Holders — by stockHoldings — by fund
Navi International - Administradora e Gestora de Recursos Financeiros 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 2044610
$147.9M
disclosed book value
12
positions
35.9%
largest position share
Positions, as of 2026-06-30
top 12 of 12 · 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 | MELIMERCADOLIBRE INC | 31,251 | $53.0M | 35.9% |
| 2 | XP INC | 1.8M | $29.9M | 20.2% |
| 3 | LTMLATAM AIRLINES GROUP SA | 326,007 | $19.0M | 12.8% |
| 4 | PBR/APETROLEO BRASILEIRO S A | 1.2M | $17.0M | 11.5% |
| 5 | INTER & CO INC | 2.4M | $13.3M | 9% |
| 6 | ISHARES INCCALL | 171,500 | $5.9M | 4% |
| 7 | AXIAYAXIA ENERGIA SA | 289,639 | $3.1M | 2.1% |
| 8 | SUZSUZANO S A | 356,146 | $2.8M | 1.9% |
| 9 | GGBGERDAU SA | 550,000 | $2.2M | 1.5% |
| 10 | VALEVALE S A | 51,789 | $778,907 | 0.5% |
| 11 | ITUBITAU UNIBANCO HLDG S A | 76,663 | $626,337 | 0.4% |
| 12 | CIGCIA ENERGETICA DE MINAS GERA | 128,695 | $270,453 | 0.2% |
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.