Verde Servicos Internacionais S.A.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Verde Servicos Internacionais S.A. reported 36 stock positions worth $232.3 million. Its top holding was Microsoft (MSFT) at 11.0% of the portfolio, followed by iShares Bitcoin Trust ETF (IBIT, 9.9%) and Wells Fargo (WFC, 9.4%). Compared with Q3 2024, it opened 19 new positions, sold out of 16, added to 9 and reduced 7. The biggest buy was iShares Bitcoin Trust ETF (IBIT, shares +3526%) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- SAO PAULO, D5
- CIK
- 0001629290
- Portfolio Value
- $232.3M (Q4 2024)
- SEC Filing
- 0001629290-25-000001 ↗ filed Jan 22, 2025
Holdings Value
Holdings 36 stocks · $232.3M
| MSFT Microsoft Corp. | 11.01% | 60,669 | $25.6M | Add +61.1% |
| IBIT iShares Bitcoin Trust ETF | 9.94% | 435,100 | $23.1M | Add +3525.8% |
| WFC Wells Fargo & Co. | 9.38% | 310,178 | $21.8M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 6.78% | 130,395 | $15.8M | Add +69.6% |
| CCEP Coca-Cola Europacific Partne | 6.08% | 183,883 | $14.1M | New |
| CSX CSX Corp. | 5.92% | 426,348 | $13.8M | Add +38.4% |
| HWM Howmet Aerospace Inc. | 5.42% | 115,195 | $12.6M | Add +13.7% |
| NOW ServiceNow Inc. | 4.99% | 10,944 | $11.6M | Reduce -13.9% |
| AMZN Amazon.com Inc. | 4.74% | 50,144 | $11.0M | Reduce -55.8% |
| TSM Taiwan Semiconductor-SP ADR | 4.62% | 54,323 | $10.7M | Reduce -13.1% |
| FTAI Ftai Aviation Ltd. | 4.21% | 67,867 | $9.8M | New |
| SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI | 4.12% | 667,196 | $9.6M | Add +603.1% |
| NKE Nike Inc. Class B | 3.84% | 117,903 | $8.9M | Add +88.0% |
| VRT Vertiv Holdings Co. Class A | 3.69% | 75,446 | $8.6M | Add +34.8% |
| TMO Thermo Fisher Scientific Inc. | 2.99% | 13,358 | $6.9M | Reduce -22.5% |
| LLY Eli Lilly & Co. | 2.49% | 7,500 | $5.8M | New |
| RSP Invesco S&P 500 Equal Weight | 2.27% | 30,100 | $5.3M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.53% | 47,000 | $3.6M | New |
| AUNA Auna SA Class A | 0.96% | 325,000 | $2.2M | No change |
| MELI MercadoLibre Inc. | 0.92% | 1,260 | $2.1M | Reduce -3.3% |
| ARGT Global X MSCI Argentina ETF | 0.66% | 18,600 | $1.5M | New |
| PBR.A Petroleo Brasil-SP Pref ADR | 0.62% | 121,900 | $1.4M | New |
| EDN Emp Distrib Y Comerc Nor-ADR filed as EMPRESA DIST Y COMERCIAL NOR | 0.40% | 21,443 | $920K | New |
| XOP SS SPDR S&P Og Exp & Prod | 0.34% | 6,000 | $794K | New |
| GGAL Grupo Financiero Galicia-ADR | 0.30% | 11,000 | $686K | New |
| PICK iShares MSCI Global Metals & | 0.24% | 16,000 | $560K | New |
| STNE Stoneco Ltd. Class A | 0.23% | 67,000 | $534K | Add +70.2% |
| VALE Vale SA-SP ADR | 0.19% | 51,000 | $452K | Reduce -90.7% |
| SHEL Shell PLC-ADR | 0.19% | 7,000 | $439K | New |
| FCX Freeport-McMoran Inc. | 0.19% | 11,500 | $438K | Reduce -89.6% |
| VTEX Vtex Class A | 0.18% | 70,000 | $412K | New |
| ECH iShares MSCI Chile ETF | 0.17% | 15,500 | $388K | New |
| NTRA Natera Inc. | 0.14% | 2,000 | $317K | New |
| PAM Pampa Energia SA-Spon ADR | 0.13% | 3,500 | $308K | New |
| CINT Ci&t Inc./United States-A | 0.07% | 25,000 | $152K | New |
| YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA | 0.06% | 3,000 | $128K | New |
Portfolio Sells Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Sold out | 0.00% | −8.51 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −7.91 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −5.37 |
| AMZN Amazon.com Inc. | Reduce -55.8% | 4.74% | −5.07 |
| BAC Bank of America Corp. | Sold out | 0.00% | −5.05 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −3.52 |
| VALE Vale SA-SP ADR | Reduce -90.7% | 0.19% | −2.79 |
| PGR Progressive Corp. | Sold out | 0.00% | −2.47 |
| FCX Freeport-McMoran Inc. | Reduce -89.6% | 0.19% | −2.37 |
| KBWB Invesco KBW Bank ETF | Sold out | 0.00% | −2.36 |
| TMO Thermo Fisher Scientific Inc. | Reduce -22.5% | 2.99% | −1.96 |
| CYTK Cytokinetics Inc. | Sold out | 0.00% | −0.89 |
| XP XP Inc. Class A | Sold out | 0.00% | −0.82 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.81 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.69 |
| ARCO Arcos Dorados Holdings Inc. Class A | Sold out | 0.00% | −0.58 |
| VIST Vista Energy Sab DE CV | Sold out | 0.00% | −0.46 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -13.1% | 4.62% | −0.42 |
| MELI MercadoLibre Inc. | Reduce -3.3% | 0.92% | −0.32 |
| NOW ServiceNow Inc. | Reduce -13.9% | 4.99% | −0.28 |
| ISHARES INC | Sold out | 0.00% | −0.01 |
| NU HLDGS LTD | Sold out | 0.00% | −0.00 |
| STONECO LTD | Sold out | 0.00% | 0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| IBIT iShares Bitcoin Trust ETF | Add +3525.8% | 9.94% | +9.74 |
| WFC Wells Fargo & Co. | New | 9.38% | +9.38 |
| CCEP Coca-Cola Europacific Partne | New | 6.08% | +6.08 |
| FTAI Ftai Aviation Ltd. | New | 4.21% | +4.21 |
| MSFT Microsoft Corp. | Add +61.1% | 11.01% | +3.49 |
| SBS Cia Saneamento Basico DE-ADR | Add +603.1% | 4.12% | +3.39 |
| TJX TJX Companies Inc. | Add +69.6% | 6.78% | +2.59 |
| LLY Eli Lilly & Co. | New | 2.49% | +2.49 |
| RSP Invesco S&P 500 Equal Weight | New | 2.27% | +2.27 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 1.53% | +1.53 |
| NKE Nike Inc. Class B | Add +88.0% | 3.84% | +1.27 |
| VRT Vertiv Holdings Co. Class A | Add +34.8% | 3.69% | +1.11 |
| CSX CSX Corp. | Add +38.4% | 5.92% | +0.99 |
| HWM Howmet Aerospace Inc. | Add +13.7% | 5.42% | +0.71 |
| ARGT Global X MSCI Argentina ETF | New | 0.66% | +0.66 |
| PBR.A Petroleo Brasil-SP Pref ADR | New | 0.62% | +0.62 |
| EDN Emp Distrib Y Comerc Nor-ADR | New | 0.40% | +0.40 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.34% | +0.34 |
| GGAL Grupo Financiero Galicia-ADR | New | 0.30% | +0.30 |
| PICK iShares MSCI Global Metals & | New | 0.24% | +0.24 |
| SHEL Shell PLC-ADR | New | 0.19% | +0.19 |
| VTEX Vtex Class A | New | 0.18% | +0.18 |
| ECH iShares MSCI Chile ETF | New | 0.17% | +0.17 |
| NTRA Natera Inc. | New | 0.14% | +0.14 |
| PAM Pampa Energia SA-Spon ADR | New | 0.13% | +0.13 |
| CINT Ci&t Inc./United States-A | New | 0.07% | +0.07 |
| YPF YPF S.A.-Sponsored ADR | New | 0.06% | +0.06 |
| STNE Stoneco Ltd. Class A | Add +70.2% | 0.23% | +0.02 |
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 |