§ 13F · FUND PROFILE
Navi International - Administradora e Gestora de Recursos Financeiros Ltda..
AUM · $148M (13F)Positions · 12Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MELI | MERCADOLIBRE INC | 31K | $53M | — | +3% |
| 2 | XP | XP INC | 1.84M | $30M | — | −31% |
| 3 | LTM | LATAM AIRLINES GROUP SA | 326K | $19M | — | +1479% |
| 4 | PBR/A | PETROLEO BRASILEIRO S A | 1.16M | $17M | — | +37% |
| 5 | INTR | INTER & CO INC | 2.44M | $13M | — | NEW |
| 6 | IAU | ISHARES INC | 172K | $6M | — | NEW |
| 7 | AXIA | AXIA ENERGIA SA | 290K | $3M | — | +264% |
| 8 | SUZ | SUZANO S A | 356K | $3M | — | ±0% |
| 9 | GGB | GERDAU SA | 550K | $2M | — | ±0% |
| 10 | VALE | VALE S A | 52K | $779K | — | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NAVI SIGNAL
AC read
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. is a institutional fund managing $148 million in assets. The fund runs a focused portfolio of just 12 positions.
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