SPX Gestao de Recursos Ltda
79 holdingsFiling period: 2026-06-30Current AUM: $909.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | XP INC - CLASS A | 4.81M | $78.3M | $78.3M | 8.60% | +3.63M | 2026-06-30 |
| 2 | LTM | LATAM AIRLINES GROUP-SP ADR | 1.05M | $61.0M | $52.8M | 5.80% | +164.7K | 2026-06-30 |
| 3 | TGS | TRANSPORT GAS SUR B ADR | 1.82M | $54.0M | $53.9M | 5.92% | +790.5K | 2026-06-30 |
| 4 | PAM | PAMPA ENERGIA SA | 547.6K | $45.0M | $47.5M | 5.23% | +384.0K | 2026-06-30 |
| 5 | — | VINCI COMPASS INVESTMENTS LTD | 4.44M | $43.2M | $43.2M | 4.75% | -230,656 | 2026-06-30 |
| 6 | — | ARCOS DORADOS HOLDINGS INC | 4.50M | $36.3M | $36.3M | 3.99% | -1,447,959 | 2026-06-30 |
| 7 | — | STONECO LTD-A | 3.00M | $32.6M | $32.6M | 3.58% | -4,723,979 | 2026-06-30 |
| 8 | EMBJ | EMBRAER SA | 503.2K | $32.1M | $37.3M | 4.10% | +149.9K | 2026-06-30 |
| 9 | BBD | BANCO BRADESCO | 8.86M | $30.8M | $31.0M | 3.41% | -2,188,675 | 2026-06-30 |
| 10 | TEO | TELECOM ARGENTINA | 2.32M | $30.2M | $32.3M | 3.56% | +1.59M | 2026-06-30 |
| 11 | HAL | HALLIBURTON CO | 876.3K | $29.8M | $31.3M | 3.44% | -- | 2026-06-30 |
| 12 | RIO | RIO TINTO PLC | 308.6K | $29.3M | $30.0M | 3.30% | +259.9K | 2026-06-30 |
| 13 | MSFT | MICROSOFT CORPORATION | 64.5K | $24.0M | $32.0M | 3.52% | -- | 2026-06-30 |
| 14 | — | INTERCORP FINANCIAL SERVICES | 401.5K | $22.9M | $22.9M | 2.51% | +401.3K | 2026-06-30 |
| 15 | NVDA | NVIDIA CORP | 112.7K | $22.6M | $23.9M | 2.63% | -150,461 | 2026-06-30 |
| 16 | GOOGL | ALPHABET INC CLASS A COMMON STOCK | 61.3K | $21.9M | $21.1M | 2.32% | -- | 2026-06-30 |
| 17 | FCX | FREEPORT-MCMORAN INC | 344.1K | $21.6M | $23.9M | 2.62% | -- | 2026-06-30 |
| 18 | EWZ | ISHARES MSCI BRAZIL ETF | 581.3K | $20.1M | $22.0M | 2.41% | +88.2K | 2026-06-30 |
| 19 | MU | MICRON TECHNOLOGY INC | 17.1K | $19.7M | $15.8M | 1.74% | +16.9K | 2026-06-30 |
| 20 | — | INTER & CO INC - CL A | 3.41M | $18.5M | $18.5M | 2.04% | -608,869 | 2026-06-30 |
| 21 | — | CREDICORP | 44.0K | $17.1M | $17.1M | 1.88% | -23,436 | 2026-06-30 |
| 22 | MA | MASTERCARD INCORPORATED | 31.7K | $16.3M | $18.2M | 2.00% | -- | 2026-06-30 |
| 23 | V | VISA INC. CMN CLASS A | 45.5K | $15.6M | $17.1M | 1.88% | -- | 2026-06-30 |
| 24 | META | META PLATFORMS INC | 26.0K | $14.7M | $17.4M | 1.92% | +17.5K | 2026-06-30 |
| 25 | PBR/A | PETROLEO BRASILEIRO SA PETRO | 992.9K | $14.5M | $14.5M | 1.60% | -5,881,807 | 2026-06-30 |
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