Investidor Profissional Gestao de Recursos Ltda. In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), Investidor Profissional Gestao de Recursos Ltda. reported 19 stock positions worth $111.3 million . Its top holding was Meta Platforms Class A (META) at 14.6% of the portfolio, followed by Transdigm (TDG, 12.4% ) and Visa Class A (V, 11.9% ). Compared with Q2 2024, it opened 3 new positions, sold out of 2, added to 2 and reduced 14. The biggest buy was a new position in Amazon.com (AMZN) and the biggest sale Airbnb Class A (ABNB, shares −33% ).
Location RIO DE JANEIRO, D5
CIK 0001953154
Portfolio Value $111.3M (Q3 2024) Holdings 19 stocks · $111.3M 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 Q2 2024 META Meta Platforms Inc. Class A 28,462 $16.3M Reduce -16.9% TDG Transdigm Group Inc. 9,686 $13.8M Add +46.2% V Visa Inc. Class A 48,207 $13.3M Reduce -7.1% MA Mastercard Inc. Class A 21,699 $10.7M Reduce -10.1% AMZN Amazon.com Inc. 50,191 $9.4M New ABNB Airbnb Inc. Class A 71,271 $9.0M Reduce -33.2% GLOB Globant SA 39,595 $7.8M Add +109.8% GOOGL Alphabet Inc. Class A 42,647 $7.1M Reduce -37.6% NFLX Netflix Inc. 8,337 $5.9M Reduce -13.0% MSFT Microsoft Corp. 9,657 $4.2M New PPLI People Inc. filed as IAC INC 72,300 $3.9M Reduce -20.1% MSCI MSCI Inc. 4,788 $2.8M Reduce -6.9% BRK.A Berkshire Hathaway Inc. Class A 3 $2.1M Reduce -62.5% ITUB Itau Unibanco H-Spon PRF ADR 189,678 $1.3M Reduce -50.9% OXY Occidental Petroleum Corp. 19,623 $1.0M New BRK.B Berkshire Hathaway Inc. Class B 2,094 $964K Reduce -84.0% DHR Danaher Corp. 2,814 $782K Reduce -29.9% TMO Thermo Fisher Scientific Inc. 1,164 $720K Reduce -81.5% ULTA Ulta Beauty Inc. 977 $380K Reduce -38.6%
Options reported separately and not counted above: SPY puts ($57.0M), QQQ puts ($41.4M), GOOGL calls ($1.7M), ABNB calls ($850K), NFLX calls ($426K), AMZN calls ($279K).
Portfolio Sells Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▲ ABNB Airbnb Inc. Class A Reduce -33.2% 8.12% −6.11 GOOGL Alphabet Inc. Class A Reduce -37.6% 6.35% −4.58 BRK.B Berkshire Hathaway Inc. Class B Reduce -84.0% 0.87% −3.82 BRK.A Berkshire Hathaway Inc. Class A Reduce -62.5% 1.86% −2.44 TMO Thermo Fisher Scientific Inc. Reduce -81.5% 0.65% −2.42 ITUB Itau Unibanco H-Spon PRF ADR Reduce -50.9% 1.13% −0.85 META Meta Platforms Inc. Class A Reduce -16.9% 14.63% −0.55 AAPL Apple Inc. Sold out 0.00% −0.47 SUZ Suzano SA - Spon ADR Sold out 0.00% −0.40 NFLX Netflix Inc. Reduce -13.0% 5.31% −0.37 PPLI People Inc. Reduce -20.1% 3.50% −0.23 ULTA Ulta Beauty Inc. Reduce -38.6% 0.34% −0.20 DHR Danaher Corp. Reduce -29.9% 0.70% −0.18 V Visa Inc. Class A Reduce -7.1% 11.90% −0.07 MA Mastercard Inc. Class A Reduce -10.1% 9.62% +0.26 MSCI MSCI Inc. Reduce -6.9% 2.51% +0.33
Portfolio Buys Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▼ AMZN Amazon.com Inc. New 8.40% +8.40 TDG Transdigm Group Inc. Add +46.2% 12.42% +4.97 GLOB Globant SA Add +109.8% 7.05% +4.09 MSFT Microsoft Corp. New 3.73% +3.73 OXY Occidental Petroleum Corp. New 0.91% +0.91
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Reduce -28.0% 99,300 $57.0M QQQ Invesco QQQ Trust Series 1 put Add +19.4% 84,900 $41.4M GOOGL Alphabet Inc. Class A call Reduce -16.7% 10,000 $1.7M DLR Digital Realty Trust Inc. put Sold out 6,800 $1.0Mbefore exit ABNB Airbnb Inc. Class A call Add +34.0% 6,700 $850K SNAP Snap Inc. Class A put Sold out 38,500 $639Kbefore exit NFLX Netflix Inc. call Reduce -53.9% 600 $426K AMZN Amazon.com Inc. call New 1,500 $279K
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