Constellation Investimentos e Participacoes Ltda
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Constellation Investimentos e Participacoes Ltda reported 7 stock positions worth $46.7 million. Its top holding was MercadoLibre (MELI) at 48.2% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 45.4%) and Meta Platforms Class A (META, 1.9%). Compared with Q2 2025, it opened 3 new positions, sold out of 4, added to 2 and reduced 1. The biggest buy was MercadoLibre (MELI, shares +5%) and the biggest sale an exit from XP Class A (XP).
- Most Recent 13F
- Q3 2025
- Location
- SAO PAULO, D5
- CIK
- 0001893840
- Portfolio Value
- $46.7M (Q3 2025)
- SEC Filing
- 0001893840-25-000007 ↗ filed Oct 22, 2025
Holdings Value
Holdings 7 stocks · $46.7M
| MELI MercadoLibre Inc. | 48.22% | 9,636 | $22.5M | Add +4.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 45.40% | 1,324,373 | $21.2M | Reduce -4.4% |
| META Meta Platforms Inc. Class A | 1.93% | 1,230 | $903K | No change |
| NVDA Nvidia Corp. | 1.49% | 3,740 | $698K | Add +0.5% |
| CPNG Coupang Inc. | 1.18% | 17,110 | $551K | New |
| MSFT Microsoft Corp. | 1.06% | 956 | $495K | New |
| AMZN Amazon.com Inc. | 0.71% | 1,519 | $334K | New |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |