Verde Servicos Internacionais S.A.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 7, 2024), Verde Servicos Internacionais S.A. reported 33 stock positions worth $215.4 million. Its top holding was Amazon.com (AMZN) at 9.8% of the portfolio, followed by Nvidia (NVDA, 8.5%) and Meta Platforms Class A (META, 7.9%). Compared with Q2 2024, it opened 16 new positions, sold out of 10, added to 8 and reduced 8. The biggest buy was a new position in Amazon.com (AMZN) and the biggest sale MercadoLibre (MELI, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- SAO PAULO, D5
- CIK
- 0001629290
- Portfolio Value
- $215.4M (Q3 2024)
- SEC Filing
- 0001629290-24-000012 ↗ filed Oct 7, 2024
Holdings Value
Holdings 33 stocks · $215.4M
| AMZN Amazon.com Inc. | 9.80% | 113,348 | $21.1M | New |
| NVDA Nvidia Corp. | 8.51% | 150,887 | $18.3M | Add +79.8% |
| META Meta Platforms Inc. Class A | 7.91% | 29,754 | $17.0M | New |
| MSFT Microsoft Corp. | 7.52% | 37,669 | $16.2M | Reduce -22.4% |
| TDG Transdigm Group Inc. | 5.37% | 8,108 | $11.6M | Add +43.1% |
| NOW ServiceNow Inc. | 5.28% | 12,709 | $11.4M | Add +72.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 5.05% | 274,200 | $10.9M | New |
| TSM Taiwan Semiconductor-SP ADR | 5.04% | 62,534 | $10.9M | New |
| TMO Thermo Fisher Scientific Inc. | 4.95% | 17,235 | $10.7M | Reduce -5.8% |
| CSX CSX Corp. | 4.94% | 307,993 | $10.6M | New |
| HWM Howmet Aerospace Inc. | 4.71% | 101,281 | $10.2M | Reduce -13.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.19% | 76,864 | $9.0M | Reduce -10.9% |
| ZTS Zoetis Inc. | 3.52% | 38,847 | $7.6M | Reduce -8.0% |
| VALE Vale SA-SP ADR | 2.99% | 550,676 | $6.4M | New |
| VRT Vertiv Holdings Co. Class A | 2.58% | 55,963 | $5.6M | Reduce -43.5% |
| NKE Nike Inc. Class B | 2.57% | 62,701 | $5.5M | Add +34.0% |
| FCX Freeport-McMoran Inc. | 2.56% | 110,483 | $5.5M | New |
| PGR Progressive Corp. | 2.47% | 20,953 | $5.3M | New |
| KBWB Invesco KBW Bank ETF | 2.36% | 86,900 | $5.1M | New |
| MELI MercadoLibre Inc. | 1.24% | 1,303 | $2.7M | Reduce -91.1% |
| AUNA Auna SA Class A | 1.04% | 325,000 | $2.2M | No change |
| CYTK Cytokinetics Inc. | 0.89% | 36,250 | $1.9M | New |
| XP XP Inc. Class A | 0.82% | 98,990 | $1.8M | Add +394.9% |
| UNP Union Pacific Corp. | 0.81% | 7,070 | $1.7M | Reduce -85.6% |
| SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI | 0.73% | 94,888 | $1.6M | New |
| BABA Alibaba Group Holding-SP ADR | 0.69% | 14,000 | $1.5M | New |
| ARCO Arcos Dorados Holdings Inc. Class A | 0.58% | 142,100 | $1.2M | Add +84.5% |
| VIST Vista Energy Sab DE CV | 0.46% | 22,500 | $994K | New |
| STNE Stoneco Ltd. Class A | 0.21% | 39,372 | $443K | Add +19.3% |
| IBIT iShares Bitcoin Trust ETF | 0.20% | 12,000 | $434K | New |
| ISHARES INC | 0.01% | 42,342 | $18K | Add +48.6% |
| NU HLDGS LTD | 0.00% | 5,300 | $3K | New |
| STONECO LTD | 0.00% | 500 | $0 | New |
Portfolio Sells Q2 2024 → Q3 2024
| MELI MercadoLibre Inc. | Reduce -91.1% | 1.24% | −10.13 |
| AAPL Apple Inc. | Sold out | 0.00% | −9.87 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −7.80 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −7.53 |
| UNP Union Pacific Corp. | Reduce -85.6% | 0.81% | −4.43 |
| CCEP Coca-Cola Europacific Partne | Sold out | 0.00% | −4.18 |
| MSFT Microsoft Corp. | Reduce -22.4% | 7.52% | −2.72 |
| DG Dollar General Corp. | Sold out | 0.00% | −2.47 |
| GFL GFL Environmental Inc.-Sub VT | Sold out | 0.00% | −1.75 |
| TEVA Teva Pharmaceutical-SP ADR | Sold out | 0.00% | −1.66 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −1.51 |
| VRT Vertiv Holdings Co. Class A | Reduce -43.5% | 2.58% | −1.47 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.64 |
| TJX TJX Companies Inc. | Reduce -10.9% | 4.19% | −0.29 |
| UNITED STS OIL FD LP | Sold out | 0.00% | 0.00 |
| ZTS Zoetis Inc. | Reduce -8.0% | 3.52% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.8% | 4.95% | +0.17 |
| HWM Howmet Aerospace Inc. | Reduce -13.2% | 4.71% | +0.43 |
Portfolio Buys Q2 2024 → Q3 2024
| AMZN Amazon.com Inc. | New | 9.80% | +9.80 |
| META Meta Platforms Inc. Class A | New | 7.91% | +7.91 |
| BAC Bank of America Corp. | New | 5.05% | +5.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 5.04% | +5.04 |
| CSX CSX Corp. | New | 4.94% | +4.94 |
| NVDA Nvidia Corp. | Add +79.8% | 8.51% | +3.60 |
| VALE Vale SA-SP ADR | New | 2.99% | +2.99 |
| FCX Freeport-McMoran Inc. | New | 2.56% | +2.56 |
| NOW ServiceNow Inc. | Add +72.9% | 5.28% | +2.54 |
| PGR Progressive Corp. | New | 2.47% | +2.47 |
| KBWB Invesco KBW Bank ETF | New | 2.36% | +2.36 |
| TDG Transdigm Group Inc. | Add +43.1% | 5.37% | +1.95 |
| NKE Nike Inc. Class B | Add +34.0% | 2.57% | +0.91 |
| CYTK Cytokinetics Inc. | New | 0.89% | +0.89 |
| SBS Cia Saneamento Basico DE-ADR | New | 0.73% | +0.73 |
| BABA Alibaba Group Holding-SP ADR | New | 0.69% | +0.69 |
| XP XP Inc. Class A | Add +394.9% | 0.82% | +0.66 |
| VIST Vista Energy Sab DE CV | New | 0.46% | +0.46 |
| ARCO Arcos Dorados Holdings Inc. Class A | Add +84.5% | 0.58% | +0.25 |
| IBIT iShares Bitcoin Trust ETF | New | 0.20% | +0.20 |
| STNE Stoneco Ltd. Class A | Add +19.3% | 0.21% | +0.02 |
| NU HLDGS LTD | New | 0.00% | +0.00 |
| STONECO LTD | New | 0.00% | 0.00 |
| ISHARES INC | Add +48.6% | 0.01% | −0.02 |
Notes & Other Activity Q2 2024 → Q3 2024
| SOUTHERN CO (SO 3.875 12/15/25) | NOTE 3.875%12/1 · principal | Sold out | 5,000,000 | $5.1Mbefore exit |
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 |