Truxt Investmentos Ltda.
Truxt Investmentos Ltda. reported 17 stocks worth $86.6M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are NU (25.2%), EZU (16.0%) and AUGO (14.8%). Compared with Q1 2026, the fund opened new positions in EZU, CPA and ENIC, added to AUGO, HBM and FCX, trimmed NU, WFRD and BKR and sold out of SPY, EWY and EWZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 5 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NU NU Hldgs Ltd | $21.8M | 25.2% | 1.6M | −209K (−11%) | 4 of 5 | |
| 2 |  EZU Ishares Inc | $13.8M | 16.0% | 199K | New position | 1 of 5 | |
| 3 |  AUGO Aura Minerals Inc S | $12.8M | 14.8% | 204K | +129K (+173%) | 3 of 5 | |
| 4 |  CPA Copa Holdings SA | $11.1M | 12.8% | 71K | New position | 2 of 5 | |
| 5 |  ENIC Enel Chile SA Sponsored ADR | $11M | 12.7% | 2.5M | New position | 1 of 5 | |
| 6 |  HBM Hudbay Minerals Inc | $3.8M | 4.4% | 162K | +106K (+189%) | 2 of 5 | |
| 7 |  FCX Freeport-Mcmoran Inc | $3.8M | 4.4% | 60K | +39K (+187%) | 2 of 5 | |
| 8 |  WFRD Weatherford Intl PLC | $1.8M | 2.1% | 22K | −20K (−48%) | 2 of 5 | |
| 9 |  BKR Baker Hughes Co. A | $1.6M | 1.8% | 29K | −20K (−41%) | 2 of 5 | |
| 10 |  SNDK Sandisk Corp | $1.4M | 1.6% | 604 | New position | 1 of 5 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPY Spdr S&P 500 ETF TR | $27.2M | 42K |
 EWY Ishares Inc | $16.8M | 131K |
 EWZ Ishares Inc | $11.2M | 292K |
 XP XP Inc | $10.8M | 568K |
 MSFT Microsoft Corp | $10M | 27K |
🔒 Free account: see all 16.
Reported value
last 5 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Truxt Investmentos Ltda. 13F FAQ
What does Truxt Investmentos Ltda. own?
Truxt Investmentos Ltda. reported 17 stocks worth $86.6M in its 13F filing for Q2 2026, filed Jul 27, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Truxt Investmentos Ltda. buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 3 added to, 4 trimmed and 16 sold out. New positions include EZU, CPA and ENIC. It sold all of SPY, EWY and EWZ.
When will Truxt Investmentos Ltda. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Truxt Investmentos Ltda.'s portfolio worth?
The Q2 2026 filing reports $86.6M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.