Filed: 7/25/2025ACC: 0001893840-25-000004
📋 What this filing means
CONSTELLATION INVESTIMENTOS E PARTICIPACOES LTDA filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $55.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$55.83M
Total AUM (reported)
2.46M
Total Shares
Allocation by class
COM$24.68M44.2%
ORD SHS CL A$19.01M34.0%
CL A$5.40M9.7%
CL A ORD SHS$2.87M5.1%
COM CL A$2.63M4.7%
SP ADR NON VTG$1.25M2.2%
Portfolio Concentration
Top 3$47.59M85.2%
4–10$8.24M14.8%
Top 3 weight
85.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.46M
Sole
Full voting authority
2.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
MERCADOLIBRE INC
SOLEShares9.22K
TypeSH
Market value$24.10M
43.16%
Sole
9.22K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.39M
TypeSH
Market value$19.01M
34.05%
Sole
1.39M
Shared
0.00
None
0.00
XP INC
SOLEShares222.17K
TypeSH
Market value$4.49M
8.04%
Sole
222.17K
Shared
0.00
None
0.00
AMBIPAR EMERGENCY RESPONSE
SOLEShares571.05K
TypeSH
Market value$2.87M
5.14%
Sole
571.05K
Shared
0.00
None
0.00
STONECO LTD
SOLEShares163.86K
TypeSH
Market value$2.63M
4.71%
Sole
163.86K
Shared
0.00
None
0.00
PETROLEO BRASILEIRO SA PETRO
SOLEShares108.06K
TypeSH
Market value$1.25M
2.23%
Sole
108.06K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.23K
TypeSH
Market value$907.9K
1.63%
Sole
1.23K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.72K
TypeSH
Market value$587.7K
1.05%
Sole
3.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCSOLE | COM | 9.22K | SH | $24.10M 43.16% | 9.22K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.39M | SH | $19.01M 34.05% | 1.39M | 0.00 | 0.00 |
XP INCSOLE | CL A | 222.17K | SH | $4.49M 8.04% | 222.17K | 0.00 | 0.00 |
AMBIPAR EMERGENCY RESPONSESOLE | CL A ORD SHS | 571.05K | SH | $2.87M 5.14% | 571.05K | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 163.86K | SH | $2.63M 4.71% | 163.86K | 0.00 | 0.00 |
PETROLEO BRASILEIRO SA PETROSOLE | SP ADR NON VTG | 108.06K | SH | $1.25M 2.23% | 108.06K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.23K | SH | $907.9K 1.63% | 1.23K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.72K | SH | $587.7K 1.05% | 3.72K | 0.00 | 0.00 |