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SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.

Q3 2025 · Filed 2025-11-14
Market Value
$426M
+7.2%
Holdings
4
-1
New Purchases
0
Added To
2
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
INTR 12.78% 0.76% +12.03% $54M
NU 43.45% 31.66% +11.79% $185M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
STNE 13.45% 28.40% -14.95% $57M
XP 30.31% 39.17% -8.86% $129M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $185M 43.5%
Mid Cap 3 $241M 56.5%

Portfolio Analytics

Avg Market Cap
$19.0B
Median Market Cap
$5.8B
Avg P/E
10.4
Median P/E
9.1
Avg Dividend Yield
0.06%
Avg Beta
1.21
# Stocks
4
# ETFs / Funds
0

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NU 43.45% 11,554,373 $185M $16.01 $59M +2,385,373 +26.0%
2 XP 30.31% 6,867,388 $129M $18.79 -$27M -837,045 -10.9%
3 STNE 13.45% 3,028,658 $57M $18.91 -$56M -4,006,650 -57.0%
4 INTR 12.78% 5,896,781 $54M $9.23 $51M +5,490,776 +1352.4%

Options Breakdown

0 Calls $0 Call Value 3 Puts $22M Put Value

Top Puts

SymbolSharesValueStatus
XP 771,200 $14M
NU 490,000 $8M NEW
STNE $0 SOLD
View SEC EDGAR Filings for SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms