Squadra Investments - Gestao DE Recursos Ltda.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Squadra Investments - Gestao DE Recursos Ltda. reported 4 stock positions worth $714.8 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 45.9% of the portfolio, followed by MercadoLibre (MELI, 40.8%) and Inter Class A (INTR, 7.6%). Compared with Q1 2026, it sold out of 2, added to 2 and reduced 2. The biggest buy was Nu Holdings Ltd./Cayman Isl-A (NU, shares +10%) and the biggest sale an exit from XP Class A (XP).
- Most Recent 13F
- Q2 2026
- Location
- RIO DE JANEIRO, D5
- CIK
- 0001577806
- Portfolio Value
- $714.8M (Q2 2026)
- SEC Filing
- 0000899140-26-000862 ↗ filed Aug 14, 2026
Holdings Value
Holdings 4 stocks · $714.8M
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 45.85% | 24,533,236 | $327.8M | Add +9.9% |
| MELI MercadoLibre Inc. | 40.81% | 171,881 | $291.7M | Reduce -15.3% |
| INTR Inter & Co. Inc. Class A | 7.65% | 10,069,301 | $54.7M | Add +59.3% |
| STNE Stoneco Ltd. Class A | 5.68% | 3,747,170 | $40.6M | Reduce -43.8% |
Options reported separately and not counted above: QQQ puts ($71.2M), MELI calls ($28.5M).
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
Options Activity Q1 2026 → Q2 2026
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $714.8M | NU, MELI, INTR, STNE |
| Q1 2026 | 6 | $894.1M | MELI, NU, STNE, XP, INTR |
| Q4 2025 | 5 | $483.6M | MELI, NU, XP, INTR, STNE |
| Q3 2025 | 4 | $425.7M | NU, XP, STNE, INTR |
| Q2 2025 | 4 | $397.3M | XP, NU, STNE, INTR |
| Q1 2025 | 3 | $272.3M | STNE, XP, MELI |
| Q4 2024 | 3 | $211.8M | STNE, XP, MELI |
| Q3 2024 | 3 | $377.6M | XP, STNE, MELI |
| Q2 2024 | 3 | $407.1M | XP, STNE, MELI |
| Q1 2024 | 2 | $520.0M | XP, MELI |