Nucleo Capital Ltda.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Nucleo Capital Ltda. reported 3 stock positions worth $99.5 million. Its top holding was MercadoLibre (MELI) at 38.2% of the portfolio, followed by Sigma Lithium (SGML, 33.4%) and Stoneco Class A (STNE, 28.4%). Compared with Q2 2024, it added to 1 and reduced 2. The biggest buy was MercadoLibre (MELI, shares +5%) and the biggest sale Stoneco Class A (STNE, shares −38%).

Most Recent 13F
Q3 2025
Location
Sao Paulo, Sp, D5
CIK
0001737348
Portfolio Value
$99.5M (Q3 2024)
SEC Filing
0000919574-24-006283 ↗ filed Nov 12, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $159.8M Q1 2024 Q2 2024: $120.0M Q2 2024 Q3 2024: $99.5M $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 · $99.5M
MELI MercadoLibre Inc. 38.24% 18,550 $38.1M Add +4.5%
SGML Sigma Lithium Corp. 33.35% 2,686,131 $33.2M Reduce -23.6%
STNE Stoneco Ltd. Class A 28.41% 2,511,431 $28.3M Reduce -37.9%

Portfolio Sells Q2 2024 → Q3 2024
STNE Stoneco Ltd. Class A Reduce -37.9% 28.41% −12.02
SGML Sigma Lithium Corp. Reduce -23.6% 33.35% −1.91

Portfolio Buys Q2 2024 → Q3 2024
MELI MercadoLibre Inc. Add +4.5% 38.24% +13.93

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