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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 NFLX NETFLIX INC. Communication Services 168,998.0 $12.1M 4.42% NEW $71.40 +9.6%
2 AMD ADVANCED MICRO DEVICES INC Technology 19,310.0 $11.2M 4.11% NEW $580.89 -17.8%
3 V VISA INC Financial Services 28,700.0 $9.8M 3.61% NEW $343.10 +9.3%
4 TJX TJX COS INC NEW Consumer Cyclical 53,800.0 $8.2M 2.99% NEW $151.51 -12.8%
5 MU MICRON TECHNOLOGY INC Technology 3,700.0 $4.3M 1.56% NEW $1154.32 -11.9%
6 CEE THE CENTRAL AND EASTERN EU I Financial Services 57,000.0 $1.2M 0.43% NEW $20.54 -1.1%
7 CANE TEUCRIUM COMMODITY TR Financial Services 65,000.0 $636K 0.23% NEW $9.78 +16.7%
8 EWY ISHARES INC 3,000.0 $606K 0.22% NEW $202.00 -6.5%
9 GDX VANECK ETF TRUST 7,500.0 $566K 0.21% NEW $75.47 +31.5%
10 IFRX INFLARX NV Healthcare 251,000.0 $562K 0.21% NEW $2.24 -0.9%
11 ADVANCED MICRO DEVICES INC 88.0 $3K 0.00% NEW $34.09
12 ISHARES INC 200.0 $3K 0.00% NEW $15.00
13 GLOBAL X FDS 500.0 $1K NEW $2.00
14 INVESCO QQQ TR 200.0 $1K NEW $5.00
15 NETFLIX INC. 608.0 $1K NEW $1.64
16 STATE STR SPDR S&P 500 ETF T 240.0 $1K NEW $4.17
17 XP INC 429.0 $1K NEW $2.33
18 EMBRAER S.A. 259.0 NEW
19 ISHARES INC NEW

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%