SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA..

AUM · $815M (13F)Positions · 6Turnover · n/a · Q2Filed · Aug 14, 2026

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CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$71M deployed

EXITS

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	NU	Nu Holdings Ltd. (NU)	24.53M	$328M	40.2%	+10%
2	MELI	MercadoLibre, Inc. (MELI)	172K	$292M	35.8%	−7%
3	QQQ	INVESCO QQQ TR	97K	$71M	8.7%	NEW
4	INTR	Inter & Co, Inc. (INTR)	10.07M	$55M	6.7%	+59%
5	STNE	StoneCo Ltd. (STNE)	3.75M	$41M	5.0%	−44%
6	MELI	MercadoLibre, Inc. (MELI)	17K	$29M	3.5%	—

§ 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 $815 million in assets. The fund runs a focused portfolio of just 6 positions.

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