Truxt Investmentos Ltda. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists 26 total positions held by the firm.
The largest holding disclosed in the portfolio is Micron Technology Inc., for which the firm reported ownership of 26,364 shares. Other significant positions include Nokia Corp. Sponsored ADR, with 2,620,200 shares, and Delta Air Lines Inc. New, with 316,000 shares. The filing also lists holdings in American Airlines Group Inc., NVIDIA Corporation, and SK Hynix Inc. American Deposit.
In addition to long positions, the filing details several put options. Truxt Investmentos holds put options on Micron Technology Inc., with a total of 80 shares. The firm also holds put options on SPDR Series Trust Put, State Street SPDR S&P 500 ETF T Put, Roundhill ETF Trust Put, Nokia Corp Put, and Tesla Inc Put. The total number of put option shares reported is 38,700.
The filing was signed by Alexandre Marinho Gaudio, the Chief Operating Officer of Truxt Investmentos Ltda., and was submitted on November 3, 2026.
