Verde Servicos Internacionais S.A. In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Verde Servicos Internacionais S.A. reported 48 stock positions worth $272.9 million . Its top holding was SPDR Gold Minishares Trust (GLDM) at 17.3% of the portfolio, followed by iShares Silver Trust (SLV, 11.4% ) and Nvidia (NVDA, 6.6% ). Compared with Q1 2026, it opened 18 new positions, sold out of 20, added to 9 and reduced 14. The biggest buy was a new position in Netflix (NFLX) and the biggest sale an exit from Alibaba Group Holding-SP ADR (BABA).
Location SAO PAULO, D5
CIK 0001629290
Portfolio Value $272.9M (Q2 2026) Holdings 48 stocks · $272.9M 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 2026 GLDM SPDR Gold Minishares Trust 595,207 $47.3M No change SLV iShares Silver Trust 584,327 $31.2M Add +28.8% NVDA Nvidia Corp. 89,896 $18.0M Reduce -20.9% AMZN Amazon.com Inc. 60,879 $14.5M Reduce -21.0% NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 934,210 $12.5M Add +4.0% NFLX Netflix Inc. 168,998 $12.1M New AMD Advanced Micro Devices 19,310 $11.2M New IBIT iShares Bitcoin Trust ETF 330,094 $11.0M Reduce -49.7% TSM Taiwan Semiconductor-SP ADR 22,185 $10.6M Reduce -44.1% FTAI Ftai Aviation Ltd. 38,532 $10.4M Reduce -30.8% V Visa Inc. Class A 28,700 $9.8M New LLY Eli Lilly & Co. 8,000 $9.6M Add +300.0% CCEP Coca-Cola Europacific Partne 94,380 $9.4M Reduce -34.9% BA The Boeing Co. 41,881 $9.1M Reduce -8.3% ISRG Intuitive Surgical Inc. 22,386 $8.9M Add +17.9% TJX TJX Companies Inc. filed as TJX COS INC NEW 53,800 $8.2M New VALE Vale SA-SP ADR 372,700 $5.6M Add +49.3% DPZ Domino's Pizza Inc. 16,363 $4.8M Reduce -33.7% AGBK Agi Inc. Class A 660,236 $4.7M Reduce -15.9% MU Micron Technology Inc. 3,700 $4.3M New APP AppLovin Corp. Class A 6,700 $3.5M No change COF Capital One Financial Corp. 13,500 $2.7M No change LTM Latam Airlines Group SA-ADR 40,000 $2.3M Add +122.2% META Meta Platforms Inc. Class A 3,000 $1.7M No change AUNA Auna SA Class A 308,208 $1.6M No change FND Floor & Decor Holdings Inc. Class A 26,000 $1.5M No change AUGO Aura Minerals Inc. 20,000 $1.3M Reduce -56.4% CEE Central and Eastern Europe F filed as THE CENTRAL AND EASTERN EU I 57,000 $1.2M New TEO Telecom Argentina SA-SP ADR 51,000 $663K Reduce -15.0% VIST Vista Energy Sab DE CV 10,000 $638K Add +25.0% CANE Teucrium Sugar Fund 65,000 $636K New EWY iShares MSCI South Korea ETF 3,000 $606K New GDX Vaneck Gold Miners ETF 7,500 $566K New IFRX Inflarx NV 251,000 $562K New ISHARES INC 78,830 $288K Reduce -24.8% UNITED STS OIL FD LP 2,000 $28K Add +66.7% PETROLEO BRASILEIRO S A 9,706 $11K Add +194.1% ADVANCED MICRO DEVICES INC 88 $3K New ISHARES INC 200 $3K New MICRON TECHNOLOGY INC 44 $3K Reduce -78.2% PBR Petroleo Brasileiro-Spon ADR 100 $2K Reduce -100.0% GLOBAL X FDS 500 $1K New INVESCO QQQ TR 200 $1K New NETFLIX INC. 608 $1K New STATE STR SPDR S&P 500 ETF T 240 $1K New XP INC 429 $1K New EMBRAER S.A. 259 $0 New PETROLEO BRASILEIRO S A 2,400 $0 No change
