Squadra Investments - Gestao DE Recursos Ltda.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Squadra Investments - Gestao DE Recursos Ltda. reported 3 stock positions worth $272.3 million. Its top holding was Stoneco Class A (STNE) at 52.1% of the portfolio, followed by XP Class A (XP, 46.7%) and MercadoLibre (MELI, 1.2%). Compared with Q4 2024, it added to 1 and reduced 2. The biggest buy was XP Class A (XP, shares +21%) and the biggest sale MercadoLibre (MELI, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- RIO DE JANEIRO, D5
- CIK
- 0001577806
- Portfolio Value
- $272.3M (Q1 2025)
- SEC Filing
- 0000899140-25-000695 ↗ filed May 15, 2025
Holdings Value
Holdings 3 stocks · $272.3M
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| XP XP Inc. Class A | Add +21.4% | 46.72% | +4.10 |
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 |