Squadra Investments - Gestao De Recursos Ltda.
Squadra Investments - Gestao De Recursos Ltda. is an SEC-registered investment adviser based in Rio De Janeiro, Brazil that reports managing 4 hedge funds on Form ADV. It reports $2.1 billion in regulatory assets under management. Its private funds, of all types, hold $1.5 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated -16.0% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +16.2% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $2.1 billionForm ADV Item 5.F
- Gross assets of private funds
- $1.5 billionAll private fund types, Form ADV
- Hedge funds managed
- 44 private funds in total
- Employees
- 27Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 160366
- Latest Form ADV
- 03/31/2026Disciplinary disclosures: yes, see SEC record
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | -8.7% | +14.8% |
| Q1 2026 | -8.0% | -4.6% |
| Q4 2025 | -5.9% | +2.4% |
| Q3 2025 | +7.8% | +7.8% |
| Q2 2025 | +50.0% | +10.4% |
| Q1 2025 | +24.1% | -4.5% |
| Q4 2024 | -30.2% | +2.1% |
| Q3 2024 | +4.9% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Nu Holdings LTD$327.8 million
- Mercadolibre Inc$291.7 million
- Inter & Co Inc$54.7 million
- Stoneco LTD$40.6 million
As of 2026-06-30, from 13F filing by Squadra Investments - Gestao De Recursos Ltda..
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures