency Response | 5.14% | 571,051 | $2.9M | No change |
| STNE Stoneco Ltd. Class A | 4.71% | 163,857 | $2.6M | Add +73.4% |
| PBR.A Petroleo Brasil-SP Pref ADR | 2.23% | 108,056 | $1.2M | Reduce -28.6% |
| META Meta Platforms Inc. Class A | 1.63% | 1,230 | $908K | Reduce -1.6% |
| NVDA Nvidia Corp. | 1.05% | 3,720 | $588K | Reduce -1.6% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 7 | $46.7M | MELI, NU, META, NVDA, CPNG |
| Q2 2025 | 8 | $55.8M | MELI, NU, XP, AMBIQ, STNE |
| Q1 2025 | 10 | $35.9M | MELI, NU, AMBIQ, ITUB, PBR.A |
| Q4 2024 | 10 | $103.4M | MELI, NU, ITUB, PBR.A, SUZ |
| Q3 2024 | 12 | $180.6M | MELI, NU, STNE, ITUB, PBR.A |
| Q2 2024 | 11 | $200.8M | MELI, NU, STNE, ITUB, PBR.A |
| Q1 2024 | 8 | $241.9M | MELI, NU, XP, STNE, AMBIQ |