Squadra Investments - Gestao De Recursos Ltda. Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Squadra Investments - Gestao De Recursos Ltda. disclosed 2 stock positions valued at approximately $714.81M as of quarter-end June 30, 2026. The largest holdings include Nu Holdings Ltd. (NU) and MercadoLibre, Inc. (MELI).

Report Period
June 30, 2026
No. of Stocks
2
Portfolio Value
$714.81M
Holdings by Sector
Squadra Investments - Gestao De Recursos Ltda. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Nu Holdings Ltd. (NU)NUFinancial Services45.85%24,533,236+2,220,735+9.95%$327,764,033
MercadoLibre, Inc. (MELI)MELIConsumer Cyclical40.81%171,881-31,049-15.30%$291,749,091
Showing 2 of 2 holdings in the latest reporting period.
Squadra Investments - Gestao De Recursos Ltda. Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026QQQInvesco QQQ Trust, Series 1PUT96,700$71,209,880
Q2 2026MELIMercadoLibre, Inc.CALL16,800$28,516,152
Showing 2 of 2 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.