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Disclosery

SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.

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13F filer, CIK 1577806, RIO DE JANEIRO, Brazil

SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. reported $814,534,783 across 6 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-26-000862

Period
2026-06-30
Reported value
$815M
Holdings
6
Top 10 weight
100%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUadded+2,220,735$29.7M
INTRadded+3,748,349$20.4M

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-3,909,501-$74.4M
MELIreduced-31,049-$52.7M
STNEreduced-2,915,083-$31.6M
VALEexited-240,000-$3.82M

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 2026

Share positions as resolved from 13F-HR 0000899140-26-000862, largest first. % of portfolio is the value over $714,808,751, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,169,000 shares; 2025Q3: 11,554,373 shares; 2025Q4: 9,144,786 shares; 2026Q1: 22,312,501 shares; 2026Q2: 24,533,236 shares 24,533,236$328M45.85%+2,220,735Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,218 shares; 2024Q4: 6,101 shares; 2025Q1: 1,643 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,656 shares; 2026Q1: 202,930 shares; 2026Q2: 171,881 shares 171,881$292M40.81%-31,049Timeline
INTRINTER & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 406,005 shares; 2025Q3: 5,896,781 shares; 2025Q4: 6,253,452 shares; 2026Q1: 6,320,952 shares; 2026Q2: 10,069,301 shares 10,069,301$54.7M7.65%+3,748,349Timeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,504,474 shares; 2024Q4: 13,951,183 shares; 2025Q1: 13,538,310 shares; 2025Q2: 7,035,308 shares; 2025Q3: 3,028,658 shares; 2025Q4: 1,244,200 shares; 2026Q1: 6,662,253 shares; 2026Q2: 3,747,170 shares 3,747,170$40.6M5.68%-2,915,083Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
QQQINVESCO QQQ TR COMput96,700$71.2Mnew
MELIMERCADOLIBRE INC STOKcall16,800$28.5Mnew

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
XPXP INC3,909,501$74.4Mshares
VALEVALE S A240,000$3.82Mshares

How Q2 2026 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 0000899140-26-000862 base2026-08-14acceptance time not in the bulk data set