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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
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STX SEAGATE TECHNOLOGY HLDNGS PL Technology -100.0%
22 TIGO MILLICOM INTL CELLULAR S A Communication Services -100.0%
23 IQVIA HLDGS INC -100.0%
24 EMXC ISHARES INC -100.0%
25 APP APPLOVIN CORP Technology -100.0%
26 BAC BANK AMERICA CORP Financial Services -100.0%
27 CRS CARPENTER TECHNOLOGY CORP Industrials -100.0%
28 CAT CATERPILLAR INC Industrials -100.0%
29 C CITIGROUP INC Financial Services -100.0%
30 CDE COEUR MNG INC Basic Materials -100.0%
31 F FORD MTR CO Consumer Cyclical -100.0%
32 GS GOLDMAN SACHS GROUP INC Financial Services -100.0%
33 HAL HALLIBURTON CO Energy -100.0%
34 IBM INTERNATIONAL BUSINESS MACHS Technology -100.0%
35 RL RALPH LAUREN CORP Consumer Cyclical -100.0%
36 EWJ ISHARES INC -100.0%
37 JPM JPMORGAN CHASE & CO. Financial Services -100.0%
38 JNJ JOHNSON & JOHNSON Healthcare -100.0%
39 KLAC KLA CORP Technology -100.0%
40 KEYS KEYSIGHT TECHNOLOGIES INC Technology -100.0%
Page 2 of 3  ·  45 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 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%