Holders — by stockHoldings — by fund
Truxt Investmentos Ltda.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1721168
$86.6M
disclosed book value
17
positions
25.2%
largest position share
Positions, as of 2026-06-30
top 17 of 17 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NU HLDGS LTD | 1.6M | $21.8M | 25.2% |
| 2 | EZUISHARES INC | 199,236 | $13.8M | 16% |
| 3 | AURA MINERALS INC | 204,003 | $12.8M | 14.8% |
| 4 | COPA HOLDINGS SA | 71,416 | $11.1M | 12.8% |
| 5 | ENICENEL CHILE SA | 2.5M | $11.0M | 12.7% |
| 6 | HBMHUDBAY MINERALS INC | 162,004 | $3.8M | 4.4% |
| 7 | FCXFREEPORT MCMORAN INC | 60,330 | $3.8M | 4.4% |
| 8 | WEATHERFORD INTL PLC | 22,000 | $1.8M | 2.1% |
| 9 | BKRBAKER HUGHES COMPANY | 28,780 | $1.6M | 1.8% |
| 10 | SNDKSANDISK CORP | 604 | $1.4M | 1.6% |
| 11 | MUMICRON TECHNOLOGY INC | 1,008 | $1.2M | 1.3% |
| 12 | KLACKLA CORP | 3,720 | $1.1M | 1.3% |
| 13 | INTER & CO INC | 74,945 | $406,951 | 0.5% |
| 14 | ISHARES INC | 1,480 | $370,007 | 0.4% |
| 15 | ISHARES TR | 5,474 | $344,862 | 0.4% |
| 16 | ISHARES TR | 610 | $176,900 | 0.2% |
| 17 | INVESCO QQQ TR | 520 | $20,800 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.