Investidor Profissional Gestao de Recursos Ltda. In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Investidor Profissional Gestao de Recursos Ltda. reported 18 stock positions worth $113.8 million . Its top holding was Meta Platforms Class A (META) at 15.2% of the portfolio, followed by Airbnb Class A (ABNB, 14.2% ) and Visa Class A (V, 12.0% ). Compared with Q1 2024, it opened 5 new positions, sold out of 3, added to 5 and reduced 7. The biggest buy was Meta Platforms Class A (META, shares +124% ) and the biggest sale Alphabet Class A (GOOGL, shares −53% ).
Location RIO DE JANEIRO, D5
CIK 0001953154
Portfolio Value $113.8M (Q2 2024) Holdings 18 stocks · $113.8M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 META Meta Platforms Inc. Class A 34,255 $17.3M Add +124.3% ABNB Airbnb Inc. Class A 106,747 $16.2M Reduce -23.7% V Visa Inc. Class A 51,898 $13.6M Reduce -8.4% GOOGL Alphabet Inc. Class A 68,305 $12.4M Reduce -52.6% MA Mastercard Inc. Class A 24,146 $10.7M Add +6.9% TDG Transdigm Group Inc. 6,626 $8.5M Reduce -36.2% NFLX Netflix Inc. 9,584 $6.5M Add +2.4% BRK.B Berkshire Hathaway Inc. Class B 13,093 $5.3M Add +18.4% BRK.A Berkshire Hathaway Inc. Class A 8 $4.9M No change PPLI People Inc. filed as IAC INC 90,453 $4.2M Reduce -9.1% TMO Thermo Fisher Scientific Inc. 6,304 $3.5M Reduce -54.8% GLOB Globant SA 18,870 $3.4M New MSCI MSCI Inc. 5,142 $2.5M New ITUB Itau Unibanco H-Spon PRF ADR 386,007 $2.3M Add +16.6% DHR Danaher Corp. 4,013 $1.0M Reduce -81.8% ULTA Ulta Beauty Inc. 1,592 $614K New AAPL Apple Inc. 2,565 $540K New SUZ Suzano SA - Spon ADR 43,950 $451K New
Options reported separately and not counted above: SPY puts ($75.0M), QQQ puts ($34.1M), GOOGL calls ($2.2M), DLR puts ($1.0M), NFLX calls ($877K), ABNB calls ($758K), SNAP puts ($639K).
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ GOOGL Alphabet Inc. Class A Reduce -52.6% 10.94% −5.15 DHR Danaher Corp. Reduce -81.8% 0.88% −3.18 TMO Thermo Fisher Scientific Inc. Reduce -54.8% 3.06% −2.93 ABNB Airbnb Inc. Class A Reduce -23.7% 14.23% −2.85 CPAY Corpay Inc. Sold out 0.00% −2.78 TDG Transdigm Group Inc. Reduce -36.2% 7.44% −2.02 XP XP Inc. Class A Sold out 0.00% −1.87 VRSN Verisign Inc. Sold out 0.00% −0.41 PPLI People Inc. Reduce -9.1% 3.73% −0.20 V Visa Inc. Class A Reduce -8.4% 11.97% +0.28
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ META Meta Platforms Inc. Class A Add +124.3% 15.18% +9.70 GLOB Globant SA New 2.96% +2.96 MSCI MSCI Inc. New 2.18% +2.18 NFLX Netflix Inc. Add +2.4% 5.69% +1.48 MA Mastercard Inc. Class A Add +6.9% 9.36% +1.32 BRK.B Berkshire Hathaway Inc. Class B Add +18.4% 4.68% +1.24 ULTA Ulta Beauty Inc. New 0.54% +0.54 AAPL Apple Inc. New 0.47% +0.47 SUZ Suzano SA - Spon ADR New 0.40% +0.40 ITUB Itau Unibanco H-Spon PRF ADR Add +16.6% 1.98% +0.29
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Reduce -4.7% 137,900 $75.0M QQQ Invesco QQQ Trust Series 1 put Reduce -48.6% 71,100 $34.1M ARKK ARK Innovation ETF put Sold out 144,800 $7.3Mbefore exit GOOGL Alphabet Inc. Class A call Reduce -85.3% 12,000 $2.2M DLR Digital Realty Trust Inc. put New 6,800 $1.0M ABNB Airbnb Inc. Class A call New 5,000 $758K META Meta Platforms Inc. Class A call Sold out 1,500 $728Kbefore exit SNAP Snap Inc. Class A put New 38,500 $639K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 18 $167.5M MA, TSM, V, BKNG, SPGI Q1 2026 20 $155.6M MA, META, BKNG, MSFT, V Q4 2025 15 $134.0M BKNG, MA, TDG, TSM, MSFT Q3 2025 16 $127.7M BKNG, TDG, MA, MSFT, V Q2 2025 22 $148.7M MSFT, GOOGL, BKNG, MA, TDG Q1 2025 20 $103.5M MSFT, TDG, META, V, MA Q4 2024 19 $81.4M META, TDG, V, AMZN, GOOGL Q3 2024 19 $111.3M META, TDG, V, MA, AMZN Q2 2024 18 $113.8M META, ABNB, V, GOOGL, MA Q1 2024 16 $135.2M ABNB, GOOGL, V, TDG, MA