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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

Q4 2025 · Filed 2026-02-05
Market Value
$0
Holdings
21
+2
New Purchases
0
Added To
0
Closed
21
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 9 $0 0%
Large Cap 7 $0 0%
Mid Cap 5 $0 0%

Portfolio Analytics

Avg Market Cap
$1.0T
Median Market Cap
$106.2B
Avg P/E
22.8
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
1.15
# Stocks
19
# ETFs / Funds
2

Top Holdings (21 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 META —% -$1M -1,399 -100.0% SOLD
2 SPOT —% -$2M -2,999 -100.0% SOLD
3 GS —% -$1M -1,303 -100.0% SOLD
4 APO —% -$983K -7,377 -100.0% SOLD
5 JPM —% -$1M -3,379 -100.0% SOLD
6 NU —% -$22M -1,385,745 -100.0% SOLD
7 DAL —% -$734K -12,936 -100.0% SOLD
8 BCH —% -$2M -69,761 -100.0% SOLD
9 TSM —% -$2M -5,728 -100.0% SOLD
10 AUGO —% -$7M -178,275 -100.0% SOLD
11 CPA —% -$2M -13,576 -100.0% SOLD
12 AMZN —% -$1M -6,696 -100.0% SOLD
13 STNE —% -$13M -688,560 -100.0% SOLD
14 UAL —% -$1M -12,651 -100.0% SOLD
15 CEG —% -$1M -4,245 -100.0% SOLD
16 KWEB —% -$5M -115,932 -100.0% SOLD
17 GOOGL —% -$1M -5,134 -100.0% SOLD
18 MSFT —% -$3M -6,124 -100.0% SOLD
19 NVDA —% -$2M -11,746 -100.0% SOLD
20 EWZ —% -$30K -800 -100.0% SOLD
21 BABA —% -$2M -8,829 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CPA —%
SPOT —%
GS —%
APO —%
JPM —%
NU —%
DAL —%
BCH —%
TSM —%
AUGO —%
AMZN —%
META —%
STNE —%
UAL —%
CEG —%
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