Squadra Investments - Gestao DE Recursos Ltda. 13F holdings
Squadra Investments - Gestao DE Recursos Ltda. reported 4 positions with a total reported value of $714.8M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: NU Nu Holdings Ltd. (NU) (45.9%), MELI MercadoLibre, Inc. (MELI) (40.8%), INTR Inter & Co, Inc. (INTR) (7.6%), STNE StoneCo Ltd. (STNE) (5.7%). Against 2026-03-31 it opened 0 new positions and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
4 largest of 4 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NU Nu Holdings Ltd. (NU) | 24,533,236 | $327.8M | 45.9% |
| MELI MercadoLibre, Inc. (MELI) | 171,881 | $291.7M | 40.8% |
| INTR Inter & Co, Inc. (INTR) | 10,069,301 | $54.7M | 7.6% |
| STNE StoneCo Ltd. (STNE) | 3,747,170 | $40.6M | 5.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NU Nu Holdings Ltd. (NU) | 22,312,501 | 24,533,236 | +10.0% | $327.8M |
| INTR Inter & Co, Inc. (INTR) | 6,320,952 | 10,069,301 | +59.3% | $54.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MELI MercadoLibre, Inc. (MELI) | 202,930 | 171,881 | -15.3% | $291.7M |
| STNE StoneCo Ltd. (STNE) | 6,662,253 | 3,747,170 | -43.8% | $40.6M |
CIK 1577806 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
