SPX Gestao de Recursos Ltda Quant / Systematic

Location: Rio De Janeiro, Brazil

CIK: 0001589176 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 4, 2021

Total Value: $588.6B (100.0% shares, 0.0% debt)

Holdings (100)

EWZ ISHARES MSCI BRAZIL ETF 13.2%
Value $77.42B Shares 2,314,515 Est. Cost $33243.00 Unrealized
XLE ENERGY SPDR 11.3%
Value $66.66B Shares 1,358,829 Est. Cost $40411.76 Unrealized
LPLA LPL FINANCIAL HOLDINGS INC 6.1%
Value $35.71B Shares 251,181 Est. Cost $80.05 Unrealized +59.4%
XRT SPDR S&P RETAIL ETF 4.3%
Value $25.34B Shares 284,000 Est. Cost $86946.32 Unrealized
TMUS T-MOBILE US INC COM STK 3.9%
Value $23.15B Shares 184,752 Est. Cost $93.63 Unrealized +30.0%
SONY SONY GROUP CORP 3.8%
Value $22.38B Shares 211,127 Est. Cost $67.01 Unrealized
VALE VALE SA SP ADR 3.5%
Value $20.35B Shares 1,171,058 Est. Cost $16760.00 Unrealized
ITIQUIRA ACQUISITION CORP 3.4%
Value $19.88B Shares 2,000,000 Est. Cost $9940.00 Unrealized
OPTU ALTICE USA INC. - A 3.3%
Value $19.7B Shares 605,711 Est. Cost $29.39 Unrealized +18.5%
WALDENCAST ACQUISITION CORP 3.0%
Value $17.85B Shares 1,786,695 Est. Cost $9990.00 Unrealized
EMBJ EMBRAER SA 2.8%
Value $16.62B Shares 1,660,511 Est. Cost $6810.00 Unrealized
PAGS PAGSEGURO DIGITAL LTD-CL A 2.8%
Value $16.5B Shares 356,397 Est. Cost $53.60 Unrealized 0.0%
FISV FISERV INC 2.7%
Value $16.18B Shares 135,951 Est. Cost $114.76 Unrealized 0.0%
NATURA &CO HOLDING-ADR 2.3%
Value $13.31B Shares 783,148 Est. Cost $17191.13 Unrealized
DUN & BRADSTREET HOLDINGS IN 2.2%
Value $13.19B Shares 553,902 Est. Cost $23810.00 Unrealized
IFF INTL FLAV & FRAG 2.2%
Value $12.75B Shares 91,360 Est. Cost $109.54 Unrealized +3.3%
ITUB ITAU UNIBANCO HOLDING SA 2.1%
Value $12.17B Shares 2,453,199 Est. Cost $4956.06 Unrealized
MELI MERCADOLIBRE INC 2.0%
Value $11.95B Shares 8,115 Est. Cost $1264.87 Unrealized +34.1%
BBD BANCO BRADESCO 1.8%
Value $10.87B Shares 2,312,062 Est. Cost $4265.20 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTU ADR 1.4%
Value $8.315B Shares 70,300 Est. Cost $118280.00 Unrealized
LAUR LAUREATE EDUCATION INC-A 1.3%
Value $7.739B Shares 569,490 Est. Cost $14.12 Unrealized -0.4%
STERICYCLE INC 1.3%
Value $7.485B Shares 110,879 Est. Cost $23936.89 Unrealized
CCI CROWN CASTLE INTERNATIONAL CORP 1.2%
Value $7.196B Shares 41,807 Est. Cost $125.06 Unrealized +1.8%
CALL- TSCO 100 @ 135EXP 04/16/2021 1.1%
Value $6.365B Shares 1,500 Est. Cost Unrealized
TIMB TIM SA-ADR 1.0%
Value $5.986B Shares 527,399 Est. Cost $12525.09 Unrealized
TXN TEXAS INSTRUMENTS 1.0%
Value $5.745B Shares 30,400 Est. Cost $151.36 Unrealized 0.0%
RIO RIO TINTO PLC 0.9%
Value $5.56B Shares 71,600 Est. Cost $77650.00 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.9%
Value $5.436B Shares 27,000 Est. Cost $167.49 Unrealized 0.0%
LOW LOWES COMPANIES 0.8%
Value $4.979B Shares 26,183 Est. Cost $117.10 Unrealized +34.0%
CALL- ETSY 100 @ 220EXP 05/21/2021 0.8%
Value $4.75B Shares 3,800 Est. Cost Unrealized
CALL- ETSY 100 @ 230EXP 06/18/2021 0.6%
