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Portfolio (Quarterly) Guide ↗

Verde Servicos Internacionais S.A.

· CIK 0001629290
13F Portfolio $273M AUM 49 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 9 Added 14 Reduced 20 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SLV ISHARES SILVER TR Financial Services 584,327.0 $31.2M 11.45% +131K +28.8% $53.47 +11.9%
2 NU NU HLDGS LTD Financial Services 934,210.0 $12.5M 4.57% +36K +4.0% $13.36 +15.0%
3 LLY ELI LILLY & CO Healthcare 8,000.0 $9.6M 3.52% +6K +300.0% $1199.38 -4.3%
4 ISRG INTUITIVE SURGICAL INC Healthcare 22,386.0 $8.9M 3.26% +3K +17.9% $397.66 -7.8%
5 VALE VALE S A Basic Materials 372,700.0 $5.6M 2.05% +123K +49.3% $15.04 +1.5%
6 LTM LATAM AIRLINES GROUP SA Industrials 40,000.0 $2.3M 0.85% +22K +122.2% $58.27 -10.0%
7 VIST VISTA ENERGY S.A.B. DE C.V. Energy 10,000.0 $638K 0.23% +2K +25.0% $63.80 +15.6%
8 UNITED STS OIL FD LP 2,000.0 $28K 0.01% +800.0 +66.7% $14.00
9 PETROLEO BRASILEIRO S A 9,706.0 $11K 0.00% +6K +194.1% $1.13

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 46.7%
Technology 18.3%
Consumer Cyclical 11.2%
Healthcare 7.3%
Communication Services 5.6%
Industrials 4.4%
Consumer Defensive 3.6%
Basic Materials 2.6%
Energy 0.2%