Q1 2026 13F · SEC CIK 1577806
Squadra Investments - Gestao de Recursos Ltda.
Hedge fundFiled 2026-05-15 for Q1 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $894.1M
- Reported positions
- 6
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $2.1B
Squadra Investments - Gestao de Recursos Ltda. is a hedge fund that reported 6 positions worth $894.1M in its Q1 2026 13F, filed 2026-05-15. Its largest holdings were Mercadolibre Inc (MELI, 39.2%), Nu Hldgs Ltd (NU, 35.9%), Stoneco Ltd (STNE, 10.5%).
Squadra Investments - Gestao de Recursos Ltda. holdings all 6 positions.
Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| MELIMercadolibre Inc | 39.2% | +126.3% | $350.9M |
| NUNu Hldgs Ltd | 35.9% | +144.0% | $320.6M |
| STNEStoneco Ltd | 10.5% | +435.5% | $94.1M |
| XPXp Inc | 8.3% | -18.4% | $74.4M |
| INTRInter & Co Inc - Cl A | 5.6% | +1.1% | $50.3M |
| VALEVale S A | 0.4% | — | $3.8M |
What Squadra Investments - Gestao de Recursos Ltda. bought and sold in Q1 2026, against Q4 2025.
New positions
- VALE Vale S A0.4% of 13F
Added to
- STNE Stoneco Ltd+435.5% shares
- NU Nu Hldgs Ltd+144.0% shares
- MELI Mercadolibre Inc+126.3% shares
Reduced
- XP Xp Inc-18.4% shares
Sold out
Nothing sold out.
Share counts compared with the Q4 2025 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q1 2026 | $894.1M | 6 |
| Q4 2025 | $483.6M | 5 |
| Q4 2022 | $291.0M | 5 |
| Q3 2022 | $463.4M | 6 |
| Q1 2022 | $387.3M | 5 |
Questions about Squadra Investments - Gestao de Recursos Ltda.'s portfolio
What stocks does Squadra Investments - Gestao de Recursos Ltda. own?
Squadra Investments - Gestao de Recursos Ltda.'s latest 13F, for Q1 2026 and filed May 15, 2026, lists 6 positions worth $894.1M. The largest are Mercadolibre Inc (MELI) at 39.2%, Nu Hldgs Ltd (NU) at 35.9%, Stoneco Ltd (STNE) at 10.5%, Xp Inc (XP) at 8.3% and Inter & Co Inc - Cl A (INTR) at 5.6%.
What did Squadra Investments - Gestao de Recursos Ltda. buy last quarter?
In Q1 2026, Squadra Investments - Gestao de Recursos Ltda. added a new position in Vale S A (VALE), Stoneco Ltd (STNE) (+435.5% shares), Nu Hldgs Ltd (NU) (+144.0% shares) and Mercadolibre Inc (MELI) (+126.3% shares), compared with its Q4 2025 filing.
What did Squadra Investments - Gestao de Recursos Ltda. sell last quarter?
In Q1 2026, Squadra Investments - Gestao de Recursos Ltda. Xp Inc (XP) (-18.4% shares), compared with its Q4 2025 filing.
When is Squadra Investments - Gestao de Recursos Ltda.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Squadra Investments - Gestao de Recursos Ltda.'s filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.
How much money does Squadra Investments - Gestao de Recursos Ltda. manage?
Squadra Investments - Gestao de Recursos Ltda. reported $2.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $894.1M.