Truxt Investmentos Ltda.
23 holdingsFiling period: 2026-03-31Current AUM: $184.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 41.8K | $27.2M | $31.2M | 16.90% | -- | 2026-03-31 |
| 2 | — | NU HLDGS LTD | 1.84M | $26.5M | $26.5M | 14.34% | +564.8K | 2026-03-31 |
| 3 | EWY | ISHARES INC | 130.8K | $16.8M | $21.5M | 11.65% | -- | 2026-03-31 |
| 4 | EWZ | ISHARES INC | 291.6K | $11.2M | $10.7M | 5.79% | +290.8K | 2026-03-31 |
| 5 | — | XP INC | 568.2K | $10.8M | $10.8M | 5.86% | -- | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 26.9K | $10.0M | $12.5M | 6.77% | +20.8K | 2026-03-31 |
| 7 | MU | MICRON TECHNOLOGY INC | 27.1K | $9.5M | $23.1M | 12.49% | -- | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 37.4K | $6.5M | $7.5M | 4.07% | +25.7K | 2026-03-31 |
| 9 | — | AURA MINERALS INC | 74.6K | $6.1M | $6.1M | 3.30% | -103,680 | 2026-03-31 |
| 10 | — | WEATHERFORD INTL PLC | 42.1K | $4.0M | $4.0M | 2.16% | -- | 2026-03-31 |
| 11 | — | ASML HLDG NV | 2.8K | $3.7M | $3.7M | 1.98% | -- | 2026-03-31 |
| 12 | U | UNITY SOFTWARE INC | 154.5K | $3.4M | $4.9M | 2.65% | -- | 2026-03-31 |
| 13 | BKR | BAKER HUGHES COMPANY | 48.6K | $3.0M | $2.9M | 1.59% | -- | 2026-03-31 |
| 14 | COHR | COHERENT CORP | 11.5K | $2.8M | $3.1M | 1.67% | -- | 2026-03-31 |
| 15 | LITE | LUMENTUM HLDGS INC | 3.9K | $2.8M | $2.8M | 1.54% | -- | 2026-03-31 |
| 16 | GLW | CORNING INC | 19.5K | $2.7M | $2.7M | 1.48% | -- | 2026-03-31 |
| 17 | SOXX | ISHARES TR | 8.2K | $2.7M | $4.1M | 2.23% | -- | 2026-03-31 |
| 18 | VRT | VERTIV HOLDINGS CO | 9.6K | $2.5M | $2.4M | 1.30% | -- | 2026-03-31 |
| 19 | FCX | FREEPORT MCMORAN INC | 21.0K | $1.2M | $1.3M | 0.71% | -- | 2026-03-31 |
| 20 | HBM | HUDBAY MINERALS INC | 56.1K | $1.2M | $1.3M | 0.69% | -- | 2026-03-31 |
| 21 | EEM | ISHARES TR | 11.7K | $1.2M | $1.3M | 0.72% | -- | 2026-03-31 |
| 22 | — | TOWER SEMICONDUCTOR LTD | 1.1K | $195K | $195K | 0.11% | -- | 2026-03-31 |
| 23 | QCOM | QUALCOMM INC | 26 | $3K | $3K | 0.00% | -- | 2026-03-31 |
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