M8 Partners
M8 PARTNERS GESTORA DE RECURSOS LTDA.
Portfolio as of April 2026compared with March 2026
In stocks
R$616.0M
Stocks
4
Top 10: 100%
Funds
4
YTD
▲ 4.3%
AUM-weighted average
Past performance is no guarantee of future results.
Disclosed so far
Stock holdings disclosed each month
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Funds can keep positions confidential for up to 180 days, so recent months show up incomplete (hatched) until the confidentiality period ends. The portfolio shown is from the last complete month.
This month
- Buys
- +R$0
- Sells
- R$0
- New positions
- 0
- Exited
- 0
Sectors
- Consumer Services74.8%
- Finance23.8%
- Non-Energy Minerals1.4%
Portfolio
All of the manager's funds combined · since then: today's price vs. Apr/26
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 CSED3 | Cruzeiro do Sul Educacional SA | 74.8% | R$461.0M | Held | ▲ 32.0% | Consumer Services |
 SCAR3 | Sao Carlos Empreendimentos e Participacoes SA | 23.5% | R$144.7M | Held | ▼ 9.8% | Finance |
 VALE3 | Vale S.A. | 1.4% | R$8.7M | Held | ▼ 19.4% | Non-Energy Minerals |
 ITUB4 | Itau Unibanco Holding SA | 0.3% | R$1.6M | Held | ▲ 13.0% | Finance |
Funds
Quota return, after fees
| Fund | Class | AUM | YTD | 12 months | Latest portfolio |
|---|---|---|---|---|---|
| REDMOND | Ações Livre | R$373.9M | ▲ 8.1% | ▲ 35.6% | May/26 |
| GAMA 1 | Ações Livre | R$361.4M | ▲ 9.3% | ▲ 38.2% | May/26 |
| AC | Ações Livre | R$159.8M | ▼ 11.4% | ▼ 10.8% | Jun/26 |
| 7 | Multimercados Invest. no Exterior | R$59.8M | ▼ 7.5% | ▼ 5.1% | Feb/25 |
Past performance is no guarantee of future results.