SPX Gestao de Recursos Ltda
Top Portfolio Positions
63 positions ·
$862,278,405 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| STNE |
StoneCo Ltd.
Technology
|
7,728,014 | $109,119,557 | 12.65% |
| VALE |
Vale S.A.
Basic Materials
|
5,539,608 | $88,135,163 | 10.22% |
| VINP |
Vinci Compass Investments Ltd.
Financial Services
|
4,672,173 | $49,291,425 | 5.72% |
| ARCO |
Arcos Dorados Holdings Inc.
Consumer Cyclical
|
5,949,286 | $49,081,609 | 5.69% |
| NVDA |
Nvidia Corp
Technology
|
263,200 | $45,902,080 | 5.32% |
| LTM |
Latam Airlines Group S.A.
Industrials
|
881,976 | $43,604,893 | 5.06% |
| BBD |
Bank Bradesco
Financial Services
|
11,051,974 | $40,339,705 | 4.68% |
| NU |
Nu Holdings Ltd.
Financial Services
|
2,569,755 | $36,927,379 | 4.28% |
| PBR |
Petrobras - Petroleo Brasileiro Sa
Energy
|
1,732,842 | $35,956,471 | 4.17% |
| TGS |
Gas Transporter Of The South Inc
Energy
|
1,025,136 | $35,479,956 | 4.11% |
Portfolio Trend
Holdings in GRND
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,510,622 | 455,800 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $5,440,372 | 401,800 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,663,046 | 177,300 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $955,670 | 42,100 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $753,590 | 42,100 | Shares | Defined | 2025-05-14 | |
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