StockDriftsStockDriftsTop 50 SPX Gestao de Recursos Ltda Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PBR.A | PETROLEO BRASILEIRO SA PETRO | 10.74% | 6.87M | $128.9M | +486.05%(+5.70M) | $14.64(-0.83%) | 2026-03-31 | |
| XLP | STATE STREET CONSUMER STAPLES | 10.01% | 1.47M | $120.2M | new | $78.52(+8.24%) | 2026-03-31 | |
| STNE | STONECO LTD-A | 9.09% | 7.73M | $109.1M | +47.58%(+2.49M) | $15.67(-28.70%) | 2026-03-31 | |
| VALE | VALE SA SP ADR | 7.34% | 5.54M | $88.1M | +1302.37%(+5.14M) | $14.40(+4.07%) | 2026-03-31 | |
| MCHI | ISHARES MSCI CHN | 4.55% | 972.0K | $54.6M | new | $58.13(-12.41%) | 2026-03-31 | |
| VINP | VINCI COMPASS INVESTMENTS LTD | 4.11% | 4.67M | $49.3M | +16.78%(+671.45K) | $10.97(-9.69%) | 2026-03-31 | |
| ARCO | ARCOS DORADOS HOLDINGS INC | 4.09% | 5.95M | $49.1M | -21.22%(-1.60M) | $7.58(+8.58%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 3.82% | 263.2K | $45.9M | +1715.17%(+248.70K) | $177.03(+10.05%) | 2026-03-31 | |
| LTM | LATAM AIRLINES GROUP-SP ADR | 3.63% | 882.0K | $43.6M | +168.52%(+553.51K) | $48.32(+16.79%) | 2026-03-31 | |
| BBD | BANCO BRADESCO | 3.36% | 11.05M | $40.3M | +221.54%(+7.61M) | $3.30(+4.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.53% | +27.85% |
| Top 20 Holdings Unweighted | +11.71% | +39.41% |
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