SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. — 13F holdings

SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. reported 6 holdings worth $815M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NU NU HLDGS LTD — $328M (40.2%)
2. MELI Mercadolibre Inc — $320M (39.3%)
3. QQQ Invesco Qqq Tr — $71.2M (8.7%)
4. INTR INTER & CO INC — $54.7M (6.7%)
5. STNE STONECO LTD — $40.6M (5.0%)