CIK 1589176
SPX Gestao de Recursos Ltda
Institutional 13F holdings & portfolio
Holdings
73
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 73
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STNE | STONECO LTD-A | 5.2M | $1M+ | SH |
| KWEB | KRANESHARES CSI CHINA | 2.1M | $1M+ | SH |
| XP | XP INC - CLASS A | 4.2M | $1M+ | SH |
| PBR | PETROLEO BRASILEIRO ADR | 4.9M | $1M+ | SH |
| BAP | CREDICORP | 199K | $1M+ | SH |
| SPY | STATE STREET SPDR S&P 500 ETF | 81K | $1M+ | SH |
| ARCO | ARCOS DORADOS HOLDINGS INC | 7.6M | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 204K | $1M+ | SH |
| VINP | VINCI COMPASS INVESTMENTS LTD | 4.0M | $1M+ | SH |
| CPA | COPA HOLDINGS SA | 394K | $1M+ | SH |
| AUGO | AURA MINERALS INC | 877K | $1M+ | SH |
| TGS | TRANSPORT GAS SUR B ADR | 1.2M | $1M+ | SH |
| RIO | RIO TINTO PLC | 468K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 90K | $1M+ | SH |
| BABA | ALIBABA GROUP HOLDING LTD | 150K | $1M+ | SH |
| BP | BP PLC | 523K | $1M+ | SH |
| GGB | GERDAU SA | 4.9M | $1M+ | SH |
| LTM | LATAM AIRLINES GROUP-SP ADR | 328K | $1M+ | SH |
| PBR.A | PETROLEO BRASILEIRO SA PETRO | 1.2M | $1M+ | SH |
| SN | SHARKNINJA INC | 104K | $1M+ | SH |
| BBD | BANCO BRADESCO | 3.4M | $1M+ | SH |
| EVEX | EVE HOLDING INC | 2.8M | $1M+ | SH |
| CPAY | CORPAY INC | 29K | $1M+ | SH |
| ELPC | CIA PARANAENSE DE ENER-ADR | 918K | $1M+ | SH |
| GLOB | GLOBANT SA | 133K | $1M+ | SH |
| SBS | BASIC SANITATION COMPANY OF THE STATE OF | 348K | $1M+ | SH |
| AMZN | AMAZON.COM INC | 32K | $1M+ | SH |
| OWL | BLUE OWL CAPITAL INC | 490K | $1M+ | SH |
| AXIA-PC | AXIA ENERGIA-ADR PREF C | 680K | $1M+ | SH |
| GRND | GRINDR INC | 402K | $1M+ | SH |
| VALE | VALE SA SP ADR | 395K | $1M+ | SH |
| LUXE | LUXEXPERIENCE BV | 523K | $1M+ | SH |
| TLN | TALEN ENERGY CORP | 9K | $1M+ | SH |
| CEPT | CANTOR EQUITY PARTNERS-CL A | 305K | $1M+ | SH |
| CTLP | CANTALOUPE INC | 299K | $1M+ | SH |
| JBS | JBS NV-A | 208K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| INTR | INTER & CO INC - CL A | 347K | $1M+ | SH |
| AFYA | AFYA LTD-CLASS A | 177K | $1M+ | SH |
| NVDA | NVIDIA CORP | 15K | $1M+ | SH |
| PGY | PAGAYA TECHNOLOGIES LTD -A | 120K | $1M+ | SH |
| UGP | ULTRAPAR PARTICIPACOES | 583K | $1M+ | SH |
| XOP | STATE STREET SPDR S&P OIL & GA | 15K | $1M+ | SH |
| TDG | TRANSDIGM GROUP INC | 1K | $1M+ | SH |
| CORZ | CORE SCIENTIFIC INC | 105K | $1M+ | SH |
| NYAX | NAYAX LTD | 24K | $1M+ | SH |
| SUZ | SUZANO SA | 116K | $1M+ | SH |
| FXI | ISHARE CHINA LARGE CAP ETF | 25K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES | 5K | $500K+ | SH |
| — | PUT - GLD 100 @ 365 EXP 03/20/2026 | 2K | $500K+ | SH (Put) |