Truxt Investmentos Ltda. Portfolio Holdings

Truxt Investmentos Ltda.

$147 Million
Q2 2024

Truxt Investmentos Ltda. has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $147 Million distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nu Holdings Ltd. with a value of $52.6M, Mercadolibre Inc with a value of $50.7M, Xp Inc. with a value of $17.8M, Alphabet Inc. with a value of $11.7M, and Broadcom Inc. with a value of $5.58M.

Examining the 13F form we can see an decrease of $87.3M in the current position value, from $234M to 147M.

Below you can find more details about Truxt Investmentos Ltda. portfolio as well as his latest detailed transactions.

Portfolio value $147 Million

Financial Services: $70.3 Million

Consumer Cyclical: $50.7 Million

Communication Services: $16.7 Million

Technology: $7.01 Million

Energy: $1.72 Million

ETFs: $621,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XP Xp Inc. Financial Services	$8.03B	$17.8 Million 12.07% of portfolio	1,009,715	Q2 2024 Reduced 56.8%
TGS Gas Transporter Of The South Inc Energy	$2.76B	$1.72 Million 1.17% of portfolio	90,767	Q2 2024 New

Summary

Portfolio
No. of Stocks 18
Current Value $147 Million
Prior Value $234 Million
Filing
Period Q2 2024
Filing Date July 12, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 3 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 8 stocks

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Truxt Investmentos Ltda. Portfolio Holdings