account_balance
Investment manager · 13F filer · SEC CIK 1589176
SPX Gestao de Recursos Ltda
Reported value$898Mas of Jun 30, 2026
Positions79 42 new, 32 sold out
Top 10 weight49.4%XP alone is 9%
FiledAug 637 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
XPXp Inc - Class A
8.7%Added +305%
LTMLatam Airlines Group-sp ADR
6.8%Added +19%
TGSTransport Gas Sur B ADR
6.0%Added +77%
PAMPampa Energia SA
5.0%Added +235%
VINPVinci Compass Investments Ltd
4.8%Trimmed −5%
ARCOArcos Dorados Holdings Inc
4.0%Trimmed −24%
STNEStoneco Ltd-a
3.6%Trimmed −61%
EMBJEmbraer SA
3.6%Added +42%
BBDBanco Bradesco
3.4%Trimmed −20%
TEOTelecom Argentina
3.4%Added +217%
HALHalliburton Co
3.3%New
RIORio Tinto PLC
3.3%Added +534%
XPXp Inc - Class A
8.7%Added +305%
LTMLatam Airlines Group-sp ADR
6.8%Added +19%
TGSTransport Gas Sur B ADR
6.0%Added +77%
PAMPampa Energia SA
5.0%Added +235%
VINPVinci Compass Investments Ltd
4.8%Trimmed −5%
ARCO4.0%STNE3.6%EMBJ3.6%BBD3.4%TEO3.4%HAL3.3%RIO3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XP Xp Inc - Class A 8.7% Added +305%LTM Latam Airlines Group-sp ADR 6.8% Added +19%TGS Transport Gas Sur B ADR 6.0% Added +77%PAM Pampa Energia SA 5.0% Added +235%VINP Vinci Compass Investments Ltd 4.8% Trimmed −5%ARCO Arcos Dorados Holdings Inc 4.0% Trimmed −24%STNE Stoneco Ltd-a 3.6% Trimmed −61%EMBJ Embraer SA 3.6% Added +42%BBD Banco Bradesco 3.4% Trimmed −20%TEO Telecom Argentina 3.4% Added +217%HAL Halliburton Co 3.3% NewRIO Rio Tinto PLC 3.3% Added +534%
What changed