Filed: 11/14/2025ACC: 0000899140-25-001316
📋 What this filing means
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $448.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$448.06M
Total AUM (reported)
28.61M
Total Shares
Allocation by class
ORD SHS CL A$192.83M43.0%
CL A$143.53M32.0%
COM CL A$57.27M12.8%
CLASS A COM$54.43M12.1%
Portfolio Concentration
Top 3$393.63M87.9%
4–10$54.43M12.1%
Top 3 weight
87.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 28.61M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
28.61M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other4
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings4
Rows:
Nu Holdings Ltd.
DFNDShares12.04M
TypeSH
Market value$192.83M
43.04%
Sole
0.00
Shared
12.04M
None
0.00
XP Inc
DFNDShares7.64M
TypeSH
Market value$143.53M
32.03%
Sole
0.00
Shared
7.64M
None
0.00
StoneCo Ltd
DFNDShares3.03M
TypeSH
Market value$57.27M
12.78%
Sole
0.00
Shared
3.03M
None
0.00
Inter & Co, Inc
DFNDShares5.90M
TypeSH
Market value$54.43M
12.15%
Sole
0.00
Shared
5.90M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nu Holdings Ltd.DFND | ORD SHS CL A | 12.04M | SH | $192.83M 43.04% | 0.00 | 12.04M | 0.00 |
XP IncDFND | CL A | 7.64M | SH | $143.53M 32.03% | 0.00 | 7.64M | 0.00 |
StoneCo LtdDFND | COM CL A | 3.03M | SH | $57.27M 12.78% | 0.00 | 3.03M | 0.00 |
Inter & Co, IncDFND | CLASS A COM | 5.90M | SH | $54.43M 12.15% | 0.00 | 5.90M | 0.00 |