Verde Servicos Internacionais S.A.

hedge fundUpdated 43 days ago

Managed by Verde Servicos Internacionais S.A. • Latest filing Q2 2026

Portfolio value

$272.9M

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

-4.3%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$315M
Q2 2023	$401M
Q3 2023	$256.9M
Q4 2023	$250.2M
Q1 2024	$268.6M
Q2 2024	$216.7M
Q3 2024	$215.4M
Q4 2024	$232.3M
Q1 2025	$175.1M
Q2 2025	$228.2M
Q3 2025	$350.7M
Q4 2025	$311.8M
Q1 2026	$326.4M
Q2 2026	$272.9M

Top holdings

49 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	G GLD WORLD GOLD TR	$47.3M	595.2K	17.32%	Unchanged
2	S SLV ISHARES SILVER TR	$31.2M	584.3K	11.45%	Added(+28.8%)
3	N NVDA NVIDIA CORPORATION	$18M	89.9K	6.59%	Trimmed(-20.9%)
4	A AMZN AMAZON COM INC	$14.5M	60.9K	5.32%	Trimmed(-21.0%)
5	N NU NU HLDGS LTD	$12.5M	934.2K	4.57%	Added(+4.0%)
6	N NFLX NETFLIX INC.	$12.1M	169.0K	4.42%	—
7	A AMD ADVANCED MICRO DEVICES INC	$11.2M	19.3K	4.11%	—
8	I IBIT ISHARES BITCOIN TRUST ETF	$11M	330.1K	4.03%	Trimmed(-49.7%)
9	T TSMWF TAIWAN SEMICONDUCTOR MANUFAC	$10.6M	22.2K	3.88%	Trimmed(-44.1%)
10	F FTAIM FTAI AVIATION LTD	$10.4M	38.5K	3.82%	Trimmed(-30.8%)
11	V V VISA INC	$9.8M	28.7K	3.61%	—
12	L LLY ELI LILLY & CO	$9.6M	8.0K	3.52%	Added(+300.0%)
13	C CCEP COCA-COLA EUROPACIFIC PARTNE	$9.4M	94.4K	3.46%	Trimmed(-34.9%)
14	B BA-PA BOEING CO	$9.1M	41.9K	3.32%	Trimmed(-8.3%)
15	I ISRG INTUITIVE SURGICAL INC	$8.9M	22.4K	3.26%	Added(+17.9%)
16	T TJX TJX COS INC NEW	$8.2M	53.8K	2.99%	—
17	V VALE VALE S A	$5.6M	372.7K	2.05%	Added(+49.3%)
18	D DPZ DOMINOS PIZZA INC	$4.8M	16.4K	1.77%	Trimmed(-33.7%)
19	A AGBK AGI INC	$4.7M	660.2K	1.71%	Trimmed(-15.9%)
20	M MU MICRON TECHNOLOGY INC	$4.3M	3.7K	1.56%	—

G

WORLD GOLD TR

Unchanged

Value

$47.3M

Shares

595.2K

% Port

17.32%

S

ISHARES SILVER TR

+28.8%

Value

$31.2M

Shares

584.3K

% Port

11.45%

N

NVIDIA CORPORATION

-20.9%

Value

$18M

Shares

89.9K

% Port

6.59%

A

AMAZON COM INC

-21.0%

Value

$14.5M

Shares

60.9K

% Port

5.32%

N

5.NU

NU HLDGS LTD

+4.0%

Value

$12.5M

Shares

934.2K

% Port

4.57%

N

NETFLIX INC.

Value

$12.1M

Shares

169.0K

% Port

4.42%

A

ADVANCED MICRO DEVICES INC

Value

$11.2M

Shares

19.3K

% Port

4.11%

I

ISHARES BITCOIN TRUST ETF

-49.7%

Value

$11M

Shares

330.1K

% Port

4.03%

T

TAIWAN SEMICONDUCTOR MANUFAC

-44.1%

Value

$10.6M

Shares

22.2K

% Port

3.88%

F

FTAI AVIATION LTD

-30.8%

Value

$10.4M

Shares

38.5K

% Port

3.82%

V

11.V

VISA INC

Value

$9.8M

Shares

28.7K

% Port

3.61%

L

12.LLY

ELI LILLY & CO

+300.0%

Value

$9.6M

Shares

8.0K

% Port

3.52%

C

COCA-COLA EUROPACIFIC PARTNE

-34.9%

Value

$9.4M

Shares

94.4K

% Port

3.46%

B

BOEING CO

-8.3%

Value

$9.1M

Shares

41.9K

% Port

3.32%

I

INTUITIVE SURGICAL INC

+17.9%

Value

$8.9M

Shares

22.4K

% Port

3.26%

T

16.TJX

TJX COS INC NEW

Value

$8.2M

Shares

53.8K

% Port

2.99%

V

VALE S A

+49.3%

Value

$5.6M

Shares

372.7K

% Port

2.05%

D

18.DPZ

DOMINOS PIZZA INC

-33.7%

Value

$4.8M

Shares

16.4K

% Port

1.77%

A

AGI INC

-15.9%

Value

$4.7M

Shares

660.2K

% Port

1.71%

M

20.MU

MICRON TECHNOLOGY INC

Value

$4.3M

Shares

3.7K

% Port

1.56%

View full portfolio (49 holdings) →

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