Navi International - Administradora e Gestora de Recursos Financeiros Ltda.
Net seller this quarter
$148M
11
-$53.7M
95.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MELI | $53M | 35.87% | 0.06% | +3.1% | Q4 2025 |
 XP | $29.9M | 20.21% | Not reported | -31.4% | Q4 2025 |
 LTM | $19M | 12.85% | 0.00% | +1478.6% | Q1 2026 |
 PBR.A | $17M | 11.53% | Not reported | +37.3% | Q4 2025 |
 INTR | $13.3M | 8.97% | 1.07% | New | Q2 2026 |
| AXIAY | $3.06M | 2.07% | Not reported | +263.7% | Q4 2025 |
 SUZ | $2.76M | 1.87% | 0.03% | 0.0% | Q4 2025 |
 GGB | $2.22M | 1.50% | 0.08% | Not reported | Q4 2025 |
 VALE | $779K | 0.53% | 0.00% | New | Q2 2026 |
 ITUB | $626K | 0.42% | 0.00% | +215.5% | Q4 2025 |
 CIG | $270K | 0.18% | 0.02% | New | Q2 2026 |
| Q1 2026 | |||||
 NU | $57.6M | 25.91% | Not reported | +638.9% | Q4 2025 |
| MELI | $52.4M | 23.57% | 0.06% | -13.9% | Q4 2025 |
| XP | $51M | 22.95% | Not reported | +354.5% | Q4 2025 |
 STNE | $28.8M | 12.98% | Not reported | +76.2% | Q4 2025 |
| PBR.A | $15.9M | 7.15% | Not reported | -10.6% | Q4 2025 |
 PBR | $5.54M | 2.49% | 0.00% | -59.4% | Q4 2025 |
| SUZ | $3.57M | 1.60% | 0.03% | Not reported | Q4 2025 |
| GGB | $1.99M | 0.89% | 0.08% | Not reported | Q4 2025 |
| LTM | $1.02M | 0.46% | 0.00% | New | Q1 2026 |
| AXIAY | $898K | 0.40% | Not reported | +90.9% | Q4 2025 |
 EMBJ | $708K | 0.32% | 0.00% | New | Q1 2026 |
 BBD | $205K | 0.09% | 0.00% | -85.4% | Q4 2025 |
| ITUB | $204K | 0.09% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| MELI | $70.9M | 34.60% | 0.07% | New | Q4 2025 |
| STNE | $17.2M | 8.37% | Not reported | New | Q4 2025 |
| PBR.A | $10.7M | 5.21% | Not reported | New | Q4 2025 |
| XP | $9.65M | 4.71% | Not reported | New | Q4 2025 |
| NU | $9.08M | 4.43% | Not reported | New | Q4 2025 |
| PBR | $7.79M | 3.80% | 0.01% | New | Q4 2025 |
| SUZ | $3.33M | 1.62% | 0.03% | New | Q4 2025 |
| GGB | $2.03M | 0.99% | 0.08% | New | Q4 2025 |
| BBD | $1.28M | 0.63% | 0.01% | New | Q4 2025 |
| AXICY | $676K | 0.33% | Not reported | New | Q4 2025 |
 EVEX | $502K | 0.25% | 0.04% | New | Q4 2025 |
| AXIAY | $382K | 0.19% | Not reported | New | Q4 2025 |
| ITUB | $174K | 0.08% | 0.00% | New | Q4 2025 |