§ 13F · FUND PROFILE
SPX Gestao de Recursos Ltda.
AUM · $1.8B (13F)Positions · 176Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$181M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | XP | XP INC - CLASS A | 4.81M | $78M | 4.4% | — |
| 2 | XP | XP INC - CLASS A | 4.81M | $78M | 4.4% | +711% |
| 3 | LTM | LATAM AIRLINES GROUP-SP ADR | 1.05M | $61M | 3.4% | +137% |
| 4 | LTM | LATAM AIRLINES GROUP-SP ADR | 1.05M | $61M | 3.4% | — |
| 5 | TGS | TRANSPORT GAS SUR B ADR | 1.82M | $54M | 3.0% | — |
| 6 | TGS | TRANSPORT GAS SUR B ADR | 1.82M | $54M | 3.0% | +254% |
| 7 | PAM | PAMPA ENERGIA SA | 548K | $45M | 2.5% | — |
| 8 | PAM | PAMPA ENERGIA SA | 548K | $45M | 2.5% | +569% |
| 9 | VINP | VINCI COMPASS INVESTMENTS LTD | 4.44M | $43M | 2.4% | +90% |
| 10 | VINP | VINCI COMPASS INVESTMENTS LTD | 4.44M | $43M | 2.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPX SIGNAL
AC read
SPX Gestao de Recursos Ltda is a Other fund managing $1.8 billion in assets. The fund runs a portfolio of 176 positions.
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