Skip to content
Disclosery

Constellation Investimentos e Participacoes Ltda

Follow

13F filer, CIK 1893840, SAO PAULO, Brazil

Constellation Investimentos e Participacoes Ltda reported $35,904,039 across 10 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001893840-25-000003

Period
2025-03-31
Reported value
$35.9M
Holdings
10
Top 10 weight
100%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XPnew+73,700$1.01M
STNEnew+94,500$990K

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
MELIreduced-17,266-$33.7M
NUreduced-1,686,983-$17.3M
ITUBreduced-2,139,610-$11.8M
PBR-Areduced-801,571-$10.5M
SUZexited-428,400-$4.34M

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, Q1 2025

Share positions as resolved from 13F-HR 0001893840-25-000003, largest first. % of portfolio is the value over $35,904,039, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 82,464 shares; 2024Q1: 60,522 shares; 2024Q2: 60,717 shares; 2024Q3: 36,265 shares; 2024Q4: 26,300 shares; 2025Q1: 9,034 shares 9,034$17.6M49.09%-17,266Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 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 769,729$7.88M21.95%-1,686,983Timeline
AMBIPAR EMERGENCY RESPONSE …AMBIPAR EMERGENCY RESPONSE --Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 603,660 shares; 2024Q1: 587,211 shares; 2024Q2: 587,211 shares; 2024Q3: 572,357 shares; 2024Q4: 572,357 shares; 2025Q1: 571,051 shares 571,051$2.83M7.89%-1,306
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,304,100 shares; 2024Q3: 1,291,000 shares; 2024Q4: 2,540,200 shares; 2025Q1: 400,590 shares 400,590$2.2M6.14%-2,139,610Timeline
PBR-APETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 387,900 shares; 2024Q3: 387,900 shares; 2024Q4: 953,000 shares; 2025Q1: 151,429 shares 151,429$1.97M5.5%-801,571Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,270,009 shares; 2024Q1: 2,126,159 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,700 shares 73,700$1.01M2.82%newTimeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,487,775 shares; 2024Q2: 2,344,327 shares; 2024Q3: 3,047,576 shares; 2024Q4: not reported; 2025Q1: 94,500 shares 94,500$990K2.76%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares; 2024Q3: 1,290 shares; 2024Q4: 1,260 shares; 2025Q1: 1,250 shares 1,250$720K2.01%-10Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 820 shares; 2024Q2: 5,840 shares; 2024Q3: 3,990 shares; 2024Q4: 3,840 shares; 2025Q1: 3,780 shares 3,780$410K1.14%-60Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,885 shares; 2024Q4: 2,765 shares; 2025Q1: 1,815 shares 1,815$254K0.71%-950Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
SUZSUZANO S A428,400$4.34Mshares
VTEXVTEX37,637$222Kshares

How Q1 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 0001893840-25-000003 base2025-04-17acceptance time not in the bulk data set