13F HOLDINGS REPORT (Amended)
Truxt Investmentos Ltda.
Quarter ended Q4 2025 · Filed February 5, 2026 · Accession 0001721168-26-000002
Total Value
$71.3M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 1,117,042 | $17.9M | 25.09% |
| 2 | STONECO LTD | STNE | 573,036 | $10.8M | 15.20% |
| 3 | AURA MINERALS INC | AUGO | 178,275 | $6.6M | 9.30% |
| 4 | KRANESHARES TRUST | 500767306 | 115,932 | $4.9M | 6.83% |
| 5 | NU HLDGS LTD | NU | 268,703 | $4.3M | 6.03% |
| 6 | MICROSOFT CORP | MSFT | 6,124 | $3.2M | 4.45% |
| 7 | NVIDIA CORPORATION | NVDA | 11,746 | $2.2M | 3.07% |
| 8 | STONECO LTD | STNE | 115,524 | $2.2M | 3.06% |
| 9 | BANCO DE CHILE | 059520106 | 69,761 | $2.1M | 2.96% |
| 10 | SPOTIFY TECHNOLOGY S A | SPOT | 2,999 | $2.1M | 2.94% |
| 11 | COPA HOLDINGS SA | CPA | 13,576 | $1.6M | 2.26% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,728 | $1.6M | 2.24% |
| 13 | ALIBABA GROUP HLDG LTD | BBAAY | 8,829 | $1.6M | 2.21% |
| 14 | AMAZON COM INC | AMZN | 6,696 | $1.5M | 2.06% |
| 15 | CONSTELLATION ENERGY CORP | CEG | 4,245 | $1.4M | 1.96% |
| 16 | ALPHABET INC | GOOG | 5,134 | $1.2M | 1.75% |
| 17 | UNITED AIRLS HLDGS INC | UNTCW | 12,651 | $1.2M | 1.71% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 3,379 | $1.1M | 1.50% |
| 19 | GOLDMAN SACHS GROUP INC | GSCE | 1,303 | $1.0M | 1.46% |
| 20 | META PLATFORMS INC | META | 1,399 | $1.0M | 1.44% |
| 21 | APOLLO GLOBAL MGMT INC | 03769M106 | 7,377 | $983,133 | 1.38% |
| 22 | DELTA AIR LINES INC DEL | DAL | 12,936 | $734,118 | 1.03% |
| 23 | ISHARES INC | 464286400 | 800 | $30,400 | 0.04% |
| 24 | ISHARES TR | 464287955 | 252 | $6,552 | 0.01% |