Squadra Investments - Gestao de Recursos Ltda.
Net seller this quarter
$815M
4
-$101M
87.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NU | $328M | 40.24% | Not reported | +10.0% | Q2 2025 |
 MELI | $292M | 35.82% | 0.34% | -15.3% | Q4 2019 |
 INTR | $54.7M | 6.71% | 4.41% | +59.3% | Q2 2025 |
 STNE | $40.6M | 4.99% | Not reported | -43.8% | Q3 2022 |
| Q1 2026 | |||||
| MELI | $351M | 39.24% | 0.40% | +126.3% | Q4 2019 |
| NU | $321M | 35.86% | Not reported | +144.0% | Q2 2025 |
| STNE | $94.1M | 10.52% | Not reported | +435.5% | Q3 2022 |
 XP | $74.4M | 8.32% | Not reported | -18.5% | Q3 2020 |
| INTR | $50.3M | 5.63% | 2.77% | +1.1% | Q2 2025 |
 VALE | $3.82M | 0.43% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| MELI | $181M | 33.77% | 0.18% | Not reported | Q4 2019 |
| NU | $153M | 28.62% | Not reported | -20.9% | Q2 2025 |
| XP | $78.5M | 14.67% | Not reported | -30.2% | Q3 2020 |
| INTR | $53M | 9.92% | 2.74% | +6.1% | Q2 2025 |
| STNE | $18.4M | 3.44% | Not reported | -58.9% | Q3 2022 |
| Q3 2025 | |||||
| NU | $185M | 41.29% | Not reported | +26.0% | Q2 2025 |
| XP | $129M | 28.80% | Not reported | -10.9% | Q3 2020 |
| STNE | $57.3M | 12.78% | Not reported | -57.0% | Q3 2022 |
| INTR | $54.4M | 12.15% | 2.58% | +1352.4% | Q2 2025 |