SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA..

Institutional filer · behavioral pattern: Other. Summary pending.

AUM · $448M (13F)Positions · 6Turnover · — · Q1Filed · May 15, 2026

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CONCENTRATION

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Top 10 holdings

NEW BUYS

+$4M deployed

EXITS

No exits

SECTOR SHIFT

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No prior quarter data

3YR HIT RATE

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Top-5 overlap

§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 15, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q1
1	MELI	MercadoLibre, Inc.	203K	$351M	39.2%	+126%
2	NU	Nu Holdings Ltd.	22.31M	$321M	35.9%	+83%
3	STNE	StoneCo Ltd	6.66M	$94M	10.5%	+435%
4	XP	XP Inc	3.91M	$74M	8.3%	−18%
5	INTR	Inter & Co, Inc	6.32M	$50M	5.6%	+1%
6	VALE	Vale S.A.	240K	$4M	0.4%	NEW

§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending

§ 03 · THE SQUADRA SIGNAL

AC read

SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. is a Other fund managing $448 million in assets. The fund runs a focused portfolio of just 6 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS

Q1 2026

Steady book

+0 buys · −0 exits · 0 changed

Q4 2025

Steady book

+0 buys · −0 exits · 0 changed

Q3 2025

Steady book

+0 buys · −0 exits · 0 changed