Investidor Profissional Gestao de Recursos Ltda. 13F Holdings · Q2 2026
Investidor Profissional Gestao de Recursos Ltda. reported 18 securities worth $172.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MA (13.07%), TSM (11.07%), META (10.13%). Among its top 25 positions this quarter: 2 new, 8 added, 7 trimmed, 6 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | $22.5M | 13.07% | 43,865 | Added |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $19.1M | 11.07% | 39,952 | Added |
| 3 | META | META PLATFORMS INC | $17.5M | 10.13% | 30,990 | Trimmed |
| 4 | V | VISA INC | $17.4M | 10.07% | 50,574 | Added |
| 5 | BKNG | BOOKING HOLDINGS INC | $17.1M | 9.93% | 95,997 | Added |
| 6 | SPGI | S&P GLOBAL INC | $16.8M | 9.76% | 41,310 | Added |
| 7 | MSFT | MICROSOFT CORP | $9.8M | 5.70% | 26,325 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $9.1M | 5.28% | 25,473 | Trimmed |
| 9 | TDG | TRANSDIGM GROUP INC | $8.9M | 5.17% | 6,693 | Added |
| 10 | MELI | MERCADOLIBRE INC | $8.4M | 4.90% | 4,972 | Trimmed |
| 11 | FICO | FAIR ISAAC CORP | $6.0M | 3.45% | 4,981 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $5.9M | 3.40% | 24,571 | Trimmed |
| 13 | NU | NU HLDGS LTD | $5.3M | 3.08% | 397,648 | Added |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.7M | 1.55% | 5,353 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $2.5M | 1.43% | 12,353 | Added |
| 16 | HCA | HCA HEALTHCARE INC | $2.4M | 1.39% | 6,142 | New |
| 17 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $748,850 | 0.43% | 1 | Hold |
| 18 | MKL | MARKEL GROUP INC | $302,717 | 0.18% | 155 | New |
| 19 | ABNB | AIRBNB INC | $0 | 0.00% | 0 | Exited |
| 20 | ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | Exited |
| 21 | NFLX | NETFLIX INC | $0 | 0.00% | 0 | Exited |
| 22 | QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | Exited |
| 23 | SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | Exited |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR