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Portfolio (Quarterly) Guide ↗

Investidor Profissional Gestao de Recursos Ltda.

· CIK 0001953154
13F Portfolio $172M AUM 23 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 10 Added 10 Reduced 6 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.43% $748850.00
22 AMZN CALL AMAZON COM INC Consumer Cyclical 1,400.0 $334K 0.19% -2K -58.8% $238.34 +11.8%
23 MKL MARKEL GROUP INC Financial Services 155.0 $303K 0.18% NEW $1953.01 -6.9%
Page 2 of 2  ·  23 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 38.0%
Technology 21.4%
Consumer Cyclical 18.9%
Communication Services 14.7%
Industrials 5.4%
Healthcare 1.5%