ACUTO MASTER
Ações Livre · CNPJ 53.600.329/0001-50 · benchmark Não se aplica
Portfolio as of December 2025
AUM
R$76.0M
In stocks
R$146.5M
Stocks
14
YTD
▲ 16.4%
12 months
▲ 21.9%
Past performance is no guarantee of future results.
Quota
Month-end; daily in recent months
Disclosed so far
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Hatched months still have confidential positions.
Portfolio
Changes vs. November 2025
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 MELI34 | MercadoLibre, Inc. | 21.9% | R$32.1M | Trimmed−R$1.4M | ▼ 15.1% | BDR |
 ROXO34 | Nu Holdings Ltd. | 13.1% | R$19.2M | Trimmed−R$5.2M | ▼ 17.8% | BDR |
 RENT3 | Localiza Rent A Car SA | 12.5% | R$18.3M | Held | ▲ 21.3% | Finance |
 ENEV3 | Eneva S.A. | 10.3% | R$15.0M | Trimmed−R$555.0K | ▲ 58.6% | Utilities |
 PGMN3 | Empreendimentos Pague Menos SA | 8.8% | R$12.9M | Held | ▼ 6.4% | Retail Trade |
 CURY3 | Cury Construtora e Incorporadora SA | 5.7% | R$8.3M | New | ▲ 1.6% | Finance |
 XPBR31 | XP Inc. | 5.6% | R$8.2M | Trimmed−R$2.8M | ▲ 73.2% | BDR |
 S2EA34 | Sea Limited ADR A | 5.3% | R$7.8M | Held | ▼ 42.1% | BDR |
 B3SA3 | B3 SA - Brasil, Bolsa, Balcao | 3.4% | R$4.9M | Held | ▲ 70.7% | Finance |
 SUZB3 | Suzano S.A. | 3.3% | R$4.9M | Trimmed−R$4.0M | ▼ 17.6% | Process Industries |
 EQTL3 | Equatorial S.A. | 3.3% | R$4.8M | Trimmed−R$885.5K | ▲ 28.8% | Utilities |
 BBAS3 | Banco do Brasil S.A. | 3.2% | R$4.7M | Trimmed−R$3.9M | ▲ 10.4% | Finance |
 SMFT3 | Smartfit Escola de Ginastica e Danca SA | 3.2% | R$4.7M | Trimmed−R$419.4K | ▲ 10.1% | Consumer Services |
 RENT4 | Localiza Rent A Car SA | 0.5% | R$670.3K | New | ▲ 23.8% | Finance |
Exited this month
