Funds › Truxt Investmentos Ltda.
Truxt Investmentos Ltda.
13F for Q3 2026, filed Nov 3, 2026. 16 positions worth $237.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MU Micron Technology, Inc. | 26,364 | $28.1M | 11.8% | +2515% | 13F ↗ |
| 2 | NOK Nokia Corporation Sponsored · ADR | 2.62M | $26.6M | 11.2% | New | 13F ↗ |
| 3 | DAL Delta Air Lines, Inc. | 316,000 | $26.4M | 11.1% | New | 13F ↗ |
| 4 | AAL American Airlines Group, Inc. | 1.92M | $25.7M | 10.8% | New | 13F ↗ |
| 5 | NVDA NVIDIA Corporation | 102,842 | $23.5M | 9.9% | New | 13F ↗ |
| 6 | SKHY SK hynix Inc. · American Deposit | 69,855 | $12.9M | 5.4% | New | 13F ↗ |
| 7 | ENIC Enel Chile S.A. · ADR | 3.01M | $12.7M | 5.4% | +22.9% | 13F ↗ |
| 8 | SNDK Sandisk Corporation | 7,300 | $12.7M | 5.3% | +1109% | 13F ↗ |
| 9 | PBR Petroleo Brasileiro S.A. Petrobras · ADR | 496,000 | $10.4M | 4.4% | New | 13F ↗ |
| 10 | XP XP Inc. | 462,443 | $9.7M | 4.1% | New | 13F ↗ |
| 11 | BSBR Banco Santander Brasil SA | 1.70M | $9.5M | 4.0% | New | 13F ↗ |
| 12 | NU Nu Holdings Ltd. | 739,188 | $9.4M | 3.9% | -54.7% | 13F ↗ |
| 13 | WFRD Weatherford International Corp | 109,232 | $8.6M | 3.6% | +397% | 13F ↗ |
| 14 | META Meta Platforms, Inc. | 9,600 | $7.0M | 2.9% | New | 13F ↗ |
| 15 | OKTA Okta, Inc. | 27,800 | $5.8M | 2.4% | New | 13F ↗ |
| 16 | SPCX Space Exploration Technologies Corp. | 22,400 | $3.4M | 1.4% | New | 13F ↗ |
Changes since Q2 2026
11 new, 4 added to, 1 trimmed, 12 exited, 0 unchanged. By estimated dollars.
New positions (11)
| NOK Nokia Corporation Sponsored · ADR | 2.62M | New | $26.6M |
| DAL Delta Air Lines, Inc. | 316,000 | New | $26.4M |
| AAL American Airlines Group, Inc. | 1.92M | New | $25.7M |
| NVDA NVIDIA Corporation | 102,842 | New | $23.5M |
| SKHY SK hynix Inc. · American Deposit | 69,855 | New | $12.9M |
| PBR Petroleo Brasileiro S.A. Petrobras · ADR | 496,000 | New | $10.4M |
| XP XP Inc. | 462,443 | New | $9.7M |
| BSBR Banco Santander Brasil SA | 1.70M | New | $9.5M |
| META Meta Platforms, Inc. | 9,600 | New | $7.0M |
| OKTA Okta, Inc. | 27,800 | New | $5.8M |
Added to (4)
Trimmed (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| NU Nu Holdings Ltd. | 739,188 | -54.7% | -$11.3M |
Exited (12)
| iShares Inc Equity Etf | 199,236 | Exited | -$13.8M |
| AUGO Aura Minerals Inc. | 204,003 | Exited | -$12.8M |
| CPA Copa Holdings, S.A. | 71,416 | Exited | -$11.1M |
| HBM Hudbay Minerals Inc. | 162,004 | Exited | -$3.8M |
| FCX Freeport-McMoRan, Inc. | 60,330 | Exited | -$3.8M |
| BKR Baker Hughes Company | 28,780 | Exited | -$1.6M |
| KLAC KLA Corporation | 3,720 | Exited | -$1.1M |
| INTR Inter & Co. Inc. | 74,945 | Exited | -$407.0K |
| iShares Inc Put | 1,480 | Exited | -$370.0K |
| iShares Tr Put | 5,474 | Exited | -$344.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer