Verde Servicos Internacionais S.A. In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 29, 2024), Verde Servicos Internacionais S.A. reported 28 stock positions worth $263.6 million . Its top holding was MercadoLibre (MELI) at 16.5% of the portfolio, followed by XP Class A (XP, 11.1% ) and JPMorgan Chase (JPM, 6.9% ). Compared with Q4 2023, it opened 13 new positions, sold out of 17, added to 4 and reduced 11. The biggest buy was MercadoLibre (MELI, shares +4741% ) and the biggest sale an exit from Johnson Controls Internation (JCI).
Location SAO PAULO, D5
CIK 0001629290
Portfolio Value $263.6M (Q1 2024) Holdings 28 stocks · $263.6M 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 Q4 2023 MELI MercadoLibre Inc. 28,850 $43.6M Add +4740.6% XP XP Inc. Class A 1,137,423 $29.2M Reduce -7.7% JPM JPMorgan Chase & Co. 91,311 $18.3M Reduce -19.3% AMZN Amazon.com Inc. 94,194 $17.0M New MSFT Microsoft Corp. 39,616 $16.7M Reduce -33.1% META Meta Platforms Inc. Class A 34,155 $16.6M Reduce -60.1% NVDA Nvidia Corp. 18,040 $16.3M Reduce -23.4% TMO Thermo Fisher Scientific Inc. 26,506 $15.4M Reduce -12.8% HWM Howmet Aerospace Inc. 187,779 $12.8M Add +7.6% GOOG Alphabet Inc. Class C 81,972 $12.5M Reduce -7.8% CCEP Coca-Cola Europacific Partne 135,698 $9.5M Reduce -19.7% TDG Transdigm Group Inc. 6,921 $8.5M New UNP Union Pacific Corp. 32,248 $7.9M New GFL GFL Environmental Inc.-Sub VT 224,915 $7.8M Reduce -40.3% DELL Dell Technologies -C 47,995 $5.5M New AAPL Apple Inc. 31,380 $5.4M New ZTS Zoetis Inc. 23,300 $3.9M Add +1.6% AUNA Auna SA Class A 325,000 $3.5M New XLE SS Energy Select Sector 34,400 $3.2M New TMUS T-Mobile US Inc. 17,850 $2.9M Reduce -77.2% SOXX iShares Semiconductor ETF 6,730 $1.5M New ABNB Airbnb Inc. Class A 8,920 $1.5M New VALE Vale SA-SP ADR 91,462 $1.1M New USO United States Oil Fund LP 12,000 $945K New STNE Stoneco Ltd. Class A 53,500 $889K Add +231.7% SGML Sigma Lithium Corp. 38,509 $499K Reduce -86.6% PAGS Pagseguro Digital Ltd. Class A 24,548 $351K New SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE 6,000 $295K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $5.0M (not counted above) Total filed on the 13F, all lines: $268.6M.
Portfolio Sells Q4 2023 → Q1 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 Q4 2023 % Of Portfolio Change To Portfolio ▲ JCI Johnson Controls Internation Sold out 0.00% −6.13 META Meta Platforms Inc. Class A Reduce -60.1% 6.29% −5.82 BAC Bank of America Corp. Sold out 0.00% −4.13 TMUS T-Mobile US Inc. Reduce -77.2% 1.11% −3.91 ECH iShares MSCI Chile ETF Sold out 0.00% −3.90 SGML Sigma Lithium Corp. Reduce -86.6% 0.19% −3.42 MSFT Microsoft Corp. Reduce -33.1% 6.32% −2.58 GFL GFL Environmental Inc.-Sub VT Reduce -40.3% 2.94% −2.25 XP XP Inc. Class A Reduce -7.7% 11.07% −1.76 HYG Ishr Ibx Usd Hiyld CB ETF-Ui Sold out 0.00% −1.43 RSP Invesco S&P 500 Equal Weight Sold out 0.00% −1.08 CCEP Coca-Cola Europacific Partne Reduce -19.7% 3.60% −0.91 JPM JPMorgan Chase & Co. Reduce -19.3% 6.94% −0.75 EWZ iShares MSCI Brazil ETF Sold out 0.00% −0.65 TMO Thermo Fisher Scientific Inc. Reduce -12.8% 5.84% −0.60 NU Nu Holdings Ltd./Cayman Isl-A Sold out 0.00% −0.35 GOOG Alphabet Inc. Class C Reduce -7.8% 4.74% −0.27 EXTOY Almacenes Exito SA-ADR Sold out 0.00% −0.19 ZENVF Zenvia Inc. Class A Sold out 0.00% −0.09 SIGMA LITHIUM CORPORATION Sold out 0.00% −0.00 WEWKQ Wework Inc. Class A Sold out 0.00% −0.00 ISHARES INC Sold out 0.00% −0.00 DBX ETF TR Sold out 0.00% 0.00 ISHARES INC Sold out 0.00% 0.00 ISHARES TR Sold out 0.00% 0.00 ISHARES INC Sold out 0.00% 0.00 SIGMA LITHIUM CORPORATION Sold out 0.00% 0.00 NVDA Nvidia Corp. Reduce -23.4% 6.18% +1.52
Portfolio Buys Q4 2023 → Q1 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 Q4 2023 % Of Portfolio Change To Portfolio ▼ MELI MercadoLibre Inc. Add +4740.6% 16.55% +16.17 AMZN Amazon.com Inc. New 6.45% +6.45 TDG Transdigm Group Inc. New 3.23% +3.23 UNP Union Pacific Corp. New 3.01% +3.01 DELL Dell Technologies -C New 2.08% +2.08 AAPL Apple Inc. New 2.04% +2.04 AUNA Auna SA Class A New 1.31% +1.31 XLE SS Energy Select Sector New 1.23% +1.23 HWM Howmet Aerospace Inc. Add +7.6% 4.88% +1.10 SOXX iShares Semiconductor ETF New 0.58% +0.58 ABNB Airbnb Inc. Class A New 0.56% +0.56 VALE Vale SA-SP ADR New 0.42% +0.42 USO United States Oil Fund LP New 0.36% +0.36 STNE Stoneco Ltd. Class A Add +231.7% 0.34% +0.22 PAGS Pagseguro Digital Ltd. Class A New 0.13% +0.13 SQM Quimica Y Minera Chil-SP ADR New 0.11% +0.11 ZTS Zoetis Inc. Add +1.6% 1.50% −0.31
Notes & Other Activity Q4 2023 → Q1 2024 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