TRUXT INVESTMENTOS LTDA.

PrivateCIK: 1721168
Location

RIO DE JANEIRO, D5

17
Positions
$86.65M
Total AUM (reported)
4.92M
Total Shares

Allocation by class

TOTAL AUM$86.65M17 positions
ORD SHS CL A$21.82M25.2%
MSCI EURZONE ETF$13.85M16.0%
SHS NEW$12.84M14.8%
CL A$12.71M14.7%
SPONSORED ADR$11.04M12.7%
COM$6.36M7.3%
CL B$3.79M4.4%

Portfolio Concentration

Top 356.0%4–1039.9%11–254.2%TOP 1095.8%0%100%
Top 3$48.51M56.0%
4–10$34.53M39.9%
11–25$3.61M4.2%

Top 3 weight

56.0%

Top 10 weight

95.8%

Voting Authority Distribution

Total shares with voting rights: 4.91M

Sole

Full voting authority

4.55M

shares

% of voting shares92.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

361.25K

shares

% of voting shares7.4%

Investment Discretion (by position count)

Sole17
Shared0
Other0
Dominant voting typeSole · 92.6% of voting shares
Institutional Holdings17
Rows:

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares1.63M
TypeSH
Market value$21.82M
25.19%
Sole
1.30M
Shared
0.00
None
332.37K

ISHARES INC

SOLE
MSCI EURZONE ETF
Shares199.24K
TypeSH
Market value$13.85M
15.98%
Sole
199.24K
Shared
0.00
None
0.00

AURA MINERALS INC

SOLE
SHS NEW
Shares204K
TypeSH
Market value$12.84M
14.82%
Sole
175.12K
Shared
0.00
None
28.89K

COPA HOLDINGS SA

SOLE
CL A
Shares71.42K
TypeSH
Market value$11.11M
12.82%
Sole
71.42K
Shared
0.00
None
0.00

ENEL CHILE SA

SOLE
SPONSORED ADR
Shares2.45M
TypeSH
Market value$11.04M
12.74%
Sole
2.45M
Shared
0.00
None
0.00

HUDBAY MINERALS INC

SOLE
COM
Shares162K
TypeSH
Market value$3.82M
4.41%
Sole
162K
Shared
0.00
None
0.00

FREEPORT MCMORAN INC

SOLE
CL B
Shares60.33K
TypeSH
Market value$3.79M
4.38%
Sole
60.33K
Shared
0.00
None
0.00

WEATHERFORD INTL PLC

SOLE
ORD SHS
Shares22K
TypeSH
Market value$1.79M
2.07%
Sole
22K
Shared
0.00
None
0.00

BAKER HUGHES COMPANY

SOLE
CL A
Shares28.78K
TypeSH
Market value$1.60M
1.84%
Sole
28.78K
Shared
0.00
None
0.00

SANDISK CORP

SOLE
COM
Shares604.00
TypeSH
Market value$1.37M
1.58%
Sole
604.00
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares1.01K
TypeSH
Market value$1.16M
1.34%
Sole
1.01K
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares3.72K
TypeSH
Market value$1.12M
1.30%
Sole
3.72K
Shared
0.00
None
0.00

INTER & CO INC

SOLE
INTER & CO INC
Shares74.94K
TypeSH
Market value$407.0K
0.47%
Sole
74.94K
Shared
0.00
None
0.00

ISHARES INC

SOLE
PUT
Shares1.48K
TypeSH
Market value$370.0K
0.43%
Sole
0.00
Shared
0.00
None
0.00

ISHARES TR

SOLE
PUT
Shares5.47K
TypeSH
Market value$344.9K
0.40%
Sole
0.00
Shared
0.00
None
0.00

ISHARES TR

SOLE
PUT
Shares610.00
TypeSH
Market value$176.9K
0.20%
Sole
0.00
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
PUT
Shares520.00
TypeSH
Market value$20.8K
0.02%
Sole
0.00
Shared
0.00
None
0.00