Portfolio Sells Q1 2026 → Q2 2026 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 2026 % Of Portfolio Change To Portfolio ▲ BABA Alibaba Group Holding-SP ADR Sold out 0.00% −4.05 IBIT iShares Bitcoin Trust ETF Reduce -49.7% 4.03% −3.69 C Citigroup Inc. Sold out 0.00% −2.78 MDLZ Mondelez International Inc. Class A Sold out 0.00% −2.74 MSFT Microsoft Corp. Sold out 0.00% −2.72 GFL GFL Environmental Inc.-Sub VT Sold out 0.00% −2.70 PBR Petroleo Brasileiro-Spon ADR Reduce -100.0% 0.00% −2.26 FCX Freeport-McMoran Inc. Sold out 0.00% −1.45 XP XP Inc. Class A Sold out 0.00% −0.99 DPZ Domino's Pizza Inc. Reduce -33.7% 1.77% −0.94 TSLA Tesla Inc. Sold out 0.00% −0.91 AUGO Aura Minerals Inc. Reduce -56.4% 0.46% −0.69 CCEP Coca-Cola Europacific Partne Reduce -34.9% 3.46% −0.56 KWEB Kranesh Csi China Internet Sold out 0.00% −0.44 FTAI Ftai Aviation Ltd. Reduce -30.8% 3.82% −0.36 GGAL Grupo Financiero Galicia-ADR Sold out 0.00% −0.29 TSM Taiwan Semiconductor-SP ADR Reduce -44.1% 3.88% −0.23 IRS Irsa -SP ADR Sold out 0.00% −0.20 EWZ iShares MSCI Brazil ETF Sold out 0.00% −0.18 STNE Stoneco Ltd. Class A Sold out 0.00% −0.16 ISHARES INC Reduce -24.8% 0.11% −0.14 AGBK Agi Inc. Class A Reduce -15.9% 1.71% −0.04 META PLATFORMS INC Sold out 0.00% −0.00 ISHARES TR Sold out 0.00% −0.00 TESLA INC Sold out 0.00% −0.00 KRANESHARES TRUST Sold out 0.00% 0.00 STATE STR SPDR S&P 500 ETF T Sold out 0.00% 0.00 AURA MINERALS INC Sold out 0.00% 0.00 NU HLDGS LTD Sold out 0.00% 0.00 MICRON TECHNOLOGY INC Reduce -78.2% 0.00% +0.00 TEO Telecom Argentina SA-SP ADR Reduce -15.0% 0.24% +0.03 AMZN Amazon.com Inc. Reduce -21.0% 5.32% +0.40 NVDA Nvidia Corp. Reduce -20.9% 6.59% +0.52 BA The Boeing Co. Reduce -8.3% 3.32% +0.54
Portfolio Buys Q1 2026 → Q2 2026 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 2026 % Of Portfolio Change To Portfolio ▼ NFLX Netflix Inc. New 4.42% +4.42 AMD Advanced Micro Devices New 4.11% +4.11 V Visa Inc. Class A New 3.61% +3.61 TJX TJX Companies Inc. New 2.99% +2.99 LLY Eli Lilly & Co. Add +300.0% 3.52% +2.95 SLV iShares Silver Trust Add +28.8% 11.45% +1.98 MU Micron Technology Inc. New 1.56% +1.56 VALE Vale SA-SP ADR Add +49.3% 2.05% +0.84 NU Nu Holdings Ltd./Cayman Isl-A Add +4.0% 4.57% +0.62 LTM Latam Airlines Group SA-ADR Add +122.2% 0.85% +0.58 ISRG Intuitive Surgical Inc. Add +17.9% 3.26% +0.58 CEE Central and Eastern Europe F New 0.43% +0.43 CANE Teucrium Sugar Fund New 0.23% +0.23 EWY iShares MSCI South Korea ETF New 0.22% +0.22 GDX Vaneck Gold Miners ETF New 0.21% +0.21 IFRX Inflarx NV New 0.21% +0.21 VIST Vista Energy Sab DE CV Add +25.0% 0.23% +0.05 UNITED STS OIL FD LP Add +66.7% 0.01% +0.01 ADVANCED MICRO DEVICES INC New 0.00% +0.00 ISHARES INC New 0.00% +0.00 GLOBAL X FDS New 0.00% +0.00 INVESCO QQQ TR New 0.00% +0.00 NETFLIX INC. New 0.00% +0.00 STATE STR SPDR S&P 500 ETF T New 0.00% +0.00 XP INC New 0.00% +0.00 EMBRAER S.A. New 0.00% 0.00 PETROLEO BRASILEIRO S A Add +194.1% 0.00% −0.00
Notes & Other Activity Q1 2026 → Q2 2026 Security Class Change vs Q1 2026 Shares / Principal Value ▼ ISHARES INC MSCI CHILE ETF New 0 $0
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 48 $272.9M GLDM, SLV, NVDA, AMZN, NU Q1 2026 50 $326.4M GLDM, SLV, IBIT, NVDA, AMZN Q4 2025 32 $311.8M IBIT, GLDM, NVDA, MSFT, AMZN Q3 2025 49 $350.7M IBIT, MSFT, COF, NVDA, GFL Q2 2025 40 $228.2M IBIT, MSFT, PGR, META, TMUS Q1 2025 34 $175.1M IBIT, TJX, WFC, CCEP, HWM Q4 2024 36 $232.3M MSFT, IBIT, WFC, TJX, CCEP Q3 2024 33 $215.4M AMZN, NVDA, META, MSFT, TDG Q2 2024 27 $211.6M MELI, MSFT, AAPL, JPM, GOOG Q1 2024 28 $263.6M MELI, XP, JPM, AMZN, MSFT