Navi International - Administradora e Gestora de Recursos Fi holds a concentrated book of 14 stocks worth $222.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Latam Airlines Group Sa-ADR and trimmed Mercadolibre Inc. Their largest long position is Nu Holdings Ltd/cayman Isl-A at 26% of the equity book.
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Use Arkolith to show Navi International - Administradora e Gestora de Recursos Fi's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Navi International - Administradora e Gestora de Recursos Fi
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 19 / 14 | $15.4B |
| BANK OF AMERICA CORP /DE/ | 19 / 14 | $14.4B |
| BlackRock, Inc. | 19 / 14 | $13.7B |
| JPMORGAN CHASE & CO | 19 / 14 | $6.2B |
| UBS Group AG | 19 / 14 | $3.4B |
| FMR LLC | 19 / 14 | $3.2B |
| CITIGROUP INC | 19 / 14 | $2.8B |
| PNC FINANCIAL SERVICES GROUP, INC. | 19 / 14 | $1.1B |
Ranked by how many of Navi International - Administradora e Gestora de Recursos Fi's top 14 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nu Hldgs Ltd ORD SHS CL A | $57.6M | 4.01M | 25.9% | ▲+639% Added · +3.5M sh | |
| 2 | Mercadolibre Inc COM | $52.4M | 30.3K | 23.6% | ▼−14% Reduced · −5K sh | |
| 3 | XP Inc CL A | $51.0M | 2.68M | 22.9% | ▲+354% Added · +2.1M sh | |
| 4 | Stoneco Ltd COM CL A | $28.8M | 2.04M | 13.0% | ▲+76% Added · +883K sh | |
| 5 | Petroleo Brasileiro S A SP ADR NON VTG | $15.9M | 848.1K | 7.2% | ▼−11% Reduced · −100K sh | |
| 6 | Petroleo Brasileiro S A SPONSORED ADR | $5.5M | 266.9K | 2.5% | ▼−59% Reduced · −391K sh | |
| 7 | Suzano S A SPON ADS | $3.6M | 356.2K | 1.6% | —Held | |
| 8 | Centrais Elet Bras Sa SPON ADS PFD B1 | $2.4M | 190.9K | 1.1% | ▼−5.0% Reduced · −10K sh | |
| 9 | Gerdau Sa SPON ADR REP PFD | $2.0M | 550.0K | 0.9% | —Held | |
| 10 | Latam Airlines Group Sa SPONSORED ADR | $1.0M | 20.7K | 0.5% | ▲New New position | |
| 11 | Centrais Elet Bras Sa SPONSORED ADR | $898K | 79.6K | 0.4% | ▲+91% Added · +38K sh | |
| 12 | Embraer S.A. SPONSORED ADS | $708K | 11.9K | 0.3% | ▲New New position | |
| 13 | Banco Bradesco S A SP ADR PFD NEW | $205K | 56.1K | 0.1% | ▼−85% Reduced · −329K sh | |
| 14 | Itau Unibanco Hldg S A SPON ADR REP PFD | $204K | 24.3K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.