Verde Servicos Internacionais S.A. 13F Holdings · Q2 2026
Verde Servicos Internacionais S.A. reported 43 securities worth $272.93M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GLDM (17.32%), SLV (11.45%), NVDA (6.59%). Among its top 25 positions this quarter: 5 new, 6 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | $47.3M | 17.32% | 595,207 | Hold |
| 2 | SLV | ISHARES SILVER TR | $31.2M | 11.45% | 584,327 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $18.0M | 6.59% | 89,896 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $14.5M | 5.32% | 60,879 | Trimmed |
| 5 | NU | NU HLDGS LTD | $12.5M | 4.57% | 934,210 | Added |
| 6 | NFLX | NETFLIX INC. | $12.1M | 4.42% | 168,998 | New |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $11.2M | 4.11% | 19,310 | New |
| 8 | IBIT | ISHARES BITCOIN TRUST ETF | $11.0M | 4.03% | 330,094 | Trimmed |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $10.6M | 3.88% | 22,185 | Trimmed |
| 10 | FTAI | FTAI AVIATION LTD | $10.4M | 3.82% | 38,532 | Trimmed |
| 11 | V | VISA INC | $9.8M | 3.61% | 28,700 | New |
| 12 | LLY | ELI LILLY & CO | $9.6M | 3.52% | 8,000 | Added |
| 13 | CCEP | COCA-COLA EUROPACIFIC PARTNE | $9.4M | 3.46% | 94,380 | Trimmed |
| 14 | BA | BOEING CO | $9.1M | 3.32% | 41,881 | Trimmed |
| 15 | ISRG | INTUITIVE SURGICAL INC | $8.9M | 3.26% | 22,386 | Added |
| 16 | TJX | TJX COS INC NEW | $8.2M | 2.99% | 53,800 | New |
| 17 | VALE | VALE S A | $5.6M | 2.05% | 372,700 | Added |
| 18 | DPZ | DOMINOS PIZZA INC | $4.8M | 1.77% | 16,363 | Trimmed |
| 19 | AGBK | AGI INC | $4.7M | 1.71% | 660,236 | Trimmed |
| 20 | MU | MICRON TECHNOLOGY INC | $4.3M | 1.56% | 3,700 | New |
| 21 | APP | APPLOVIN CORP | $3.5M | 1.26% | 6,700 | Hold |
| 22 | COF | CAPITAL ONE FINL CORP | $2.7M | 0.99% | 13,500 | Hold |
| 23 | LTM | LATAM AIRLINES GROUP SA | $2.3M | 0.85% | 40,000 | Added |
| 24 | META | META PLATFORMS INC | $1.7M | 0.62% | 3,000 | Hold |
| 25 | AUNA | AUNA S A | $1.6M | 0.58% | 308,208 | Hold |
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