13F-HR filed by SPX Gestao de Recursos Ltda
SPX Gestao de Recursos Ltda filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-06, with 79 holding rows worth $897,970,154.
- Accession
- 0001589176-26-000003
- Filer
- CIK 1589176
- Filed
- 2026-08-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 88 entries on the cover page, a total value of $897,970,154 stated on the cover page (in dollars after the unit check, H1), rows summing to $897,970,154 with VALUE read as dollars as filed, 13F file number 028-18920. A later restatement replaced it, so the quarter does not use it. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| XP INC CL A | G98239109 | Stock | 4,813,132 | $78,261,526 | dollars as filed | |
| LATAM AIRLINES GROUP SA SPONSORED ADR | 51817R205 | ADR | 1,046,638 | $60,987,596 | dollars as filed | |
| TRANSPORTADORA DE GAS SUR | 893870204 | SPONSORED ADS B | 1,815,590 | $53,977,491 | dollars as filed | |
| PAMPA ENERGIA SA | 697660207 | SPONS ADR LVL I | 547,637 | $44,977,427 | dollars as filed | |
| VINCI COMPASS INVESTMENTS LTD | G9451V109 | COM CL A | 4,441,517 | $43,215,960 | dollars as filed | |
| ARCOS DORADOS HLDGS INC | G0457F107 | SHS CLASS -A - | 4,501,327 | $36,280,696 | dollars as filed | |
| STONECO LTD | G85158106 | COM CL A | 3,004,035 | $32,563,739 | dollars as filed | |
| EMBRAER S.A. | 29082A107 | SPONSORED ADS | 503,225 | $32,105,755 | dollars as filed | |
| BANCO BRADESCO S A | 059460303 | SP ADR PFD NEW | 8,863,299 | $30,755,648 | dollars as filed | |
| TELECOM ARGENTINA SA | 879273209 | SPON ADR REP B | 2,320,411 | $30,165,343 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 876,300 | $29,750,385 | dollars as filed | |
| RIO TINTO PLC SPONSORED ADR | 767204100 | ADR | 308,586 | $29,294,069 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 64,457 | $24,043,750 | dollars as filed | |
| INTERCORP FINL SVCS INC | P5626F128 | SHS | 401,546 | $22,872,060 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 112,739 | $22,557,947 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 61,250 | $21,888,913 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 344,076 | $21,638,940 | dollars as filed | |
| ISHARES INC MSCI BRAZIL ETF | 464286400 | MSCI BRAZIL ETF | 581,348 | $20,056,506 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 17,083 | $19,718,736 | dollars as filed | |
| INTER & CO INC CLASS A COM | G4R20B107 | Stock | 3,414,933 | $18,543,086 | dollars as filed | |
| CREDICORP LTD | G2519Y108 | COM | 43,967 | $17,128,664 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 31,702 | $16,282,147 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 45,517 | $15,616,428 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 26,027 | $14,660,749 | dollars as filed | |
| PETROLEO BRASILEIRO S A | 71654V101 | SP ADR NON VTG | 992,898 | $14,536,027 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 60,746 | $14,478,202 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 28,621 | $13,668,531 | dollars as filed | |
| BANCO SANTANDER CHILE NEW | 05965X109 | SP ADR REP COM | 336,710 | $11,087,860 | dollars as filed | |
| GRUPO CIBEST SA SPON ADS | 40090E106 | ADR | 98,727 | $7,841,886 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 8,875 | $7,615,282 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 11,300 | $7,217,536 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 16,750 | $6,607,373 | dollars as filed | |
| VALE S A | 91912E105 | SPONSORED ADS | 398,493 | $5,993,335 | dollars as filed | |
| COMPANHIA PARANAENSE DE ENERGI SPONSORED ADS | 20441B704 | ADR | 466,331 | $5,432,756 | dollars as filed | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 35,500 | $5,259,680 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 5,200 | $5,018,000 | dollars as filed | |
