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Constellation Investimentos e Participacoes Ltda

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13F filer, CIK 1893840, SAO PAULO, Brazil

Constellation Investimentos e Participacoes Ltda reported $55,832,654 across 8 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-25.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001893840-25-000004

Period
2025-06-30
Reported value
$55.8M
Holdings
8
Top 10 weight
100%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUadded+615,812$8.45M
XPadded+148,466$3M
STNEadded+69,357$1.11M
MELIadded+185$484K

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
ITUBexited-400,590-$2.2M
PBR-Areduced-43,373-$501K
BXexited-1,815-$254K
METAreduced-20-$14.8K
NVDAreduced-60-$9.48K

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, Q2 2025

Share positions as resolved from 13F-HR 0001893840-25-000004, largest first. % of portfolio is the value over $55,832,654, 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; 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; 2025Q2: 9,219 shares 9,219$24.1M43.16%+185Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,385,541 shares 1,385,541$19M34.05%+615,812Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 222,166 shares 222,166$4.49M8.04%+148,466Timeline
AMBIPAR EMERGENCY RESPONSE …AMBIPAR EMERGENCY RESPONSE --Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 571,051 shares 571,051$2.87M5.14%0
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 163,857 shares 163,857$2.63M4.71%+69,357Timeline
PBR-APETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 387,900 shares; 2024Q3: 387,900 shares; 2024Q4: 953,000 shares; 2025Q1: 151,429 shares; 2025Q2: 108,056 shares 108,056$1.25M2.23%-43,373Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,230 shares 1,230$908K1.63%-20Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 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 3,720$588K1.05%-60Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
ITUBITAU UNIBANCO HLDG S A400,590$2.2Mshares
BXBLACKSTONE INC1,815$254Kshares

How Q2 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 0001893840-25-000004 base2025-07-25acceptance time not in the bulk data set