Universe · entity
SPX Gestao de Recursos Ltda
Institutional manager (13F) · CIK 1589176
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | PETROLEO BRASILEIRO SA PETRO | $129M | 6,874,705 |
| 2 | STATE STREET CONSUMER STAPLES | $120M | 1,466,111 |
| 3 | STONECO LTD-A | $109M | 7,728,014 |
| 4 | VALE SA SP ADR | $88M | 5,539,608 |
| 5 | ISHARES MSCI CHN | $55M | 972,000 |
| 6 | VINCI COMPASS INVESTMENTS LTD | $49M | 4,672,173 |
| 7 | ARCOS DORADOS HOLDINGS INC | $49M | 5,949,286 |
| 8 | NVIDIA CORP | $46M | 263,200 |
| 9 | LATAM AIRLINES GROUP-SP ADR | $44M | 881,976 |
| 10 | BANCO BRADESCO | $40M | 11,051,974 |
| 11 | NU HOLDINGS LTD/CAYMAN ISL-A | $37M | 2,569,755 |
| 12 | PETROLEO BRASILEIRO ADR | $36M | 1,732,842 |
| 13 | TRANSPORT GAS SUR B ADR | $35M | 1,025,136 |
| 14 | INTER & CO INC - CL A | $32M | 4,023,802 |
| 15 | COPA HOLDINGS SA | $26M | 224,792 |
| 16 | CREDICORP | $23M | 67,403 |
| 17 | XP INC - CLASS A | $23M | 1,187,073 |
| 18 | EMBRAER SA | $21M | 353,289 |
| 19 | TAIWAN SEMI ADR | $20M | 59,271 |
| 20 | ISHARES MSCI BRAZIL ETF | $19M | 493,168 |
| 21 | BP PLC | $17M | 354,344 |
| 22 | GERDAU SA | $15M | 4,254,223 |
| 23 | PAMPA ENERGIA SA | $14M | 163,643 |
| 24 | AMAZON.COM INC | $13M | 62,640 |
| 25 | SHARKNINJA INC | $11M | 104,170 |
| 26 | CIA PARANAENSE DE ENER-ADR | $11M | 902,109 |
| 27 | ALCOA CORP | $10M | 155,300 |
| 28 | TELECOM ARGENTINA | $9M | 732,697 |
| 29 | CORPAY INC | $9M | 29,260 |
| 30 | AXIA ENERGIA SA | $7M | 669,035 |
| 31 | VANECK OIL SERVICES ETF | $7M | 16,500 |
| 32 | CENTRAL PUERTO-SPONSORED ADR | $6M | 361,495 |
| 33 | EVE HOLDING INC | $6M | 2,293,630 |
| 34 | GRINDR INC | $6M | 455,800 |
| 35 | BASIC SANITATION COMPANY OF THE STATE OF | $5M | 177,950 |
| 36 | SHELL PLC-ADR | $5M | 52,300 |
| 37 | META PLATFORMS INC | $5M | 8,480 |
| 38 | RIO TINTO PLC | $5M | 48,650 |
| 39 | BLUE OWL CAPITAL INC | $4M | 489,660 |
| 40 | LUXEXPERIENCE BV | $4M | 523,410 |
| 41 | CANTOR EQUITY PARTNERS-CL A | $3M | 305,000 |
| 42 | CANTALOUPE INC | $3M | 298,600 |
| 43 | CORE SCIENTIFIC INC | $3M | 205,350 |
| 44 | ULTRAPAR PARTICIPACOES | $3M | 519,126 |
| 45 | TALEN ENERGY CORP | $2M | 7,490 |
| 46 | SOLSTICE ADVANCED MATERI-W/I | $2M | 29,600 |
| 47 | PAGAYA TECHNOLOGIES LTD -A | $2M | 180,100 |
| 48 | TRANSDIGM GROUP INC | $2M | 1,780 |
| 49 | BANCO SANTANDER CHILE | $2M | 56,479 |
| 50 | GRUPO CIBEST SA-ADR | $1M | 16,242 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.