Verde Servicos Internacionais S.A.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Verde Servicos Internacionais S.A. reported 34 stock positions worth $175.1 million. Its top holding was iShares Bitcoin Trust ETF (IBIT) at 11.4% of the portfolio, followed by TJX Companies (TJX, 9.9%) and Wells Fargo (WFC, 7.5%). Compared with Q4 2024, it opened 15 new positions, sold out of 17, added to 5 and reduced 13. The biggest buy was a new position in GFL Environmental Inc.-Sub VT (GFL) and the biggest sale Microsoft (MSFT, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- SAO PAULO, D5
- CIK
- 0001629290
- Portfolio Value
- $175.1M (Q1 2025)
- SEC Filing
- 0001629290-25-000004 ↗ filed Apr 22, 2025
Holdings Value
Holdings 34 stocks · $175.1M
| IBIT iShares Bitcoin Trust ETF | 11.39% | 426,100 | $19.9M | Reduce -2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 9.93% | 142,698 | $17.4M | Add +9.4% |
| WFC Wells Fargo & Co. | 7.54% | 183,801 | $13.2M | Reduce -40.7% |
| CCEP Coca-Cola Europacific Partne | 7.30% | 146,894 | $12.8M | Reduce -20.1% |
| HWM Howmet Aerospace Inc. | 7.29% | 98,437 | $12.8M | Reduce -14.6% |
| GFL GFL Environmental Inc.-Sub VT | 5.39% | 195,385 | $9.4M | New |
| BA The Boeing Co. | 5.18% | 53,200 | $9.1M | New |
| NKE Nike Inc. Class B | 4.87% | 134,400 | $8.5M | Add +14.0% |
| MSFT Microsoft Corp. | 4.82% | 22,505 | $8.4M | Reduce -62.9% |
| BABA Alibaba Group Holding-SP ADR | 4.79% | 63,400 | $8.4M | New |
| TMO Thermo Fisher Scientific Inc. | 4.65% | 16,359 | $8.1M | Add +22.5% |
| ISRG Intuitive Surgical Inc. | 4.64% | 16,400 | $8.1M | New |
| NVDA Nvidia Corp. | 4.64% | 74,900 | $8.1M | New |
| AMZN Amazon.com Inc. | 4.25% | 39,114 | $7.4M | Reduce -22.0% |
| RCL Royal Caribbean Cruises Ltd. | 2.52% | 21,500 | $4.4M | New |
| META Meta Platforms Inc. Class A | 2.48% | 7,540 | $4.3M | New |
| TSM Taiwan Semiconductor-SP ADR | 2.37% | 25,039 | $4.2M | Reduce -53.9% |
| AUNA Auna SA Class A | 1.32% | 323,944 | $2.3M | Reduce -0.3% |
| MELI MercadoLibre Inc. | 0.93% | 838 | $1.6M | Reduce -33.5% |
| PBR.A Petroleo Brasil-SP Pref ADR | 0.64% | 85,766 | $1.1M | Reduce -29.6% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.56% | 10,600 | $984K | New |
| VTEX Vtex Class A | 0.54% | 186,670 | $946K | Add +166.7% |
| ECH iShares MSCI Chile ETF | 0.45% | 26,405 | $787K | Add +70.3% |
| GGAL Grupo Financiero Galicia-ADR | 0.33% | 10,500 | $572K | Reduce -4.5% |
| XP XP Inc. Class A | 0.31% | 40,000 | $550K | New |
| VALE Vale SA-SP ADR | 0.29% | 51,000 | $509K | No change |
| ARGT Global X MSCI Argentina ETF | 0.23% | 5,000 | $404K | Reduce -73.1% |
| STNE Stoneco Ltd. Class A | 0.18% | 30,000 | $314K | Reduce -55.2% |
| KRE SS SPDR S&P Regional Bank | 0.16% | 5,000 | $284K | New |
| VERTIV HOLDINGS CO | 0.00% | 1,820 | $4K | New |
| NVIDIA CORPORATION | 0.00% | 800 | $2K | New |
| ISHARES INC | 0.00% | 4,500 | $0 | New |
| NVIDIA CORPORATION | 0.00% | 374 | $0 | New |
