Navi International - Administradora e Gestora de Recursos Financeiros Ltda. — 13F holdings

Navi International - Administradora e Gestora de Recursos Financeiros Ltda. reported 12 holdings worth $148M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MELI Mercadolibre Inc — $53.0M (35.9%)
2. XP XP INC — $29.9M (20.2%)
3. LTM LATAM AIRLINES GROUP SA — $19.0M (12.8%)
4. PBR.A PETROLEO BRASILEIRO SA PETRO — $17.0M (11.5%)
5. INTR INTER & CO INC — $13.3M (9.0%)
6. ISHARES INC — $5.92M (4.0%)
7. AXIAY CENTRAIS ELETRICAS BRASILEIR — $3.06M (2.1%)
8. SUZ SUZANO S A — $2.76M (1.9%)
9. GGB GERDAU SA — $2.22M (1.5%)
10. VALE VALE S A — $779K (0.5%)