Nucleo Capital Ltda.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Nucleo Capital Ltda. reported 1 stock position worth $29.1 million. Its top holding was Stoneco Class A (STNE) at 100.0% of the portfolio. Compared with Q2 2025, it sold out of 1 and reduced 1. The biggest sale was an exit from MercadoLibre (MELI).

Most Recent 13F
Q3 2025
Location
Sao Paulo, Sp, D5
CIK
0001737348
Portfolio Value
$29.1M (Q3 2025)
SEC Filing
0000919574-25-006733 ↗ filed Nov 13, 2025

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 Q3 2024 Q4 2024: $61.6M Q4 2024 Q1 2025: $45.5M Q1 2025 Q2 2025: $49.3M Q2 2025 Q3 2025: $29.1M $29.1M Q3 2025

Holdings 1 stocks · $29.1M
STNE Stoneco Ltd. Class A 100.00% 1,537,486 $29.1M Reduce -7.7%

Portfolio Sells Q2 2025 → Q3 2025
MELI MercadoLibre Inc. Sold out 0.00% −45.78
STNE Stoneco Ltd. Class A Reduce -7.7% 100.00% +45.78

Portfolio Buys Q2 2025 → Q3 2025
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