| XP INC | 0.00% | 1,300 | $0 | New |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -62.9% | 4.82% | −6.18 |
| CSX CSX Corp. | Sold out | 0.00% | −5.92 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −4.99 |
| FTAI Ftai Aviation Ltd. | Sold out | 0.00% | −4.21 |
| SBS Cia Saneamento Basico DE-ADR | Sold out | 0.00% | −4.12 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −3.69 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −2.49 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −2.27 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -53.9% | 2.37% | −2.25 |
| WFC Wells Fargo & Co. | Reduce -40.7% | 7.54% | −1.84 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −1.53 |
| AMZN Amazon.com Inc. | Reduce -22.0% | 4.25% | −0.49 |
| ARGT Global X MSCI Argentina ETF | Reduce -73.1% | 0.23% | −0.43 |
| EDN Emp Distrib Y Comerc Nor-ADR | Sold out | 0.00% | −0.40 |
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −0.34 |
| PICK iShares MSCI Global Metals & | Sold out | 0.00% | −0.24 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.19 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.19 |
| NTRA Natera Inc. | Sold out | 0.00% | −0.14 |
| PAM Pampa Energia SA-Spon ADR | Sold out | 0.00% | −0.13 |
| CINT Ci&t Inc./United States-A | Sold out | 0.00% | −0.07 |
| YPF YPF S.A.-Sponsored ADR | Sold out | 0.00% | −0.06 |
| STNE Stoneco Ltd. Class A | Reduce -55.2% | 0.18% | −0.05 |
| MELI MercadoLibre Inc. | Reduce -33.5% | 0.93% | +0.01 |
| PBR.A Petroleo Brasil-SP Pref ADR | Reduce -29.6% | 0.64% | +0.02 |
| GGAL Grupo Financiero Galicia-ADR | Reduce -4.5% | 0.33% | +0.03 |
| AUNA Auna SA Class A | Reduce -0.3% | 1.32% | +0.36 |
| CCEP Coca-Cola Europacific Partne | Reduce -20.1% | 7.30% | +1.22 |
| IBIT iShares Bitcoin Trust ETF | Reduce -2.1% | 11.39% | +1.45 |
| HWM Howmet Aerospace Inc. | Reduce -14.6% | 7.29% | +1.87 |
Portfolio Buys Q4 2024 → Q1 2025
| GFL GFL Environmental Inc.-Sub VT | New | 5.39% | +5.39 |
| BA The Boeing Co. | New | 5.18% | +5.18 |
| BABA Alibaba Group Holding-SP ADR | New | 4.79% | +4.79 |
| ISRG Intuitive Surgical Inc. | New | 4.64% | +4.64 |
| NVDA Nvidia Corp. | New | 4.64% | +4.64 |
| TJX TJX Companies Inc. | Add +9.4% | 9.93% | +3.14 |
| RCL Royal Caribbean Cruises Ltd. | New | 2.52% | +2.52 |
| META Meta Platforms Inc. Class A | New | 2.48% | +2.48 |
| TMO Thermo Fisher Scientific Inc. | Add +22.5% | 4.65% | +1.66 |
| NKE Nike Inc. Class B | Add +14.0% | 4.87% | +1.03 |
| KSPI JSC Kaspi.kz ADR | New | 0.56% | +0.56 |
| VTEX Vtex Class A | Add +166.7% | 0.54% | +0.36 |
| XP XP Inc. Class A | New | 0.31% | +0.31 |
| ECH iShares MSCI Chile ETF | Add +70.3% | 0.45% | +0.28 |
| KRE SS SPDR S&P Regional Bank | New | 0.16% | +0.16 |
| VERTIV HOLDINGS CO | New | 0.00% | +0.00 |
| NVIDIA CORPORATION | New | 0.00% | +0.00 |
| ISHARES INC | New | 0.00% | 0.00 |
| NVIDIA CORPORATION | New | 0.00% | 0.00 |
| XP INC | 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 |