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Disclosery

Constellation Investimentos e Participacoes Ltda

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13F filer, CIK 1893840, SAO PAULO, Brazil

Constellation Investimentos e Participacoes Ltda reported $46,702,691 across 7 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-22.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001893840-25-000007

Period
2025-09-30
Reported value
$46.7M
Holdings
7
Top 10 weight
100%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MELIadded+417$975K
CPNGnew+17,110$551K
MSFTnew+956$495K
AMZNnew+1,519$334K
NVDAadded+20$3.73K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XPexited-222,166-$4.49M
AMBIPAR EMERGENCY RESPONSE …exited-571,051-$2.87M
STNEexited-163,857-$2.63M
PBR-Aexited-108,056-$1.25M
NUreduced-61,168-$979K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001893840-25-000007, largest first. % of portfolio is the value over $46,702,691, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 82,464 shares; 2024Q1: 60,522 shares; 2024Q2: 60,717 shares; 2024Q3: 36,265 shares; 2024Q4: 26,300 shares; 2025Q1: 9,034 shares; 2025Q2: 9,219 shares; 2025Q3: 9,636 shares 9,636$22.5M48.22%+417Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,531,705 shares; 2024Q1: 5,536,713 shares; 2024Q2: 4,246,495 shares; 2024Q3: 3,705,676 shares; 2024Q4: 2,456,712 shares; 2025Q1: 769,729 shares; 2025Q2: 1,385,541 shares; 2025Q3: 1,324,373 shares 1,324,373$21.2M45.4%-61,168Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares; 2024Q3: 1,290 shares; 2024Q4: 1,260 shares; 2025Q1: 1,250 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares 1,230$903K1.93%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 820 shares; 2024Q2: 5,840 shares; 2024Q3: 3,990 shares; 2024Q4: 3,840 shares; 2025Q1: 3,780 shares; 2025Q2: 3,720 shares; 2025Q3: 3,740 shares 3,740$698K1.49%+20Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,110 shares 17,110$551K1.18%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 956 shares 956$495K1.06%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,519 shares 1,519$334K0.71%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XPXP INC222,166$4.49Mshares
AMBIPAR EMERGENCY RESPONSE …AMBIPAR EMERGENCY RESPONSE --571,051$2.87Mshares
STNESTONECO LTD163,857$2.63Mshares
PBR-APETROLEO BRASILEIRO S A108,056$1.25Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001893840-25-000007 base2025-10-22acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001893840-25-000007 Quarter ended 2025-09-302025-10-22acceptance time not in the bulk data set
13F-HR 0001893840-25-000004 Quarter ended 2025-06-302025-07-25acceptance time not in the bulk data set
13F-HR 0001893840-25-000003 Quarter ended 2025-03-312025-04-17acceptance time not in the bulk data set
13F-HR 0001893840-25-000002 Quarter ended 2024-12-312025-01-16acceptance time not in the bulk data set
13F-HR 0001893840-24-000005 Quarter ended 2024-09-302024-10-09acceptance time not in the bulk data set
13F-HR 0000919574-24-004245 Quarter ended 2024-06-302024-08-02acceptance time not in the bulk data set
13F-HR 0000919574-24-002784 Quarter ended 2024-03-312024-05-08acceptance time not in the bulk data set
13F-HR 0000919574-24-000731 Quarter ended 2023-12-312024-02-08acceptance time not in the bulk data set
13F-HR 0000919574-23-005955 Quarter ended 2023-09-302023-11-06acceptance time not in the bulk data set
13F-HR 0000919574-23-004289 Quarter ended 2023-06-302023-08-02acceptance time not in the bulk data set
13F-HR 0000919574-23-002926 Quarter ended 2023-03-312023-05-10acceptance time not in the bulk data set
13F-HR 0000919574-23-001425 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0000919574-22-006164 Quarter ended 2022-09-302022-10-31acceptance time not in the bulk data set
13F-HR 0000919574-22-004448 Quarter ended 2022-06-302022-08-01acceptance time not in the bulk data set
13F-HR 0000919574-22-003329 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0000919574-22-001977 Quarter ended 2019-09-302022-02-28acceptance time not in the bulk data set
13F-HR 0000919574-22-001978 Quarter ended 2019-12-312022-02-28acceptance time not in the bulk data set
13F-HR 0000919574-22-001985 Quarter ended 2021-09-302022-02-28acceptance time not in the bulk data set
13F-HR 0000919574-22-001976 Quarter ended 2019-06-302022-02-28acceptance time not in the bulk data set
13F-HR 0000919574-22-001979 Quarter ended 2020-03-312022-02-28acceptance time not in the bulk data set
13F-HR 0000919574-22-001982 Quarter ended 2020-12-312022-02-28acceptance time not in the bulk data set
13F-HR 0000919574-22-001975 Quarter ended 2019-03-312022-02-28acceptance time not in the bulk data set
13F-HR 0000919574-22-001980 Quarter ended 2020-06-302022-02-28acceptance time not in the bulk data set
13F-HR 0000919574-22-001984 Quarter ended 2021-06-302022-02-28acceptance time not in the bulk data set
13F-HR 0000919574-22-001981 Quarter ended 2020-09-302022-02-28acceptance time not in the bulk data set
13F-HR 0000919574-22-001983 Quarter ended 2021-03-312022-02-28acceptance time not in the bulk data set
13F-HR 0000919574-22-001800 Quarter ended 2021-12-312022-02-22acceptance time not in the bulk data set