Verde Servicos Internacionais S.A.

CIK

1629290

Location

SAO PAULO, D5

Portfolio Value

Small $272,291,377

Diversification

Diversified

Filing Date

Global Rank

#3,939 / 8,700 ▲ 627

Top Industry

Semiconductors 24.3%

Period ended 2 months ago

Filed Jul 29, 2026 · 45d

26 quarters · since Mar 2020

Portfolio Concentration

33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.4%

+0.4 pts

Top 5

45.4%

+0.2 pts

Top 10

65.7%

+0.1 pts

HHI

695

Diversified+43

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	33.4%	$91,008,882	4
Technology	16.2%	$44,070,425	4
Financial Services	11.3%	$30,881,918	5
Consumer Cyclical	10.7%	$29,048,062	4
Industrials	8.0%	$21,820,841	3
Healthcare	7.6%	$20,641,251	4
Communication Services	6.6%	$17,871,368	4
Consumer Defensive	3.5%	$9,444,606	1
Basic Materials	2.5%	$6,864,408	2
Energy	0.2%	$639,616	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	+130,800	584,327	$31,243,964
VALE	Vale S.A.	+123,100	372,700	$5,605,408
NU	Nu Holdings Ltd.	+35,800	934,210	$12,481,045
LTM	Latam Airlines Group S.A.	+22,000	40,000	$2,330,800
LLY	ELI LILLY & Co	+6,000	8,000	$9,595,440
ISRG	Intuitive Surgical Inc	+3,398	22,386	$8,902,464
VIST	Vista Energy, S.A.B. de C.V.	+2,000	10,000	$638,000
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
PBR	Petrobras - Petroleo Brasileiro SA	−355,400	100	$1,616
IBIT	iShares Bitcoin Trust ETF	−325,680	330,094	$10,988,829
AGBK	AGI Inc	−124,735	660,236	$4,674,470
CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	−50,500	94,380	$9,444,606
AUGO	Aura Minerals Inc.	−25,900	20,000	$1,259,000
NVDA	Nvidia Corp	−23,707	89,896	$17,987,290
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−17,486	22,185	$10,594,890
FTAI	FTAI Aviation Ltd.	−17,152	38,532	$10,424,061
AMZN	Amazon Com Inc	−16,162	60,879	$14,509,900
TEO	Telecom Argentina SA	−9,000	51,000	$663,000
DPZ	Dominos Pizza Inc	−8,323	16,363	$4,844,102
BA	Boeing Co	−3,812	41,881	$9,065,980
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	168,998	$12,066,457
AMD	Advanced Micro Devices Inc	19,310	$11,217,372
V	Visa Inc.	28,700	$9,846,683
TJX	Tjx Companies Inc /De/	53,800	$8,150,700
MU	Micron Technology Inc	3,700	$4,270,873
BTCK	Teucrium Commodity Trust	65,000	$1,504,750
CEE	Central & Eastern Europe Fund, Inc.	57,000	$1,171,350
IFRX	InflaRx N.V.	251,000	$562,240
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
BABA	Alibaba Group Holding Ltd	105,377	$13,220,598
C	Citigroup Inc	79,966	$9,068,944
MDLZ	Mondelez International, Inc.	155,340	$8,953,797
MSFT	Microsoft Corp	23,982	$8,877,416
GFL	GFL Environmental Inc.	211,142	$8,808,844
FCX	Freeport-Mcmoran Inc	80,770	$4,747,660
XP	XP Inc.	168,923	$3,216,293
TSLA	Tesla, Inc.	8,000	$2,974,000
—		50,000	$1,421,500
GGAL	Grupo Financiero Galicia SA	20,000	$934,200
IRS	Irsa Investments & Representations Inc	40,000	$648,400
BKF	iShares MSCI BIC ETF	15,000	$575,850
STNE	StoneCo Ltd.	36,000	$508,320
