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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
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VALE VALE S A Basic Materials 249,600.0 $4.0M 1.22% $15.91 -3.1%
22 AUGO AURA MINERALS INC Basic Materials 45,900.0 $3.7M 1.15% NEW $81.59 -22.1%
23 XP XP INC Financial Services 168,923.0 $3.2M 0.98% NEW $19.04 -19.0%
24 TSLA TESLA INC Consumer Cyclical 8,000.0 $3.0M 0.91% $371.75 +7.7%
25 APP APPLOVIN CORP Technology 6,700.0 $2.7M 0.82% NEW $398.06 +18.0%
26 COF CAPITAL ONE FINL CORP Financial Services 13,500.0 $2.5M 0.76% -30K -68.9% $182.44 +10.5%
27 LLY ELI LILLY & CO Healthcare 2,000.0 $1.8M 0.56% NEW $920.00 +19.4%
28 META META PLATFORMS INC Communication Services 3,000.0 $1.7M 0.53% NEW $572.00 +0.9%
29 AUNA S A 308,208.0 $1.7M 0.52% -15K -4.6% $5.51
30 KWEB KRANESHARES TRUST 50,000.0 $1.4M 0.44% NEW $28.44 -11.0%
31 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 26,000.0 $1.3M 0.41% $50.81 +4.4%
32 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 20,000.0 $934K 0.29% NEW $46.70 +20.7%
33 LTM LATAM AIRLINES GROUP SA Industrials 18,000.0 $890K 0.27% NEW $49.44 +13.0%
34 ISHARES INC 104,880.0 $796K 0.24% +1K +1.0% $7.59
35 TEO TELECOM ARGENTINA SA Communication Services 60,000.0 $701K 0.21% NEW $11.68 +17.7%
36 IRSA INVERSIONES Y REP S A 40,000.0 $648K 0.20% NEW $16.20
37 VIST VISTA ENERGY S.A.B. DE C.V. Energy 8,000.0 $604K 0.18% NEW $75.50 -9.2%
38 EWZ ISHARES INC 15,000.0 $576K 0.18% -33K -68.8% $38.40 -12.2%
39 STNE STONECO LTD Technology 36,000.0 $508K 0.16% NEW $14.11 -25.0%
40 PETROLEO BRASILEIRO S A 3,300.0 $25K 0.01% $7.58
Page 2 of 3  ·  50 positions

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%