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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 NVDA NVIDIA CORPORATION Technology 89,896.0 $18.0M 6.59% -24K -20.9% $200.09 +15.1%
2 AMZN AMAZON COM INC Consumer Cyclical 60,879.0 $14.5M 5.32% -16K -21.0% $238.34 +8.5%
3 IBIT ISHARES BITCOIN TRUST ETF Financial Services 330,094.0 $11.0M 4.03% -326K -49.7% $33.29 +35.9%
4 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 22,185.0 $10.6M 3.88% -17K -44.1% $477.57 -10.2%
5 FTAI AVIATION LTD 38,532.0 $10.4M 3.82% -17K -30.8% $270.53
6 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 94,380.0 $9.4M 3.46% -50K -34.9% $100.07 +5.7%
7 BA BOEING CO Industrials 41,881.0 $9.1M 3.32% -4K -8.3% $216.47 -1.9%
8 DPZ DOMINOS PIZZA INC Consumer Cyclical 16,363.0 $4.8M 1.77% -8K -33.7% $296.03 +15.2%
9 AGBK AGI INC Financial Services 660,236.0 $4.7M 1.71% -125K -15.9% $7.08 -4.7%
10 AUGO AURA MINERALS INC Basic Materials 20,000.0 $1.3M 0.46% -26K -56.4% $62.95 +34.9%
11 TEO TELECOM ARGENTINA SA Communication Services 51,000.0 $663K 0.24% -9K -15.0% $13.00 +0.2%
12 ISHARES INC 78,830.0 $288K 0.11% -26K -24.8% $3.65
13 MICRON TECHNOLOGY INC 44.0 $3K 0.00% -158.0 -78.2% $68.18
14 PBR PETROLEO BRASILEIRO S A Energy 100.0 $2K 0.00% -355K -100.0% $20.00 +0.6%

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%