Verde Servicos Internacionais S.A.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Verde Servicos Internacionais S.A. reported 27 stock positions worth $211.6 million. Its top holding was MercadoLibre (MELI) at 11.4% of the portfolio, followed by Microsoft (MSFT, 10.2%) and Apple (AAPL, 9.9%). Compared with Q1 2024, it opened 10 new positions, sold out of 11, added to 5 and reduced 10. The biggest buy was Apple (AAPL, shares +216%) and the biggest sale XP Class A (XP, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- SAO PAULO, D5
- CIK
- 0001629290
- Portfolio Value
- $211.6M (Q2 2024)
- SEC Filing
- 0001629290-24-000007 ↗ filed Aug 5, 2024
Holdings Value
Holdings 27 stocks · $211.6M
| MELI MercadoLibre Inc. | 11.38% | 14,647 | $24.1M | Reduce -49.2% |
| MSFT Microsoft Corp. | 10.25% | 48,509 | $21.7M | Add +22.4% |
| AAPL Apple Inc. | 9.87% | 99,178 | $20.9M | Add +216.1% |
| JPM JPMorgan Chase & Co. | 7.80% | 81,574 | $16.5M | Reduce -10.7% |
| GOOG Alphabet Inc. Class C | 7.53% | 86,859 | $15.9M | Add +6.0% |
| UNP Union Pacific Corp. | 5.24% | 49,037 | $11.1M | Add +52.1% |
| NVDA Nvidia Corp. | 4.90% | 83,929 | $10.4M | Reduce -53.5% |
| TMO Thermo Fisher Scientific Inc. | 4.78% | 18,298 | $10.1M | Reduce -31.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.49% | 86,255 | $9.5M | New |
| HWM Howmet Aerospace Inc. | 4.28% | 116,702 | $9.1M | Reduce -37.9% |
| CCEP Coca-Cola Europacific Partne | 4.18% | 121,474 | $8.9M | Reduce -10.5% |
| VRT Vertiv Holdings Co. Class A | 4.05% | 99,022 | $8.6M | New |
| ZTS Zoetis Inc. | 3.46% | 42,208 | $7.3M | Add +81.2% |
| TDG Transdigm Group Inc. | 3.42% | 5,664 | $7.2M | Reduce -18.2% |
| NOW ServiceNow Inc. | 2.73% | 7,350 | $5.8M | New |
| DG Dollar General Corp. | 2.47% | 39,523 | $5.2M | New |
| GFL GFL Environmental Inc.-Sub VT | 1.75% | 95,239 | $3.7M | Reduce -57.7% |
| NKE Nike Inc. Class B | 1.67% | 46,800 | $3.5M | New |
| TEVA Teva Pharmaceutical-SP ADR | 1.66% | 216,600 | $3.5M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.51% | 46,936 | $3.2M | New |
| AUNA Auna SA Class A | 1.23% | 325,000 | $2.6M | No change |
| ABNB Airbnb Inc. Class A | 0.64% | 8,920 | $1.4M | No change |
| ARCO Arcos Dorados Holdings Inc. Class A | 0.33% | 77,000 | $693K | New |
| STNE Stoneco Ltd. Class A | 0.19% | 33,000 | $396K | Reduce -38.3% |
| XP XP Inc. Class A | 0.17% | 20,000 | $352K | Reduce -98.2% |
| ISHARES INC | 0.03% | 28,500 | $59K | New |
| UNITED STS OIL FD LP | 0.00% | 230 | $0 | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $5.1M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SOUTHERN CO (SO 3.875 12/15/25) | NOTE 3.875%12/1 · principal | 5,000,000 | $5.1M | No change |
Total filed on the 13F, all lines: $216.7M.
Portfolio Sells Q1 2024 → Q2 2024
| XP XP Inc. Class A | Reduce -98.2% | 0.17% | −10.91 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −6.45 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −6.29 |
| MELI MercadoLibre Inc. | Reduce -49.2% | 11.38% | −5.17 |
| DELL Dell Technologies -C | Sold out | 0.00% | −2.08 |
| NVDA Nvidia Corp. | Reduce -53.5% | 4.90% | −1.28 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −1.23 |
| GFL GFL Environmental Inc.-Sub VT | Reduce -57.7% | 1.75% | −1.19 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −1.11 |
| TMO Thermo Fisher Scientific Inc. | Reduce -31.0% | 4.78% | −1.06 |
| HWM Howmet Aerospace Inc. | Reduce -37.9% | 4.28% | −0.59 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.58 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.42 |
| USO United States Oil Fund LP | Sold out | 0.00% | −0.36 |
| SGML Sigma Lithium Corp. | Sold out | 0.00% | −0.19 |
| STNE Stoneco Ltd. Class A | Reduce -38.3% | 0.19% | −0.15 |
| PAGS Pagseguro Digital Ltd. Class A | Sold out | 0.00% | −0.13 |
| SQM Quimica Y Minera Chil-SP ADR | Sold out | 0.00% | −0.11 |
| TDG Transdigm Group Inc. | Reduce -18.2% | 3.42% | +0.19 |
| CCEP Coca-Cola Europacific Partne | Reduce -10.5% | 4.18% | +0.58 |
| JPM JPMorgan Chase & Co. | Reduce -10.7% | 7.80% | +0.86 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +216.1% | 9.87% | +7.83 |
| TJX TJX Companies Inc. | New | 4.49% | +4.49 |
| VRT Vertiv Holdings Co. Class A | New | 4.05% | +4.05 |
| MSFT Microsoft Corp. | Add +22.4% | 10.25% | +3.92 |
| GOOG Alphabet Inc. Class C | Add +6.0% | 7.53% | +2.79 |
| NOW ServiceNow Inc. | New | 2.73% | +2.73 |
| DG Dollar General Corp. | New | 2.47% | +2.47 |
| UNP Union Pacific Corp. | Add +52.1% | 5.24% | +2.23 |
| ZTS Zoetis Inc. | Add +81.2% | 3.46% | +1.96 |
| NKE Nike Inc. Class B | New | 1.67% | +1.67 |
| TEVA Teva Pharmaceutical-SP ADR | New | 1.66% | +1.66 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 1.51% | +1.51 |
| ARCO Arcos Dorados Holdings Inc. Class A | New | 0.33% | +0.33 |
| ISHARES INC | New | 0.03% | +0.03 |
| UNITED STS OIL FD LP | New | 0.00% | 0.00 |
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 |