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SPX Gestao de Recursos Ltda

All holdings · as of Dec 31, 2025

67 positions

CompanyClassValueShares% of portfolio
STONECO LTD-A$77.45M5,236,6207.9%
KRANESHARES CSI CHINA$70.67M2,075,4007.2%
XP INC - CLASS A$68.68M4,195,3797.0%
PETROLEO BRASILEIRO S.A. PETROBRAS$57.92M4,887,5585.9%
CREDICORP LTD.$57.14M199,0835.8%
STATE STREET SPDR S&P 500 ETF$55.52M81,4245.7%
Arcos Dorados Holdings Inc$55.43M7,551,6765.7%
First Solar Inc$53.36M204,2505.5%
VINCI COMPASS INVESTMENTS LTD$52.17M4,000,7255.3%
Copa Holdings, S.A.$47.47M393,5424.9%
AURA MINERALS INC$44.22M877,2114.5%
GAS TRANSPORTER OF THE SOUTH INCTGSADR$37.52M1,206,8033.8%
RIO TINTO PLC$37.49M468,4153.8%
MICRON TECHNOLOGY INC$25.69M90,0002.6%
Alibaba Group Holding LtdBABAADR$21.99M150,0002.3%
BP PLC$18.17M523,2301.9%
GERDAU S.A.GGBADR$18.06M4,894,4961.8%
LATAM AIRLINES GROUP-SP ADR$17.74M328,4631.8%
PETROLEO BRASILEIRO SA PETRO$13.22M1,173,0511.4%
SHARKNINJA INC$11.66M104,1701.2%
BANK BRADESCOBBDADR$11.45M3,437,2491.2%
Eve Holding, Inc.EVEXCommon Stock$11.35M2,845,6921.2%
Corpay Inc$8.81M29,2600.9%
ENERGY CO OF PARANAELPCADR$8.73M918,1270.9%
Globant S.A.$8.70M133,1600.9%
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESPSBSADR$8.30M348,0520.8%
Amazon.com Inc$7.49M32,4600.8%
BLUE OWL CAPITAL INC.$7.32M489,6600.7%
AXIA ENERGIA-ADR PREF C$5.86M680,0910.6%
Grindr Inc.GRNDCommon Stock$5.44M401,8000.6%
Vale S.A.VALEADR$5.15M395,0180.5%
LuxExperience B.V.LUXEADR$4.37M523,4100.4%
Talen Energy Corp$3.56M9,4900.4%
CANTOR EQUITY PARTNERS-CL A$3.43M305,0000.4%
CANTALOUPE INC$3.17M298,6000.3%
JBS NV-A$3.00M208,1000.3%
Meta Platforms Inc$2.94M4,4600.3%
INTER & CO INC - CL A$2.94M347,1060.3%
AFYA LTD-CLASS A$2.73M176,8920.3%
NVIDIA Corp$2.70M14,5000.3%
PAGAYA TECHNOLOGIES LTD -A$2.51M120,3000.3%
ULTRAPAR HOLDINGS INCUGPADR$2.20M582,5850.2%
State Street SPDR S&P Oil & Gas Exploration & Production ETF$1.89M15,0000.2%
TransDigm Group Inc.$1.86M1,4000.2%
Core Scientific, Inc./tx$1.53M104,8000.2%
NAYAX LTD$1.21M23,9580.1%
Suzano S.A.SUZADR$1.08M115,9640.1%
ISHARE CHINA LARGE CAP ETF$971.4K25,3700.1%
ADVANCED MICRO DEVICES INC$963.7K4,5000.1%
Hut 8 Corp.$835.2K18,1800.1%
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