| GRUPO FINANCIERO GALICIA | 399909100 | SPONSORED ADR | 85,000 | $4,252,550 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 8,626 | $3,960,455 | dollars as filed | |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | 465562106 | ADR | 479,169 | $3,914,811 | dollars as filed | |
| ON HLDG AG NAMEN AKT A | H5919C104 | Stock | 108,412 | $3,839,953 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 19,961 | $3,557,849 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 7,098 | $2,681,270 | dollars as filed | |
| Apple Inc | 037833100 | COM | 7,800 | $2,257,008 | dollars as filed | |
| COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | 20441A102 | ADR | 352,413 | $2,036,947 | dollars as filed | |
| ULTRAPAR PARTICIPACOES SA | 90400P101 | SP ADR REP COM | 378,023 | $1,897,675 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 3,864 | $1,869,558 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 11,808 | $1,798,004 | dollars as filed | |
| ACM RESH INC COM CL A | 00108J109 | Stock | 13,815 | $1,752,985 | dollars as filed | |
| BANCO MACRO S A | 05961W105 | SPON ADR B | 18,567 | $1,719,119 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 11,365 | $1,665,541 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,600 | $1,496,752 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 13,205 | $1,495,598 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 5,400 | $1,465,830 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 14,338 | $1,437,815 | dollars as filed | |
| PETROLEO BRASILEIRO S A | 71654V408 | SPONSORED ADR | 80,480 | $1,300,557 | dollars as filed | |
| EVE HLDG INC | 29970N104 | COM | 414,632 | $1,040,726 | dollars as filed | |
| AXIA ENERGIA SA | 15234Q207 | SPONSORED ADR | 98,495 | $1,040,107 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,250 | $903,750 | dollars as filed | |
| CIA ENERGETICA DE MINAS GERA | 204409601 | SP ADR N-V PFD | 412,092 | $865,393 | dollars as filed | |
| HYPERLIQUID STRATEGIES | 44916Y106 | COMMON STOCK | 109,330 | $860,427 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 2,454 | $821,648 | dollars as filed | |
| ISHARES TR | 464287184 | CHINA LG-CAP ETF | 25,370 | $801,438 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,725 | $747,494 | dollars as filed | |
| VNET GROUP INC | 90138A103 | SPONSORED ADS A | 79,788 | $641,496 | dollars as filed | |
| Intel Corp | 458140100 | COM | 4,590 | $640,902 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 25,841 | $638,273 | dollars as filed | |
| APTIV PLC | G3265R107 | COM SHS | 10,370 | $636,511 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 291 | $578,927 | dollars as filed | |
| SUZANO S A SPON ADS | 86959K105 | ADR | 37,621 | $291,939 | dollars as filed | |
| PATRIA INVESTMENTS LIMITED | G69451105 | COM CL A | 18,540 | $203,569 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,030 | $190,334 | dollars as filed | |
| AMBEV SA SPONSORED ADR | 02319V103 | ADR | 50,872 | $159,738 | dollars as filed | |
| AZUL SA-SPON ADR | 05501U601 | SPONSORED ADR | 15,676 | $140,927 | dollars as filed | |
| BANCO DE CHILE | 059520106 | SPONSORED ADS | 3,131 | $124,489 | dollars as filed | |
| TIM SA-ADR | 88706T108 | SPONSORED ADR | 5,670 | $121,451 | dollars as filed | |
| AXIA ENERGIA SA | 15236F100 | SPON ADS PF CL C | 1,809 | $19,085 | dollars as filed | |
| COSAN S A ADS | 22113B103 | ADR | 425 | $1,224 | dollars as filed | |
| BHP BILLITON LIMITED SPONSORED ADS | 088606108 | ADR | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| COMPNHIA ENRG C | 204409882 | SPONSORED ADR | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001589176-26-000003 | this filing | 2026-08-06 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001589176-26-000004 | base | 2026-08-19 | acceptance time not in the bulk data set |