Back to Truxt Investmentos Ltda.
Q3 2026 13F filing
Updated 2 days ago26 disclosed positions worth $237.6M
Portfolio value
$237.6M
Total holdings
26
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-03
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MICRON TECHNOLOGY INC | $28.1M | 26.4K | 11.82% | — |
| 2 | N NOKIA CORP | $26.6M | 2.62M | 11.18% | — |
| 3 | D DELTA AIR LINES INC | $26.4M | 316.0K | 11.10% | — |
| 4 | A AMERICAN AIRLINES GROUP INC | $25.7M | 1.92M | 10.80% | — |
| 5 | N NVIDIA CORPORATION | $23.5M | 102.8K | 9.89% | — |
| 6 | H SK HYNIX INC | $12.9M | 69.9K | 5.41% | — |
| 7 | E ENEL CHILE SA | $12.7M | 3.01M | 5.37% | — |
| 8 | S SANDISK CORP | $12.7M | 7.3K | 5.35% | — |
| 9 | P PETROLEO BRASILEIRO S A | $10.4M | 496.0K | 4.36% | — |
| 10 | B BANCO SANTANDER BRASIL S A | $9.5M | 1.70M | 3.99% | — |
| 11 | W WEATHERFORD INTL PLC | $8.6M | 109.2K | 3.62% | — |
| 12 | P XP INC | $7.5M | 355.4K | 3.14% | — |
| 13 | M META PLATFORMS INC | $7M | 9.6K | 2.93% | — |
| 14 | O OKTA INC | $5.8M | 27.8K | 2.45% | — |
| 15 | N NU HLDGS LTD | $5.7M | 450.5K | 2.40% | — |
| 16 | ? N/A SPDR SERIES TRUST | $4.2M | 38.7K | 1.76% | — |
| 17 | N NU HLDGS LTD | $3.7M | 288.7K | 1.54% | — |
| 18 | S SPACE EXPLORATION TECHN CORP | $3.4M | 22.4K | 1.42% | — |
| 19 | P XP INC | $2.2M | 107.1K | 0.95% | — |
| 20 | S STATE STR SPDR S&P 500 ETF T | $473K | 704 | 0.20% | — |
| 21 | ? N/A ROUNDHILL ETF TRUST | $310K | 3.0K | 0.13% | — |
| 22 | N NOKIA CORP | $183K | 26.2K | 0.08% | — |
| 23 | ? N/A TESLA INC | $165K | 728 | 0.07% | — |
| 24 | M MICRON TECHNOLOGY INC | $74K | 80 | 0.03% | — |
| 25 | ? N/A ROUNDHILL ETF TRUST | $49K | 5.4K | 0.02% | — |
| 26 | M MICRON TECHNOLOGY INC | $1 | 80 | 0.00% | — |