SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. Hedge Fund

Name: SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. Q1 2026 13F Filing | 13F Explorer
Creator: SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.
Published: 2026-05-15

Location: RIO DE JANEIRO, D5

CIK: 0001577806 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $894M (100.0% shares, 0.0% debt)

Holdings (6)

New Positions (1)

VALE Vale S.A. 0.4%

Value $3.818M Shares 240,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VALE	Vale S.A.	240,000	$3.818M	0.4%	—	—	SPONSORED ADS	91912E105

Increased Positions (4)

MELI MercadoLibre, Inc. 39.2%

Value $351M (+94.3%) Shares 202,930 (+126.3%) Est. Cost — Unrealized —

NU Nu Holdings Ltd. 35.9%

Value $321M (+109.4%) Shares 22,312,501 (+144.0%) Est. Cost — Unrealized —

STNE StoneCo Ltd 10.5%

Value $94.07M (+411.2%) Shares 6,662,253 (+435.5%) Est. Cost — Unrealized —

INTR Inter & Co, Inc 5.6%

Value $50.31M (-5.1%) Shares 6,320,952 (+1.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MercadoLibre, Inc.	202,930 (+126.3%)	$351M (+94.3%)	39.2%	—	—	COM	58733R102
NU	Nu Holdings Ltd.	22,312,501 (+144.0%)	$321M (+109.4%)	35.9%	—	—	ORD SHS CL A	G6683N103
STNE	StoneCo Ltd	6,662,253 (+435.5%)	$94.07M (+411.2%)	10.5%	—	—	COM CL A	G85158106
INTR	Inter & Co, Inc	6,320,952 (+1.1%)	$50.31M (-5.1%)	5.6%	—	—	CLASS A COM	G4R20B107

Exited Positions (1)

NU Nu Holdings Ltd. 5.7%

Value $51.25M Shares 3,061,800 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NU	Nu Holdings Ltd.	3,061,800	$51.25M	5.7%	—	—	PUT	G6683N103

Decreased Positions (1)

XP XP Inc 8.3%

Value $74.44M (-5.1%) Shares 3,909,501 (-18.4%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XP	XP Inc	3,909,501 (-18.4%)	$74.44M (-5.1%)	8.3%	—	—	CL A	G98239109