53 is the total number of securities Truxt Investmentos Ltda. has owned. The longest Truxt Investmentos Ltda. has owned a single stock is 11 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
XP | XP INC | 11 | 11 | 14.86% | 35.59% | 74.93% | Q1 2021 | Q3 2023 | 11 |
LOMA | LOMA NEGRA CORP | 11 | 11 | 0.51% | 1.54% | 3.14% | Q1 2021 | Q3 2023 | 11 |
MELI | MERCADOLIBRE INC | 5 | 1 | 8.63% | 19.81% | 27.02% | Q1 2021 | Q3 2023 | 8 |
NVDA | NVIDIA CORPORATION | 3 | 2 | 3.76% | 6.29% | 10.76% | Q1 2021 | Q3 2023 | 8 |
MSFT | MICROSOFT CORP | 3 | 2 | 2.31% | 5.53% | 8.31% | Q1 2021 | Q3 2023 | 8 |
VTEX | 7 | 1 | 0.12% | 1.70% | 2.55% | Q3 2021 | Q3 2023 | 8 | |
BABA | ALIBABA GROUP HLDG LTD | 7 | 7 | 1.62% | 6.44% | 14.29% | Q1 2022 | Q3 2023 | 7 |
GOOGL | ALPHABET INC | 3 | 1 | 2.34% | 5.07% | 6.51% | Q1 2021 | Q3 2023 | 7 |
SPY | SPDR S&P 500 ETF TR | 6 | 1 | 0.12% | 3.78% | 22.61% | Q3 2021 | Q3 2023 | 7 |
ARCE | ARCO PLATFORM LTD | 7 | 7 | 1.94% | 3.12% | 4.41% | Q4 2021 | Q2 2023 | 7 |
MELI KASZEK PIONEER CORP | 7 | 7 | 0.40% | 0.73% | 1.62% | Q3 2021 | Q1 2023 | 7 | |
XPAC ACQUISITION CORP | 6 | 6 | 2.67% | 4.18% | 5.22% | Q3 2021 | Q4 2022 | 6 | |
WALDENCAST PLC | 5 | 5 | 7.88% | 10.60% | 13.05% | Q3 2022 | Q3 2023 | 5 | |
WALDU | WALDENCAST ACQUISITION... | 5 | 5 | 2.29% | 4.86% | 9.32% | Q1 2021 | Q1 2022 | 5 |
AMZN | AMAZON COM INC | 3 | 1 | 2.23% | 4.62% | 7.63% | Q1 2021 | Q3 2023 | 5 |
STNE | STONECO LTD | 2 | 2 | 2.80% | 10.85% | 16.26% | Q1 2021 | Q4 2022 | 4 |
NU HLDGS LTD | 4 | 4 | 5.24% | 8.59% | 12.80% | Q4 2022 | Q3 2023 | 4 | |
FB | META PLATFORMS INC | 2 | 2 | 1.83% | 4.00% | 5.11% | Q1 2021 | Q3 2023 | 4 |
AAPL | APPLE INC | 3 | 1 | 2.56% | 3.75% | 4.87% | Q1 2021 | Q2 2022 | 4 |
VLATU | VALOR LATITUDE ACQUISI... | 4 | 4 | 1.23% | 2.99% | 4.93% | Q2 2021 | Q1 2022 | 4 |
QQQ | INVESCO QQQ TR | 1 | 1 | 0.05% | 0.39% | 0.94% | Q3 2021 | Q3 2023 | 4 |
WALDENCAST PLC | 4 | 4 | 0.08% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 | |
ZALATORIS II ACQUISITI... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 | |
XLF | SELECT SECTOR SPDR TR | 2 | 2 | 0.22% | 3.51% | 6.81% | Q1 2021 | Q2 2021 | 2 |
CRWD | CROWDSTRIKE HLDGS INC | 2 | 2 | 1.64% | 2.27% | 2.90% | Q2 2021 | Q3 2021 | 2 |
MGNI | MAGNITE INC | 2 | 2 | 1.50% | 2.16% | 2.82% | Q2 2021 | Q3 2021 | 2 |
NET | CLOUDFLARE INC | 2 | 2 | 1.66% | 2.11% | 2.56% | Q2 2021 | Q3 2021 | 2 |
FXI | ISHARES TR | 2 | 2 | 0.26% | 0.32% | 0.37% | Q4 2022 | Q1 2023 | 2 |
INTER & CO INC | 2 | 2 | 0.15% | 0.27% | 0.40% | Q3 2022 | Q4 2022 | 2 | |
IGV | ISHARES TR | 1 | 1 | 7.10% | 7.10% | 7.10% | Q1 2023 | Q1 2023 | 1 |
SNAP | SNAP INC | 1 | 1 | 2.40% | 2.40% | 2.40% | Q2 2022 | Q2 2022 | 1 |
CPA | COPA HOLDINGS SA | 1 | 1 | 2.37% | 2.37% | 2.37% | Q3 2023 | Q3 2023 | 1 |
TLT | ISHARES TR | 1 | 1 | 2.27% | 2.27% | 2.27% | Q3 2023 | Q3 2023 | 1 |
AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2022 | Q3 2022 | 1 |
DASH | DOORDASH INC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q2 2022 | Q2 2022 | 1 |
SHOP | SHOPIFY INC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2022 | Q2 2022 | 1 |
VESTA REAL ESTATE CORP... | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2023 | Q2 2023 | 1 | |
EWZ | ISHARES INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
GUNR | FLEXSHARES TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
SOXX | ISHARES TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
WALDW | WALDENCAST ACQUISITION... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
NU HLDGS LTD | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 | |
XLF | SELECT SECTOR SPDR TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
NVDA | NVIDIA CORPORATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
PBR | PETROLEO BRASILEIRO SA... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
AMZN | AMAZON COM INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
GOOGL | ALPHABET INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
OLAPLEX HLDGS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 | |
TLT | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
VIV | TELEFONICA BRASIL SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
PINS | PINTEREST INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
W | WAYFAIR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LYFT | LYFT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
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The securities at the top of the list , including XP INC, LOMA NEGRA CORP, and MERCADOLIBRE INC, are the highest-conviction holdings of Truxt Investmentos Ltda..
The conviction is calculated by counting the number of quarters a security has been reported by Truxt Investmentos Ltda.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Truxt Investmentos Ltda. owns currently or has owned in the past.