EdgeMarket › What Spx Gestao De Recursos Ltda reported owning
What Spx Gestao De Recursos Ltda reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
82Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 71654V101 | 128.9M | 10.7% | 6.9M | — | — |
| XLP State Street Consumer Staples Select Sector SP | 120.2M | 10.0% | 1.5M | 85.99 | +3.3% |
| STNE StoneCo Ltd. | 109.1M | 9.1% | 7.7M | 9.36 | -36.8% |
| VALE Vale S.A. | 88.1M | 7.3% | 5.5M | 14.59 | +50.1% |
| MCHI iShares MSCI China ETF | 54.6M | 4.5% | 972.0K | 55.66 | -7.1% |
| VINP Vinci Compass Investments Ltd. | 49.3M | 4.1% | 4.7M | 9.52 | -2.9% |
| ARCO Arcos Dorados Holdings Inc. | 49.1M | 4.1% | 5.9M | 7.96 | +12.6% |
| NVDA NVIDIA CORP | 45.9M | 3.8% | 263.2K | 214.72 | +22.4% |
| LTM LATAM AIRLINES GROUP S.A. | 43.6M | 3.6% | 882.0K | 51.55 | +13.8% |
| BBD BANK BRADESCO | 40.3M | 3.3% | 11.1M | 3.11 | +8.0% |
| NU Nu Holdings Ltd. | 36.9M | 3.1% | 2.6M | 14.58 | +7.0% |
| PBR PETROBRAS - PETROLEO BRASILEIRO SA | 36.0M | 3.0% | 1.7M | 19.15 | +60.7% |
| TGS GAS TRANSPORTER OF THE SOUTH INC | 35.5M | 2.9% | 1.0M | 28.10 | +3.2% |
| INTR Inter & Co, Inc. | 32.0M | 2.7% | 4.0M | 5.39 | -30.5% |
| CPA Copa Holdings, S.A. | 25.5M | 2.1% | 224.8K | 129.95 | +13.5% |
| BAP CREDICORP LTD | 22.9M | 1.9% | 67.4K | 378.97 | +52.2% |
| XP XP Inc. | 22.6M | 1.9% | 1.2M | 16.81 | +4.8% |
| EMBJ EMBRAER S.A. | 21.0M | 1.7% | 353.3K | 75.95 | +36.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 20.0M | 1.7% | 59.3K | 418.95 | +83.3% |
| EWZ iShares MSCI Brazil ETF | 18.9M | 1.6% | 493.2K | 35.06 | +26.6% |
| BP BP PLC | 16.7M | 1.4% | 354.3K | 44.76 | +32.1% |
| GGB GERDAU S.A. | 15.4M | 1.3% | 4.3M | 4.33 | +49.8% |
| PAM Pampa Energy Inc. | 14.5M | 1.2% | 163.6K | 79.52 | +12.1% |
| AMZN AMAZON COM INC | 13.0M | 1.1% | 62.6K | 258.63 | +15.6% |
| SN SharkNinja, Inc. | 11.0M | 0.9% | 104.2K | 180.76 | +51.1% |
| ELPC ENERGY CO OF PARANA | 10.8M | 0.9% | 902.1K | 11.01 | +37.1% |
| AA Alcoa Corp | 10.3M | 0.9% | 155.3K | 51.85 | +76.8% |
| TEO TELECOM ARGENTINA SA | 8.6M | 0.7% | 732.7K | 13.14 | +43.1% |
| CPAY CORPAY, INC. | 8.5M | 0.7% | 29.3K | 417.13 | +31.8% |
| unmapped CUSIP 15236F100 | 7.3M | 0.6% | 669.0K | — | — |
| OIH VanEck Oil Services ETF | 6.7M | 0.6% | 16.5K | 415.33 | +75.6% |
| CEPU CENTRAL PUERTO S.A. | 6.1M | 0.5% | 361.5K | 12.98 | +18.2% |
| EVEX Eve Holding, Inc. | 5.7M | 0.5% | 2.3M | 2.63 | -35.9% |
| GRND Grindr Inc. | 5.5M | 0.5% | 455.8K | 15.53 | -1.6% |
| SBS COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SA | 5.4M | 0.5% | 177.9K | 4.61 | +9.6% |
| SHEL Shell plc | 4.9M | 0.4% | 52.3K | 93.33 | +29.5% |
| META Meta Platforms, Inc. | 4.9M | 0.4% | 8.5K | 549.90 | -26.5% |
| RIO RIO TINTO PLC | 4.5M | 0.4% | 48.6K | 105.30 | +73.7% |
| OWL BLUE OWL CAPITAL INC. | 4.5M | 0.4% | 489.7K | 11.67 | -37.2% |
| LUXE LuxExperience B.V. | 4.2M | 0.3% | 523.4K | 7.77 | -5.5% |
| unmapped CUSIP G1827P106 | 3.3M | 0.3% | 305.0K | — | — |
| unmapped CUSIP 138103106 | 3.2M | 0.3% | 298.6K | — | — |
| CORZ Core Scientific, Inc./tx | 3.1M | 0.3% | 205.3K | 17.81 | +26.5% |
| UGP ULTRAPAR HOLDINGS INC | 2.9M | 0.2% | 519.1K | 6.74 | +104.9% |
| TLN Talen Energy Corp | 2.4M | 0.2% | 7.5K | 314.46 | -12.7% |
| SOLS Solstice Advanced Materials Inc. | 2.3M | 0.2% | 29.6K | 56.16 | — |
| PGY Pagaya Technologies Ltd. | 2.1M | 0.2% | 180.1K | 21.68 | -28.4% |
| TDG TransDigm Group INC | 2.1M | 0.2% | 1.8K | 1,200.35 | -14.4% |
| BSAC BANCO SANTANDER CHILE | 1.9M | 0.2% | 56.5K | 35.16 | +48.6% |
| CIB Grupo Cibest S.A. | 1.2M | 0.1% | 16.2K | 101.43 | +105.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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