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Portfolio (Quarterly) Guide ↗

Vinland Capital Management Gestora de Recursos LTDA.

· CIK 0001944332
13F Portfolio $50M AUM 47 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 1 Added 39 Reduced 25 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PUT ISHARES TR 200,000.0 $43.6M 87.76% NEW $218.00
2 STNE STONECO LTD Technology 64,608.0 $912K 1.84% NEW $14.12 -22.2%
3 DLO DLOCAL LTD Technology 33,476.0 $434K 0.87% NEW $12.97 -2.2%
4 XLE SELECT SECTOR SPDR TR 1,116.0 $355K 0.71% NEW $317.93 -83.1%
5 BBD BANCO BRADESCO S A Financial Services 27,000.0 $99K 0.20% NEW $3.65 -5.2%

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 76.5%
Technology 23.5%
Communication Services 0.0%
Industrials 0.0%
Basic Materials 0.0%
Consumer Cyclical 0.0%
Energy 0.0%
Healthcare 0.0%
Consumer Defensive 0.0%