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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare -100.0%
42 MU MICRON TECHNOLOGY INC Technology -100.0%
43 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive -100.0%
44 PLTR PALANTIR TECHNOLOGIES INC Technology -100.0%
45 GOOGL ALPHABET INC Communication Services -100.0%
Page 3 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%