Institutional Fund
Navi International - Administradora E Gestora De Recursos Financeiros Ltda.
Sao Paulo, BrazilCIK 20446102 filings on record
Portfolio Value
$222.28M
Q1 2026
Holdings
14
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+40.6%
from $158.10M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nu Hldgs Ltd25.9%
- Mercadolibre Inc23.6%
- Xp Inc22.9%
- Stoneco Ltd13.0%
- Petroleo Brasileiro SA Petro7.2%
- Petroleo Brasileiro SA Petro2.5%
- Other4.9%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nu Hldgs Ltd | 4.01M | $57.60M | 25.9% | +3.47M | Added |
| 2 | Mercadolibre Inc | 30.3K | $52.40M | 23.6% | −4.9K | Reduced |
| 3 | Xp Inc | 2.68M | $51.01M | 22.9% | +2.09M | Added |
| 4 | Stoneco Ltd | 2.04M | $28.85M | 13.0% | +883.3K | Added |
| 5 | Petroleo Brasileiro SA Petro | 848.1K | $15.90M | 7.2% | −100.0K | Reduced |
| 6 | Petroleo Brasileiro SA Petro | 266.9K | $5.54M | 2.5% | −390.6K | Reduced |
| 7 | Suzano S A | 356.2K | $3.57M | 1.6% | 0 | Held |
| 8 | Centrais Elet Bras SA | 190.9K | $2.39M | 1.1% | −10.0K | Reduced |
| 9 | Gerdau SA | 550.0K | $1.99M | 0.9% | 0 | Held |
| 10 | Latam Airlines Group SA | 20.7K | $1.02M | 0.5% | +20.7K | New |
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