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 tracked positions · $272,291,377 total · filing declares 49 positions · $272,933 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLDM	World Gold Trust	Held	595,207	0	$47,271,339	−14.3%	17.36%
SLV	iShares Silver Trust	Added	584,327	+130,800	$31,243,964	+1.1%	11.47%
NVDA	Nvidia Corp Technology	Reduced	89,896	-23,707	$17,987,290	−9.2%	6.61%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	60,879	-16,162	$14,509,900	−9.6%	5.33%
NU	Nu Holdings Ltd. Financial Services	Added	934,210	+35,800	$12,481,045	−3.3%	4.58%
NFLX	Netflix Inc Communication Services	NEW	168,998	NEW	$12,066,457	NEW	4.43%
AMD	Advanced Micro Devices Inc Technology	NEW	19,310	NEW	$11,217,372	NEW	4.12%
IBIT	iShares Bitcoin Trust ETF	Reduced	330,094	-325,680	$10,988,829	−56.4%	4.04%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	22,185	-17,486	$10,594,890	−21.0%	3.89%
FTAI	FTAI Aviation Ltd. Industrials	Reduced	38,532	-17,152	$10,424,061	−23.6%	3.83%
V	Visa Inc. Financial Services	NEW	28,700	NEW	$9,846,683	NEW	3.62%
LLY	ELI LILLY & Co Healthcare	Added	8,000	+6,000	$9,595,440	+421.6%	3.52%
CCEP	COCA-COLA EUROPACIFIC PARTNERS plc Consumer Defensive	Reduced	94,380	-50,500	$9,444,606	−28.1%	3.47%
BA	Boeing Co Industrials	Reduced	41,881	-3,812	$9,065,980	−0.3%	3.33%
ISRG	Intuitive Surgical Inc Healthcare	Added	22,386	+3,398	$8,902,464	+1.7%	3.27%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	53,800	NEW	$8,150,700	NEW	2.99%
VALE	Vale S.A. Basic Materials	Added	372,700	+123,100	$5,605,408	+41.2%	2.06%
DPZ	Dominos Pizza Inc Consumer Cyclical	Reduced	16,363	-8,323	$4,844,102	−45.3%	1.78%
AGBK	AGI Inc Financial Services	Reduced	660,236	-124,735	$4,674,470	−18.1%	1.72%
MU	Micron Technology Inc Technology	NEW	3,700	NEW	$4,270,873	NEW	1.57%
APP	AppLovin Corp Communication Services	Held	6,700	0	$3,452,041	+29.5%	1.27%
COF	Capital One Financial Corp Financial Services	Held	13,500	0	$2,708,370	+10.0%	0.99%
LTM	Latam Airlines Group S.A. Industrials	Added	40,000	+22,000	$2,330,800	+161.9%	0.86%
META	Meta Platforms, Inc. Communication Services	Held	3,000	0	$1,689,870	−1.5%	0.62%
AUNA	Auna S.A. Healthcare	Held	308,208	0	$1,581,107	−6.9%	0.58%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	Held	26,000	0	$1,543,360	+16.9%	0.57%
BTCK	Teucrium Commodity Trust	NEW	65,000	NEW	$1,504,750	NEW	0.55%
AUGO	Aura Minerals Inc. Basic Materials	Reduced	20,000	-25,900	$1,259,000	−66.4%	0.46%
CEE	Central & Eastern Europe Fund, Inc. Financial Services	NEW	57,000	NEW	$1,171,350	NEW	0.43%
TEO	Telecom Argentina SA Communication Services	Reduced	51,000	-9,000	$663,000	−5.5%	0.24%
VIST	Vista Energy, S.A.B. de C.V. Energy	Added	10,000	+2,000	$638,000	+5.7%	0.23%
IFRX	InflaRx N.V. Healthcare	NEW	251,000	NEW	$562,240	NEW	0.21%
PBR	Petrobras - Petroleo Brasileiro SA Energy	Reduced	100	-355,400	$1,616	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.