Value $3.817B Shares 3,000 Est. Cost Unrealized
PUT - QQQ 100 @ 310 EXP 05/21/2021 0.6%
Value $3.7B Shares 5,000 Est. Cost Unrealized
EBAY EBAY INC 0.6%
Value $3.677B Shares 60,042 Est. Cost $50.23 Unrealized +5.9%
CALL- HA 100 @ 20 EXP 04/16/2021 0.6%
Value $3.404B Shares 5,000 Est. Cost Unrealized
AMAT APPLIED MATERIALS 0.5%
Value $3.059B Shares 22,900 Est. Cost $105.71 Unrealized 0.0%
ASML ASML HOLDING N.V. NEW YORK REGISTRY SHAR 0.5%
Value $3.025B Shares 4,900 Est. Cost $617360.00 Unrealized
PUT - QQQ 100 @ 300 EXP 05/21/2021 0.5%
Value $2.925B Shares 6,000 Est. Cost Unrealized
ADI ANALOG DEVICES 0.5%
Value $2.822B Shares 18,200 Est. Cost $141.13 Unrealized 0.0%
CALL- LOW 100 @ 180 EXP 07/16/2021 0.4%
Value $2.504B Shares 1,500 Est. Cost Unrealized
ASAIY SENDAS DISTRIBUIDORA SA-W/I 0.4%
Value $2.471B Shares 190,087 Est. Cost $13000.00 Unrealized
PBR PETROLEO BRASILEIRO ADR 0.4%
Value $2.467B Shares 290,888 Est. Cost $11067.86 Unrealized
CALL- MS 100 @ 70 EXP 04/16/2021 0.4%
Value $2.436B Shares 3,000 Est. Cost Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.4%
Value $2.221B Shares 3,600 Est. Cost $636.54 Unrealized -1.8%
JETS US GBL JETS ETF 0.3%
Value $1.749B Shares 65,000 Est. Cost $26910.00 Unrealized
PBR/A PETROLEO BRASILEIRO SA PETRO 0.3%
Value $1.737B Shares 203,411 Est. Cost $8540.00 Unrealized
CALL- CCI 100 @ 165 EXP 04/16/2021 0.3%
Value $1.685B Shares 2,000 Est. Cost Unrealized
CALL- AON 100 @ 220 EXP 04/16/2021 0.3%
Value $1.664B Shares 1,500 Est. Cost Unrealized
CALL- TMUS 100 @ 125EXP 05/21/2021 0.3%
Value $1.573B Shares 3,000 Est. Cost Unrealized
CALL- UBER 100 @ 60 EXP 05/21/2021 0.3%
Value $1.526B Shares 8,000 Est. Cost Unrealized
CALL- ETSY 100 @ 230EXP 05/21/2021 0.2%
Value $1.448B Shares 1,500 Est. Cost Unrealized
CALL- EBAY 100 @ 60 EXP 05/21/2021 0.2%
Value $1.349B Shares 3,500 Est. Cost Unrealized
CALL- MS 100 @ 80 EXP 06/18/2021 0.2%
Value $1.33B Shares 4,000 Est. Cost Unrealized
CALL- XLE 100 @ 51 EXP 04/16/2021 0.2%
Value $1.314B Shares 20,000 Est. Cost Unrealized
CALL- Z 100 @ 150 EXP 05/21/2021 0.2%
Value $1.265B Shares 2,000 Est. Cost Unrealized
CALL- WDC 100 @ 70 EXP 05/21/2021 0.2%
Value $1.17B Shares 3,000 Est. Cost Unrealized
PUT - ARKK 100 @ 125EXP 05/21/2021 0.2%
Value $1.145B Shares 1,000 Est. Cost Unrealized
ENIC ENEL CHILE S.A. 0.2%
Value $1.008B Shares 257,192 Est. Cost $3644.26 Unrealized
CALL- MU 100 @ 90 EXP 05/21/2021 0.2%
Value $970M Shares 2,000 Est. Cost Unrealized
CALL- Z 100 @ 140 EXP 05/21/2021 0.2%
Value $888M Shares 1,000 Est. Cost Unrealized
CALL- UBER 100 @ 55 EXP 05/21/2021 0.1%
Value $751M Shares 2,000 Est. Cost Unrealized
PUT - ARKK 100 @ 110EXP 05/21/2021 0.1%
Value $729M Shares 1,500 Est. Cost Unrealized
CALL- TMUS 100 @ 130EXP 05/21/2021 0.1%
Value $627M Shares 2,000 Est. Cost Unrealized
BIDU BAIDU INC 0.1%
Value $598M Shares 2,750 Est. Cost $217550.19 Unrealized
GGB GERDAU SA 0.1%
Value $521M Shares 97,511 Est. Cost $5011.92 Unrealized
PUT - ARKK 100 @ 120EXP 04/16/2021 0.1%
