SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. Hedge Fund

Name: SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. Q2 2026 13F Filing | 13F Explorer
Creator: SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.
Published: 2026-08-14

Location: Rio De Janeiro, Brazil

CIK: 0001577806 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $815M (100.0% shares, 0.0% debt)

Holdings (6)

New Positions (2)

QQQ INVESCO QQQ TR 8.7%

Value $71.21M Shares 96,700 Est. Cost — Unrealized —

MELI MercadoLibre, Inc. (MELI) 3.5%

Value $28.52M Shares 16,800 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
QQQ	INVESCO QQQ TR	96,700	$71.21M	8.7%	—	—	PUT	46090E103
MELI	MercadoLibre, Inc. (MELI)	16,800	$28.52M	3.5%	—	—	CALL	58733R102

Increased Positions (2)

NU Nu Holdings Ltd. (NU) 40.2%

Value $328M (+2.2%) Shares 24,533,236 (+10.0%) Est. Cost — Unrealized —

INTR Inter & Co, Inc. (INTR) 6.7%

Value $54.68M (+8.7%) Shares 10,069,301 (+59.3%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NU	Nu Holdings Ltd. (NU)	24,533,236 (+10.0%)	$328M (+2.2%)	40.2%	—	—	ORD SHS CL A	G6683N103
INTR	Inter & Co, Inc. (INTR)	10,069,301 (+59.3%)	$54.68M (+8.7%)	6.7%	—	—	CLASS A COM	G4R20B107

Exited Positions (2)

XP XP Inc 9.1%

Value $74.44M Shares 3,909,501 Est. Cost — Unrealized —

VALE Vale S.A. 0.5%

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

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XP	XP Inc	3,909,501	$74.44M	9.1%	—	—	—	G98239109
VALE	Vale S.A.	240,000	$3.818M	0.5%	—	—	—	91912E105

Decreased Positions (2)

MELI MercadoLibre, Inc. (MELI) 35.8%

Value $292M (-16.8%) Shares 171,881 (-15.3%) Est. Cost — Unrealized —

STNE StoneCo Ltd. (STNE) 5.0%

Value $40.62M (-56.8%) Shares 3,747,170 (-43.8%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MercadoLibre, Inc. (MELI)	171,881 (-15.3%)	$292M (-16.8%)	35.8%	—	—	COM	58733R102
STNE	StoneCo Ltd. (STNE)	3,747,170 (-43.8%)	$40.62M (-56.8%)	5.0%	—	—	COM CL A	G85158106