Truxt Investmentos Ltda. 13F Holdings
CIK 0001721168
As of Sep 30, 2025, Truxt Investmentos Ltda. reported 22 positions worth
CIK 0001721168
As of Sep 30, 2025, Truxt Investmentos Ltda. reported 22 positions worth
42.6M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 62,428 | $75.6M | 52.99% |
| NU HOLDINGS LTD | NU | Financial Services | 1,277,179 | $20.4M | 14.33% |
| STONECO LTD | STNE | Technology | 640,725 | 2.1M | 8.49% |
| AURA MINERALS INC | AUGO | Basic Materials | 178,275 | $6.6M | 4.65% |
| KRANESHARES CSI CHINA INTERNET ETF | KWEB | — | 115,932 | $4.9M | 3.41% |
| MICROSOFT CORP | MSFT | Technology | 6,124 | $3.2M | 2.22% |
| NVIDIA CORP | NVDA | Technology | 11,746 | $2.2M | 1.54% |
| BANCO DE CHILE ADR REPRESENTING | BCH | Financial Services | 69,761 | $2.1M | 1.48% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 2,999 | $2.1M | 1.47% |
| COPA HOLDINGS SA | CPA | Industrials | 13,576 | .6M | 1.13% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 8,829 | .6M | 1.11% |
| AMAZON.COM INC | AMZN | Equity | 6,696 | .5M | 1.03% |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 4,245 | .4M | 0.98% |
| ALPHABET INC | GOOGL | Equity | 5,134 | .2M | 0.87% |
| UNITED AIRLINES HOLDINGS INC | UAL | Industrials | 12,651 | .2M | 0.86% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3,379 | .1M | 0.75% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1,303 | .0M | 0.73% |
| META PLATFORMS INC | META | Communication Services | 1,399 | .0M | 0.72% |
| APOLLO GLOBAL MANAGEMENT INC | APO | Financial Services | 7,377 | $983.1K | 0.69% |
| DELTA AIR LINES INC | DAL | Industrials | 12,936 | $734.1K | 0.51% |
| ISHARES MSCI BRAZIL ETF | EWZ | — | 800 | $30.4K | 0.02% |
| ISHARES TR | — | — | 252 | $6.6K | 0.00% |