Nucleo Capital Ltda.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Nucleo Capital Ltda. reported 3 stock positions worth $120.0 million. Its top holding was Stoneco Class A (STNE) at 40.4% of the portfolio, followed by Sigma Lithium (SGML, 35.3%) and MercadoLibre (MELI, 24.3%). Compared with Q1 2024, it reduced 3. The biggest sale was Stoneco Class A (STNE, shares −5%).

Most Recent 13F
Q3 2025
Location
Sao Paulo, Sp, D5
CIK
0001737348
Portfolio Value
$120.0M (Q2 2024)
SEC Filing
0000919574-24-004497 ↗ filed Aug 13, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $159.8M Q1 2024 Q2 2024: $120.0M $120.0M Q2 2024 Q3 2024: $99.5M Q3 2024 Q4 2024: $61.6M Q4 2024 Q1 2025: $45.5M Q1 2025 Q2 2025: $49.3M Q2 2025 Q3 2025: $29.1M Q3 2025

Holdings 3 stocks · $120.0M
STNE Stoneco Ltd. Class A 40.43% 4,045,727 $48.5M Reduce -5.0%
SGML Sigma Lithium Corp. 35.26% 3,517,168 $42.3M Reduce -8.4%
MELI MercadoLibre Inc. 24.31% 17,750 $29.2M Reduce -31.8%

Portfolio Sells Q1 2024 → Q2 2024
STNE Stoneco Ltd. Class A Reduce -5.0% 40.43% −3.83
MELI MercadoLibre Inc. Reduce -31.8% 24.31% −0.31
SGML Sigma Lithium Corp. Reduce -8.4% 35.26% +4.14

Portfolio Buys Q1 2024 → Q2 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 1$29.1MSTNE
Q2 2025 2$49.3MSTNE, MELI
Q1 2025 3$45.5MSTNE, MELI, SGML
Q4 2024 3$61.6MMELI, STNE, SGML
Q3 2024 3$99.5MMELI, SGML, STNE
Q2 2024 3$120.0MSTNE, SGML, MELI
Q1 2024 3$159.8MSTNE, SGML, MELI