Value $491M Shares 1,000 Est. Cost Unrealized
CALL- MS 100 @ 80 EXP 04/16/2021 0.1%
Value $404M Shares 3,000 Est. Cost Unrealized
PUT - SPY 100 @ 390 EXP 04/05/2021 0.1%
Value $338M Shares 7,500 Est. Cost Unrealized
CALL- DIA 100 @ 315 EXP 09/17/2021 0.1%
Value $313M Shares 128 Est. Cost Unrealized
CALL- IWN 100 @ 170 EXP 08/20/2021 0.0%
Value $239M Shares 450 Est. Cost Unrealized
CALL- ETSY 100 @ 290EXP 06/18/2021 0.0%
Value $185M Shares 600 Est. Cost Unrealized
CALL- FISV 100 @ 130EXP 05/21/2021 0.0%
Value $181M Shares 1,500 Est. Cost Unrealized
PUT - QQQ 100 @ 270 EXP 05/21/2021 0.0%
Value $148M Shares 1,100 Est. Cost Unrealized
ETSY ETSY INC 0.0%
Value $141M Shares 700 Est. Cost $73.98 Unrealized +182.9%
Z ZILLOW GROUP INC - C 0.0%
Value $130M Shares 1,000 Est. Cost $78.10 Unrealized +90.0%
PUT - XLU 100 @ 60 EXP 05/21/2021 0.0%
Value $123M Shares 2,513 Est. Cost Unrealized
CALL- ETSY 100 @ 300EXP 05/21/2021 0.0%
Value $123M Shares 800 Est. Cost Unrealized
PUT - QQQ 100 @ 240 EXP 05/21/2021 0.0%
Value $93M Shares 2,000 Est. Cost Unrealized
CALL- IWN 100 @ 200 EXP 08/20/2021 0.0%
Value $77.57M Shares 1,125 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $65.41M Shares 1,200 Est. Cost $55.80 Unrealized 0.0%
CALL- WDC 100 @ 90 EXP 05/21/2021 0.0%
Value $63M Shares 1,000 Est. Cost Unrealized
PUT - ARKK 100 @ 85 EXP 05/21/2021 0.0%
Value $52.5M Shares 600 Est. Cost Unrealized
CALL- Z 100 @ 200 EXP 05/21/2021 0.0%
Value $43.67M Shares 400 Est. Cost Unrealized
CALL- LOW 100 @ 240 EXP 07/16/2021 0.0%
Value $43.2M Shares 600 Est. Cost Unrealized
CALL- EEM 100 @ 56 EXP 04/16/2021 0.0%
Value $36.27M Shares 3,000 Est. Cost Unrealized
PUT - QQQ 100 @ 260 EXP 06/18/2021 0.0%
Value $34.98M Shares 190 Est. Cost Unrealized
CALL- EBAY 100 @ 80 EXP 05/21/2021 0.0%
Value $31.51M Shares 1,400 Est. Cost Unrealized
CALL- Z 100 @ 190 EXP 05/21/2021 0.0%
Value $29.86M Shares 200 Est. Cost Unrealized
CALL- MS 100 @ 100 EXP 06/18/2021 0.0%
Value $28.2M Shares 1,200 Est. Cost Unrealized
CALL- MU 100 @ 120 EXP 05/21/2021 0.0%
Value $20.09M Shares 600 Est. Cost Unrealized
PUT - ARKK 100 @ 80 EXP 05/21/2021 0.0%
Value $18.75M Shares 300 Est. Cost Unrealized
BBY BEST BUY CO INC 0.0%
Value $14.24M Shares 124 Est. Cost $68.89 Unrealized +31.5%
CALL- UBER 100 @ 90 EXP 05/21/2021 0.0%
Value $12.24M Shares 1,600 Est. Cost Unrealized
CALL- UBER 100 @ 80 EXP 05/21/2021 0.0%
Value $12.21M Shares 800 Est. Cost Unrealized
CALL- TMUS 100 @ 160EXP 05/21/2021 0.0%
Value $12.12M Shares 1,500 Est. Cost Unrealized
PUT - ARKK 100 @ 80 EXP 04/16/2021 0.0%
Value $6.008M Shares 800 Est. Cost Unrealized
PUT - ARKK 100 @ 75 EXP 04/16/2021 0.0%
Value $3.75M Shares 600 Est. Cost Unrealized
CALL- TMUS 100 @ 170EXP 05/21/2021 0.0%
Value $1.57M Shares 1,000 Est. Cost Unrealized
LINX SA - ADR 0.0%
Value $664K Shares 100 Est. Cost $6640.00 Unrealized
PUT - HBI 100 @ 15 EXP 04/16/2021 0.0%
Value $56,000 Shares 5,624 Est. Cost Unrealized
PUT - HBI 100 @ 10 EXP 04/16/2021 0.0%
Value $28,000 Shares 2,812 Est. Cost Unrealized