Verde Servicos Internacionais S.A.
13F Reported Value
ⓘ$272.9M
Holdings
49
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Verde Servicos Internacionais S.A. disclosed 49 positions worth $272.9M in its Form 13F-HR for Q2 2026, led by $GLDM (World Gold Trust) at 17.3% of the equity portfolio, followed by $SLV and $NVDA. During the quarter the fund opened 16 new positions and exited 15 — including a new stake in $NFLX and a full exit from $BABA. The portfolio is most concentrated in Financials (42.0% of disclosed assets). All figures are sourced directly from Verde Servicos Internacionais S.A.’s Form 13F-HR filing with the SEC under CIK 1629290.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$47.3M595,207 sh - —
Quality
$31.2M584,327 sh - 85.9#5
Quality
$18.0M89,896 sh - 68.7
Quality
$14.5M60,879 sh - —
Quality
$12.5M934,210 sh - 78.8
Quality
$12.1M168,998 sh - 79.8
Quality
$11.2M19,310 sh - —
Quality
$11.0M330,094 sh - $10.6M22,185 sh
- —
Quality
$10.4M38,532 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 World Gold Trust$GLDM | — | $47.3M | 595,207 |
 iShares Silver Trust$SLV | — | $31.2M | 584,327 |
 NVIDIA CORP$NVDA | 85.9#5 | $18.0M | 89,896 |
 AMAZON COM INC$AMZN | 68.7 | $14.5M | 60,879 |
 Nu Holdings Ltd.$NU | — | $12.5M | 934,210 |
 NETFLIX INC$NFLX | 78.8 | $12.1M | 168,998 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $11.2M | 19,310 |
 iShares Bitcoin Trust ETF$IBIT | — | $11.0M | 330,094 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $10.6M | 22,185 |
 FTAI Aviation Ltd.$FTAI | — | $10.4M | 38,532 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Verde Servicos Internacionais S.A.'s 49 positions.
Showing top 10 of 49 holdings.
Sector Allocation
Financials
$114.5M
Technology
$49.2M
Consumer Discretionary
$29.0M
Industrials
$21.8M
Healthcare
$20.6M
Communication Services
$12.7M
Consumer Staples
$9.4M
Other
$8.0M
Full Holdings — Verde Servicos Internacionais S.A. (Q2 2026)
All 49 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GLDM | World Gold Trust | $47.3M | 17.3% | +0% | — |
| 2 | $SLV | iShares Silver Trust | $31.2M | 11.4% | +29% | — |
| 3 | $NVDA | NVIDIA CORP | $18.0M | 6.6% | -21% | 85.9 |
| 4 | $AMZN | AMAZON COM INC | $14.5M | 5.3% | -21% | 68.7 |
| 5 | $NU | Nu Holdings Ltd. | $12.5M | 4.6% | +4% | — |
| 6 | $NFLX | NETFLIX INC | $12.1M | 4.4% | NEW | 78.8 |
| 7 | $AMD | ADVANCED MICRO DEVICES INC | $11.2M | 4.1% | NEW | 79.8 |
| 8 | $IBIT | iShares Bitcoin Trust ETF | $11.0M | 4.0% | -50% | — |
| 9 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $10.6M | 3.9% | -44% | — |
| 10 | $FTAI | FTAI Aviation Ltd. | $10.4M | 3.8% | -31% | — |
| 11 |  $V | VISA INC. | $9.8M | 3.6% | NEW | 82.9 |
| 12 |  $LLY | ELI LILLY & Co | $9.6M | 3.5% | +300% | 87.5 |
| 13 |  $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | $9.4M | 3.5% | -35% | — |
| 14 |  $BA | BOEING CO | $9.1M | 3.3% | -8% | 61.6 |
