Verde Servicos Internacionais S.A. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Verde Servicos Internacionais S.A. disclosed 46 US equity positions worth $272.9m in its Q2 2026 13F filing. The largest position was GLDM at 17.3% of the reported book, followed by SLV and NVDA. Against the Q1 2026 filing, it opened 18 new positions, added to 9 and reduced 13 among the top 46 holdings.
What did Verde Servicos Internacionais S.A. own in Q2 2026? Top 46 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | GLDM WORLD GOLD TR | 17.3% | $47.3m | 595,207 | 0% | held | |
| 2 | SLV ISHARES SILVER TR | 11.4% | $31.2m | 584,327 | 29% | added | |
| 3 | NVDA NVIDIA CORPORATION | Technology | 6.6% | $18.0m | 89,896 | -21% | reduced |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 5.3% | $14.5m | 60,879 | -21% | reduced |
| 5 | NU NU HLDGS LTD | Financial Services | 4.6% | $12.5m | 934,210 | 4% | added |
| 6 | NFLX NETFLIX INC. | Communication Services | 4.4% | $12.1m | 168,998 | – | new |
| 7 | AMD ADVANCED MICRO DEVICES INC | Technology | 4.1% | $11.2m | 19,310 | – | new |
| 8 | IBIT ISHARES BITCOIN TRUST ETF | 4.0% | $11.0m | 330,094 | -50% | reduced | |
| 9 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 3.9% | $10.6m | 22,185 | -44% | reduced |
| 10 | FTAI AVIATION LTD | 3.8% | $10.4m | 38,532 | -31% | reduced | |
| 11 | V VISA INC | Financial Services | 3.6% | $9.8m | 28,700 | – | new |
| 12 | LLY ELI LILLY & CO | Healthcare | 3.5% | $9.6m | 8,000 | 300% | added |
| 13 | COCA-COLA EUROPACIFIC PARTNE | 3.5% | $9.4m | 94,380 | -35% | reduced | |
| 14 | BA BOEING CO | Industrials | 3.3% | $9.1m | 41,881 | -8% | reduced |
| 15 | ISRG INTUITIVE SURGICAL INC | Healthcare | 3.3% | $8.9m | 22,386 | 18% | added |
| 16 | TJX TJX COS INC NEW | Consumer Cyclical | 3.0% | $8.2m | 53,800 | – | new |
| 17 | VALE VALE S A | Basic Materials | 2.1% | $5.6m | 372,700 | 49% | added |
| 18 | DPZ DOMINOS PIZZA INC | Consumer Cyclical | 1.8% | $4.8m | 16,363 | -34% | reduced |
| 19 | AGBK AGI INC | 1.7% | $4.7m | 660,236 | -16% | reduced | |
| 20 | MU MICRON TECHNOLOGY INC | Technology | 1.6% | $4.3m | 3,700 | – | new |
| 21 | APP APPLOVIN CORP | Communication Services | 1.3% | $3.5m | 6,700 | 0% | held |
| 22 | COF CAPITAL ONE FINL CORP | Financial Services | 1.0% | $2.7m | 13,500 | 0% | held |
| 23 | LTM LATAM AIRLINES GROUP SA | Industrials | 0.9% | $2.3m | 40,000 | 122% | added |
| 24 | META META PLATFORMS INC | Communication Services | 0.6% | $1.7m | 3,000 | 0% | held |
| 25 | AUNA AUNA S A | 0.6% | $1.6m | 308,208 | 0% | held | |
| 26 | FND FLOOR & DECOR HLDGS INC | Consumer Cyclical | 0.6% | $1.5m | 26,000 | 0% | held |
| 27 | AUGO AURA MINERALS INC | 0.5% | $1.3m | 20,000 | -56% | reduced | |
| 28 | THE CENTRAL AND EASTERN EU I | 0.4% | $1.2m | 57,000 | – | new | |
| 29 | TEO TELECOM ARGENTINA SA | Communication Services | 0.2% | $663.0k | 51,000 | -15% | reduced |
| 30 | VIST VISTA ENERGY S.A.B. DE C.V. | Energy | 0.2% | $638.0k | 10,000 | 25% | added |
| 31 | CANE TEUCRIUM COMMODITY TR | 0.2% | $636.0k | 65,000 | – | new | |
| 32 | EWY ISHARES INC | 0.2% | $606.0k | 3,000 | – | new | |
| 33 | GDX VANECK ETF TRUST | 0.2% | $566.0k | 7,500 | – | new | |
| 34 | INFLARX NV | 0.2% | $562.0k | 251,000 | – | new | |
| 35 | ISHARES INC | 0.1% | $288.0k | 78,830 | -25% | reduced | |
| 36 | UNITED STS OIL FD LP | 0.0% | $28.0k | 2,000 | 67% | added | |
| 37 | PETROLEO BRASILEIRO S A | 0.0% | $11.0k | 9,706 | 194% | added | |
| 38 | ISHARES INC | 0.0% | $3.0k | 200 | – | new | |
| 39 | MICRON TECHNOLOGY INC | 0.0% | $3.0k | 44 | – | new | |
| 40 | ADVANCED MICRO DEVICES INC | 0.0% | $3.0k | 88 | – | new | |
| 41 | PBR PETROLEO BRASILEIRO S A | Energy | 0.0% | $2.0k | 100 | -100% | reduced |
| 42 | INVESCO QQQ TR | 0.0% | $1.0k | 200 | – | new | |
| 43 | NETFLIX INC. | 0.0% | $1.0k | 608 | – | new | |
| 44 | XP INC | 0.0% | $1.0k | 429 | – | new | |
| 45 | GLOBAL X FDS | 0.0% | $1.0k | 500 | – | new | |
| 46 | STATE STR SPDR S&P 500 ETF T | 0.0% | $1.0k | 240 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.