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Portfolio (Quarterly) Guide ↗

Verde Servicos Internacionais S.A.

· CIK 0001629290
13F Portfolio $326M AUM 50 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 7 Added 12 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLDM WORLD GOLD TR Financial Services 595,207.0 $55.2M 16.90% +229K +62.5% $92.69 -10.0%
2 NVDA NVIDIA CORPORATION Technology 113,603.0 $19.8M 6.07% +10K +10.0% $174.40 +20.8%
3 AMZN AMAZON COM INC Consumer Cyclical 77,041.0 $16.0M 4.92% +803.0 +1.1% $208.27 +17.3%
4 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 105,377.0 $13.2M 4.05% +16K +17.6% $125.46 -14.7%
5 NU NU HLDGS LTD Financial Services 898,410.0 $12.9M 3.96% +404K +81.9% $14.37 -11.6%
6 ISRG INTUITIVE SURGICAL INC Healthcare 18,988.0 $8.8M 2.68% +3K +15.5% $460.98 -11.8%
7 ISHARES INC 104,880.0 $796K 0.24% +1K +1.0% $7.59

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 47.3%
Technology 14.7%
Consumer Cyclical 13.8%
Consumer Defensive 7.2%
Industrials 6.1%
Basic Materials 4.1%
Healthcare 3.4%
Energy 2.6%
Communication Services 0.8%