SPX GESTAO DE RECURSOS LTDA

PrivateCIK: 1589176
Location

RIO DE JANEIRO, D5

82
Positions
$1.20B
Total AUM (reported)
71.38M
Total Shares

Allocation by class

TOTAL AUM$1.20B82 positions
COM CL A$162.88M13.5%
SPONSORED ADR$133.62M11.1%
SP ADR NON VTG$128.90M10.7%
STATE STREET CON$120.19M10.0%
SPONSORED ADS$119.00M9.9%
COM$115.27M9.6%
MSCI CHINA ETF$54.61M4.5%

Portfolio Concentration

Top 329.7%4–1030.8%11–2528.4%Rest11.1%TOP 1060.5%0%100%
Top 3$358.21M29.7%
4–10$370.96M30.8%
11–25$341.89M28.4%
Rest$133.25M11.1%

Top 3 weight

29.7%

Top 10 weight

60.5%

Voting Authority Distribution

Total shares with voting rights: 71.38M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

71.38M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other82
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings82
Rows:

PETROLEO BRASILEIRO SA PETRO

DFND
SP ADR NON VTG
Shares6.87M
TypeSH
Market value$128.90M
10.70%
Sole
0.00
Shared
6.87M
None
0.00

STATE STREET CONSUMER STAPLES

DFND
STATE STREET CON
Shares1.47M
TypeSH
Market value$120.19M
9.98%
Sole
0.00
Shared
1.47M
None
0.00

STONECO LTD-A

DFND
COM CL A
Shares7.73M
TypeSH
Market value$109.12M
9.06%
Sole
0.00
Shared
7.73M
None
0.00

VALE SA SP ADR

DFND
SPONSORED ADS
Shares5.54M
TypeSH
Market value$88.14M
7.32%
Sole
0.00
Shared
5.54M
None
0.00

ISHARES MSCI CHN

DFND
MSCI CHINA ETF
Shares972K
TypeSH
Market value$54.61M
4.53%
Sole
0.00
Shared
972K
None
0.00

VINCI COMPASS INVESTMENTS LTD

DFND
COM CL A
Shares4.67M
TypeSH
Market value$49.29M
4.09%
Sole
0.00
Shared
4.67M
None
0.00

ARCOS DORADOS HOLDINGS INC

DFND
SHS CLASS -A -
Shares5.95M
TypeSH
Market value$49.08M
4.08%
Sole
0.00
Shared
5.95M
None
0.00

NVIDIA CORP

DFND
COM
Shares263.20K
TypeSH
Market value$45.90M
3.81%
Sole
0.00
Shared
263.20K
None
0.00

LATAM AIRLINES GROUP-SP ADR

DFND
SPONSORED ADR
Shares881.98K
TypeSH
Market value$43.60M
3.62%
Sole
0.00
Shared
881.98K
None
0.00

BANCO BRADESCO

DFND
SP ADR PFD NEW
Shares11.05M
TypeSH
Market value$40.34M
3.35%
Sole
0.00
Shared
11.05M
None
0.00

NU HOLDINGS LTD/CAYMAN ISL-A

DFND
ORD SHS CL A
Shares2.57M
TypeSH
Market value$36.93M
3.07%
Sole
0.00
Shared
2.57M
None
0.00

PETROLEO BRASILEIRO ADR

DFND
SPONSORED ADR
Shares1.73M
TypeSH
Market value$35.96M
2.99%
Sole
0.00
Shared
1.73M
None
0.00

TRANSPORT GAS SUR B ADR

DFND
SPONSORED ADS B
Shares1.03M
TypeSH
Market value$35.48M
2.95%
Sole
0.00
Shared
1.03M
None
0.00

INTER & CO INC - CL A

DFND
CLASS A COM
Shares4.02M
TypeSH
Market value$32.03M
2.66%
Sole
0.00
Shared
4.02M
None
0.00

COPA HOLDINGS SA

DFND
CL A
Shares224.79K
TypeSH
Market value$25.54M
2.12%
Sole
0.00
Shared
224.79K
None
0.00

CREDICORP

DFND
COM
Shares67.40K
TypeSH
Market value$22.86M
1.90%
Sole
0.00
Shared
67.40K
None
0.00

XP INC - CLASS A

DFND
CL A
Shares1.19M
TypeSH
Market value$22.60M
1.88%
Sole
0.00
Shared
1.19M
None
0.00

EMBRAER SA

DFND
SPONSORED ADR
Shares353.29K
TypeSH
Market value$20.96M
1.74%
Sole
0.00
Shared
353.29K
None
0.00

TAIWAN SEMI ADR

DFND
SPONSORED ADS
Shares59.27K
TypeSH
Market value$20.03M
1.66%
Sole
0.00
Shared
59.27K
None
0.00

ISHARES MSCI BRAZIL ETF

DFND
MSCI BRAZIL ETF
Shares493.17K
TypeSH
Market value$18.93M
1.57%
Sole
0.00
Shared
493.17K
None
0.00

BP PLC

DFND
SPONSORED ADR
Shares354.34K
TypeSH
Market value$16.65M
1.38%
Sole
0.00
Shared
354.34K
None
0.00

GERDAU SA

DFND
SPON ADR REP PFD
Shares4.25M
TypeSH
Market value$15.36M
1.28%
Sole
0.00
Shared
4.25M
None
0.00

PAMPA ENERGIA SA

DFND
SPONS ADR LVL I
Shares163.64K
TypeSH
Market value$14.48M
1.20%
Sole
0.00
Shared
163.64K
None
0.00

AMAZON.COM INC

DFND
COM
Shares62.64K
TypeSH
Market value$13.05M
1.08%
Sole
0.00
Shared
62.64K
None
0.00

SHARKNINJA INC

DFND
COM SHS
Shares104.17K
TypeSH
Market value$11.03M
0.92%
Sole
0.00
Shared
104.17K
None
0.00
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