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Asset Manager ← All Institutions

Truxt Investmentos Ltda.

AVENIDA ATAULFO DE PAIVA 153 6TH FLOOR, RIO DE JANEIRO, D5 22440-032 • 2130301844

Q1 2025 · Filed 2025-02-03
Market Value
$0
-100.0%
Holdings
19
-10
New Purchases
0
Added To
0
Closed
19
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 61.9%
Technology 26.6%
Basic Materials 5.5%
Energy 4.5%
Industrials 1.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $0 0%
Large Cap 6 $0 0%
Mid Cap 6 $0 0%
Small Cap 1 $0 0%
Micro Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$650.9B
Median Market Cap
$16.0B
Avg P/E
28.6
Median P/E
28.8
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
18
# ETFs / Funds
1

Top Holdings (19 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 WALD —% -$3M -757,700 -100.0% SOLD
2 ALK —% -$3M -44,813 -100.0% SOLD
3 EDN —% -$2M -42,029 -100.0% SOLD
4 TGS —% -$1M -47,147 -100.0% SOLD
5 BCH —% -$1M -51,761 -100.0% SOLD
6 RDDT —% -$1M -7,982 -100.0% SOLD
7 TSM —% -$816K -4,072 -100.0% SOLD
8 AAL —% -$3M -172,262 -100.0% SOLD
9 META —% -$4M -7,150 -100.0% SOLD
10 SPOT —% -$3M -5,696 -100.0% SOLD
11 MELI —% -$7M -4,136 -100.0% SOLD
12 STNE —% -$9M -1,130,361 -100.0% SOLD
13 CEG —% -$1M -5,240 -100.0% SOLD
14 URA —% -$2M -61,588 -100.0% SOLD
15 XP —% -$12M -977,760 -100.0% SOLD
16 MSFT —% -$3M -7,572 -100.0% SOLD
17 NVDA —% -$5M -33,235 -100.0% SOLD
18 TPG —% -$1M -21,566 -100.0% SOLD
19 WALDW —% -$9K -51,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
WALD —%
ALK —%
EDN —%
TGS —%
BCH —%
RDDT —%
TSM —%
AAL —%
META —%
SPOT —%
MELI —%
STNE —%
CEG —%
URA —%
XP —%
View SEC EDGAR Filings for Truxt Investmentos Ltda. →

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