Institutions / SPX Gestao de Recursos Ltda
SPX Gestao de Recursos Ltda
CIK 1589176 · Institution · as of Dec 31, 2025
Portfolio value
$977.02M
Positions
67
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 67 →
| Company | Value | % of portfolio |
|---|---|---|
| Stoneco Ltd-A | $77.45M | 7.9% |
| Kraneshares Csi China | $70.67M | 7.2% |
| Xp Inc - Class a | $68.68M | 7.0% |
| Petroleo Brasileiro S.A. Petrobras | $57.92M | 5.9% |
| Credicorp Ltd. | $57.14M | 5.8% |
| State Street SPDR S&P 500 ETF | $55.52M | 5.7% |
| Arcos Dorados Holdings Inc | $55.43M | 5.7% |
| First Solar Inc | $53.36M | 5.5% |
| Vinci Compass Investments Ltd | $52.17M | 5.3% |
| Copa Holdings, S.A. | $47.47M | 4.9% |
| Aura Minerals Inc | $44.22M | 4.5% |
| Gas Transporter of the South IncTGS | $37.52M | 3.8% |
| Rio Tinto PLC | $37.49M | 3.8% |
| Micron Technology Inc | $25.69M | 2.6% |
| Alibaba Group Holding LtdBABA | $21.99M | 2.3% |
| Bp PLC | $18.17M | 1.9% |
| Gerdau S.A.GGB | $18.06M | 1.8% |
| Latam Airlines Group-Sp Adr | $17.74M | 1.8% |
| Petroleo Brasileiro SA Petro | $13.22M | 1.4% |
| Sharkninja Inc | $11.66M | 1.2% |
| Bank BradescoBBD | $11.45M | 1.2% |
| Eve Holding, Inc.EVEX | $11.35M | 1.2% |
| Corpay Inc | $8.81M | 0.9% |
| Energy Co of ParanaELPC | $8.73M | 0.9% |
| Globant S.A. | $8.70M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.