# Verde Servicos Internacionais S.A.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1629290. Source: https://holderbook.com/funds/1629290-verde-servicos-internacionais-s-a/

- Reported value: $272.9M
- Positions: 49
- Weight of the ten largest: 65.5%
- Filed: 2026-07-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $47.3M | 595,207 | 17.3% | 3 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $31.2M | 584,327 | 11.4% | 2 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $18.0M | 89,896 | 6.6% | 6 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $14.5M | 60,879 | 5.3% | 8 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $12.5M | 934,210 | 4.6% | 4 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $12.1M | 168,998 | 4.4% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $11.2M | 19,310 | 4.1% | 1 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $11.0M | 330,094 | 4.0% | 8 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $10.6M | 22,185 | 3.9% | 3 |
| FTAI AVIATION LTD | [FTAI](https://holderbook.com/stocks/FTAI/) | $10.4M | 38,532 | 3.8% | 4 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $9.8M | 28,700 | 3.6% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $9.6M | 8,000 | 3.5% | 2 |
| COCA-COLA EUROPACIFIC PARTNE | [CCEP](https://holderbook.com/stocks/CCEP/) | $9.4M | 94,380 | 3.5% | 2 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $9.1M | 41,881 | 3.3% | 2 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $8.9M | 22,386 | 3.3% | 6 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $8.2M | 53,800 | 3.0% | 1 |
| VALE S A | [VALE](https://holderbook.com/stocks/VALE/) | $5.6M | 372,700 | 2.1% | 8 |
| DOMINOS PIZZA INC | [DPZ](https://holderbook.com/stocks/DPZ/) | $4.8M | 16,363 | 1.8% | 5 |
| AGI INC | [AGBK](https://holderbook.com/stocks/AGBK/) | $4.7M | 660,236 | 1.7% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $4.3M | 3,700 | 1.6% | 1 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $3.5M | 6,700 | 1.3% | 2 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $2.7M | 13,500 | 1.0% | 4 |
| LATAM AIRLINES GROUP SA | [LTM](https://holderbook.com/stocks/LTM/) | $2.3M | 40,000 | 0.9% | 2 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.7M | 3,000 | 0.6% | 2 |
| AUNA S A | [AUNA](https://holderbook.com/stocks/AUNA/) | $1.6M | 308,208 | 0.6% | 10 |
| FLOOR & DECOR HLDGS INC | [FND](https://holderbook.com/stocks/FND/) | $1.5M | 26,000 | 0.6% | 4 |
| AURA MINERALS INC | [AUGO](https://holderbook.com/stocks/AUGO/) | $1.3M | 20,000 | 0.5% | 2 |
| THE CENTRAL AND EASTERN EU I | [CEE](https://holderbook.com/stocks/CEE/) | $1.2M | 57,000 | 0.4% | 1 |
| TELECOM ARGENTINA S A | [TEO](https://holderbook.com/stocks/TEO/) | $663.0K | 51,000 | 0.2% | 2 |
| VISTA ENERGY S.A.B. DE C.V. | [VIST](https://holderbook.com/stocks/VIST/) | $638.0K | 10,000 | 0.2% | 2 |
| TEUCRIUM COMMODITY TR | [CANE](https://holderbook.com/stocks/CANE/) | $636.0K | 65,000 | 0.2% | 1 |
| ISHARES INC | [EWY](https://holderbook.com/stocks/EWY/) | $606.0K | 3,000 | 0.2% | 1 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $566.0K | 7,500 | 0.2% | 1 |
| INFLARX NV | [IFRX](https://holderbook.com/stocks/IFRX/) | $562.0K | 251,000 | 0.2% | 1 |
| ISHARES INC | [TUR](https://holderbook.com/stocks/TUR/) | $288.0K | 78,830 | 0.1% | 4 |
| UNITED STS OIL FD LP | [USO](https://holderbook.com/stocks/USO/) | $28.0K | 2,000 | 0.0% | 2 |
| PETROLEO BRASILEIRO S A | [PBR](https://holderbook.com/stocks/PBR/) | $11.0K | 9,706 | 0.0% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $3.0K | 88 | 0.0% | 1 |
| ISHARES INC | [TUR](https://holderbook.com/stocks/TUR/) | $3.0K | 200 | 0.0% | 1 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $3.0K | 44 | 0.0% | 1 |
| PETROLEO BRASILEIRO S A | [PBR](https://holderbook.com/stocks/PBR/) | $2.0K | 100 | 0.0% | 2 |
| GLOBAL X FDS | [PFFD](https://holderbook.com/stocks/PFFD/) | $1.0K | 500 | 0.0% | 1 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.0K | 200 | 0.0% | 1 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.0K | 608 | 0.0% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.0K | 240 | 0.0% | 1 |
| XP INC | [XP](https://holderbook.com/stocks/XP/) | $1.0K | 429 | 0.0% | 1 |
| EMBRAER S.A. | [EMBJ](https://holderbook.com/stocks/EMBJ/) | $0 | 259 | 0.0% | 1 |
| ISHARES INC | [TUR](https://holderbook.com/stocks/TUR/) | $0 | 0 | 0.0% | 1 |
| PETROLEO BRASILEIRO S A | [PBR](https://holderbook.com/stocks/PBR/) | $0 | 2,400 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | -3.2% | +14.8% | -18.0% | 100% |
| Q1 2026 | -7.3% | -4.6% | -2.7% | 100% |
| Q4 2025 | -7.9% | +2.4% | -10.2% | 100% |
| Q3 2025 | +3.6% | +7.8% | -4.2% | 100% |
| Q2 2025 | +16.7% | +10.5% | +6.3% | 100% |
| Q1 2025 | -5.1% | -4.6% | -0.5% | 100% |
| Q4 2024 | +1.1% | +2.1% | -1.1% | 100% |
| Q3 2024 | +7.4% | +5.4% | +2.0% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $272.9M | 49 |
| Q1 2026 | $326.4M | 44 |
| Q4 2025 | $311.8M | 28 |
| Q3 2025 | $350.7M | 44 |
| Q2 2025 | $228.2M | 36 |
| Q1 2025 | $175.1M | 31 |
| Q4 2024 | $232.3M | 36 |
| Q3 2024 | $215.4M | 32 |
| Q2 2024 | $216.7M | 27 |
| Q1 2024 | $268.6M | 29 |
| Q4 2023 | $250.2M | 27 |
| Q3 2023 | $256.9M | 28 |