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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
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 APP APPLOVIN CORP Technology 6,700.0 $3.5M 1.26% $515.22 -37.8%
22 COF CAPITAL ONE FINL CORP Financial Services 13,500.0 $2.7M 0.99% $200.59 +9.5%
23 LTM LATAM AIRLINES GROUP SA Industrials 40,000.0 $2.3M 0.85% +22K +122.2% $58.27 -10.0%
24 META META PLATFORMS INC Communication Services 3,000.0 $1.7M 0.62% $563.33 +9.5%
25 AUNA S A 308,208.0 $1.6M 0.58% $5.13
26 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 26,000.0 $1.5M 0.56% $59.35 -15.4%
27 AUGO AURA MINERALS INC Basic Materials 20,000.0 $1.3M 0.46% -26K -56.4% $62.95 +34.9%
28 CEE THE CENTRAL AND EASTERN EU I Financial Services 57,000.0 $1.2M 0.43% NEW $20.54 -1.1%
29 TEO TELECOM ARGENTINA SA Communication Services 51,000.0 $663K 0.24% -9K -15.0% $13.00 +0.2%
30 VIST VISTA ENERGY S.A.B. DE C.V. Energy 10,000.0 $638K 0.23% +2K +25.0% $63.80 +15.6%
31 CANE TEUCRIUM COMMODITY TR Financial Services 65,000.0 $636K 0.23% NEW $9.78 +16.7%
32 EWY ISHARES INC 3,000.0 $606K 0.22% NEW $202.00 -6.5%
33 GDX VANECK ETF TRUST 7,500.0 $566K 0.21% NEW $75.47 +31.5%
34 IFRX INFLARX NV Healthcare 251,000.0 $562K 0.21% NEW $2.24 -0.9%
35 ISHARES INC 78,830.0 $288K 0.11% -26K -24.8% $3.65
36 UNITED STS OIL FD LP 2,000.0 $28K 0.01% +800.0 +66.7% $14.00
37 PETROLEO BRASILEIRO S A 9,706.0 $11K 0.00% +6K +194.1% $1.13
38 ADVANCED MICRO DEVICES INC 88.0 $3K 0.00% NEW $34.09
39 ISHARES INC 200.0 $3K 0.00% NEW $15.00
40 MICRON TECHNOLOGY INC 44.0 $3K 0.00% -158.0 -78.2% $68.18
Page 2 of 3  ·  49 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 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%