| 15 |  $ISRG | INTUITIVE SURGICAL INC | $8.9M | 3.3% | +18% | 79.9 |
| 16 |  $TJX | TJX COMPANIES INC /DE/ | $8.2M | 3.0% | NEW | 68.7 |
| 17 |  $VALE | Vale S.A. | $5.6M | 2.0% | +49% | — |
| 18 |  $DPZ | DOMINOS PIZZA INC | $4.8M | 1.8% | -34% | 60.1 |
| 19 | — | AGI INC - COM SHS CL A | $4.7M | 1.7% | -16% | — |
| 20 |  $MU | MICRON TECHNOLOGY INC | $4.3M | 1.6% | NEW | 86.2 |
| 21 |  $APP | AppLovin Corp | $3.5M | 1.3% | +0% | 84.4 |
| 22 |  $COF | CAPITAL ONE FINANCIAL CORP | $2.7M | 1.0% | +0% | 62.4 |
| 23 |  $LTM | LATAM AIRLINES GROUP S.A. | $2.3M | 0.8% | +122% | — |
| 24 |  $META | Meta Platforms, Inc. | $1.7M | 0.6% | +0% | 79.6 |
| 25 |  $AUNA | AUNA S.A. | $1.6M | 0.6% | +0% | — |
| 26 |  $FND | Floor & Decor Holdings, Inc. | $1.5M | 0.6% | +0% | 54.5 |
| 27 |  $AUGO | Aura Minerals Inc. | $1.3M | 0.5% | -56% | — |
| 28 | — | THE CENTRAL AND EASTERN EU I - COM | $1.2M | 0.4% | NEW | — |
| 29 |  $TEO | TELECOM ARGENTINA SA | $663,000 | 0.2% | -15% | — |
| 30 |  $VIST | Vista Energy, S.A.B. de C.V. | $638,000 | 0.2% | +25% | — |
| 31 | — | TEUCRIUM COMMODITY TR - SUGAR FD | $636,000 | 0.2% | NEW | — |
| 32 | — | ISHARES INC - MSCI STH KOR ETF | $606,000 | 0.2% | NEW | — |
| 33 | — | VANECK ETF TRUST - GOLD MINERS ETF | $566,000 | 0.2% | NEW | — |
| 34 |  $IFRX | InflaRx N.V. | $562,000 | 0.2% | NEW | — |
| 35 | — | ISHARES INC - CALL | $288,000 | 0.1% | -25% | — |
| 36 | — | UNITED STS OIL FD LP - PUT | $28,000 | 0.0% | +67% | — |
| 37 | — | PETROLEO BRASILEIRO S A - CALL | $11,000 | 0.0% | +194% | — |
| 38 | — | ISHARES INC - PUT | $3,000 | 0.0% | NEW | — |
| 39 | $MU | MICRON TECHNOLOGY INC | $3,000 | 0.0% | -78% | 86.2 |
| 40 | $AMD | ADVANCED MICRO DEVICES INC | $3,000 | 0.0% | NEW | 79.8 |
| 41 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $2,000 | 0.0% | -100% | 54.3 |
| 42 |  $SPY | SPDR S&P 500 ETF TRUST | $1,000 | 0.0% | +60% | — |
| 43 | $NFLX | NETFLIX INC | $1,000 | 0.0% | NEW | 78.8 |
| 44 |  $XP | XP Inc. | $1,000 | 0.0% | -100% | — |
| 45 | — | GLOBAL X FDS - PUT | $1,000 | 0.0% | NEW | — |
| 46 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1,000 | 0.0% | NEW | — |
| 47 | — | PETROLEO BRASILEIRO S A - PUT | $0 | 0.0% | +0% | — |
| 48 | — | ISHARES INC - PUT | $0 | 0.0% | NEW | — |
| 49 |  $EMBJ | EMBRAER S.A. | $0 | 0.0% | NEW | — |
New Positions (16)
$NFLX NETFLIX INC$12.1M$AMD ADVANCED MICRO DEVICES INC$11.2M$V VISA INC.$9.8M$TJX TJX COMPANIES INC /DE/$8.2M$IFRX InflaRx N.V.$562,000$AMD ADVANCED MICRO DEVICES INC$3,000$NFLX NETFLIX INC$1,000$QQQ INVESCO QQQ TRUST, SERIES 1$1,000Exited Positions (15)
$BABA Alibaba Group Holding Ltd
$C CITIGROUP INC
$MDLZ Mondelez International, Inc.
$MSFT MICROSOFT CORP
$GFL GFL Environmental Inc.
$FCX FREEPORT-MCMORAN INC
$TSLA Tesla, Inc.
$GGAL GRUPO FINANCIERO GALICIA SA
$IRS IRSA INVESTMENTS & REPRESENTATIONS INC
$STNE StoneCo Ltd.$TSLA Tesla, Inc.Browse Top Institutional Investors
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