SPX Gestao de Recursos Ltda
CIK 1589176 · Holdings on Jun 30, 2026 · First reported Aug 6, 2026
Top ten holdings
Q2 2026- XP8.72%
- LTM6.79%
- TGS6.01%
- PAM5.01%
- VINP4.81%
- ARCO4.04%
- STNE3.63%
- EMBJ3.58%
- BBD3.43%
- TEO3.36%
Share classes counted separately49.38%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PBR.AWeight decreased · -9.12 pp10.74% → 1.62%Shares -5.88M (-85.56%)
- XPWeight increased · +6.84 pp1.88% → 8.72%Shares +3.63M (+305.46%)
- STNEWeight decreased · -5.46 pp9.09% → 3.63%Shares -4.72M (-61.13%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | XPXP INC - CLASS ACL A View history and evidence | $78.26M | 8.72% | 4.81M shares | 1.88% → 8.72%+6.84 pp +3.63M (+305.46%) | Added | ▾ |
| 02 | LTMLATAM AIRLINES GROUP SA-ADRSPONSORED ADR View history and evidence | $60.99M | 6.79% | 1.05M shares | 3.63% → 6.79%+3.16 pp +164.66K (+18.67%) | Added | ▾ |
| 03 | TGSTRANSPORTADOR GAS-ADR SP BSPONSORED ADS B View history and evidence | $53.98M | 6.01% | 1.82M shares | 2.96% → 6.01%+3.05 pp +790.45K (+77.11%) | Added | ▾ |
| 04 | PAMPAMPA ENERGIA SA-SPON ADRSPONS ADR LVL I View history and evidence | $44.98M | 5.01% | 547.64K shares | 1.21% → 5.01%+3.80 pp +383.99K (+234.65%) | Added | ▾ |
| 05 | VINPVINCI COMPASS INVESTMENTS LTCOM CL A View history and evidence | $43.22M | 4.81% | 4.44M shares | 4.11% → 4.81%+0.70 pp -230.66K (-4.94%) | Reduced | ▾ |
| 06 | ARCOARCOS DORADOS HOLDINGS INC-ASHS CLASS -A - View history and evidence | $36.28M | 4.04% | 4.50M shares | 4.09% → 4.04%-0.05 pp -1.45M (-24.34%) | Reduced | ▾ |
| 07 | STNESTONECO LTD-ACOM CL A View history and evidence | $32.56M | 3.63% | 3.00M shares | 9.09% → 3.63%-5.46 pp -4.72M (-61.13%) | Reduced | ▾ |
| 08 | EMBJEMBRAER SA-SPON ADRSPONSORED ADR View history and evidence | $32.11M | 3.58% | 503.23K shares | 1.75% → 3.58%+1.83 pp +149.94K (+42.44%) | Added | ▾ |
| 09 | BBDBANCO BRADESCO-ADRSP ADR PFD NEW View history and evidence | $30.76M | 3.43% | 8.86M shares | 3.36% → 3.43%+0.07 pp -2.19M (-19.80%) | Reduced | ▾ |
| 10 | TEOTELECOM ARGENTINA SA-SP ADRSPON ADR REP B View history and evidence | $30.17M | 3.36% | 2.32M shares | 0.71% → 3.36%+2.65 pp +1.59M (+216.69%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 41
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLP SS CONSUMER STAPLES SEL SECT | Non-derivative | -1,466,111 | -$120.19M | SEC filing ↗ | SEC filing ↗ |
| MCHI ISHARES MSCI CHINA ETF | Non-derivative | -972,000 | -$54.61M | SEC filing ↗ | SEC filing ↗ |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | Non-derivative | -2,569,755 | -$36.93M | SEC filing ↗ | SEC filing ↗ |
3 / 41 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1589176 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-06
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001589176-26-000004",
"cover_total": 897970154,
"filing_date": "2026-08-19",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 77,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001589176-26-000003",
"filing_date": "2026-08-06",
"confidential": false,
"cover_table_value_total_raw": 897970154
}
],
"cover_table_value": 897970154
}Research all 79 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.