Verde Servicos Internacionais S.A.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Verde Servicos Internacionais S.A. reported 40 stock positions worth $228.2 million. Its top holding was iShares Bitcoin Trust ETF (IBIT) at 18.2% of the portfolio, followed by Microsoft (MSFT, 9.9%) and Progressive (PGR, 7.6%). Compared with Q1 2025, it opened 21 new positions, sold out of 15, added to 9 and reduced 9. The biggest buy was a new position in Progressive (PGR) and the biggest sale an exit from TJX Companies (TJX).
- Most Recent 13F
- Q2 2026
- Location
- SAO PAULO, D5
- CIK
- 0001629290
- Portfolio Value
- $228.2M (Q2 2025)
- SEC Filing
- 0001629290-25-000006 ↗ filed Jul 24, 2025
Holdings Value
Holdings 40 stocks · $228.2M
| IBIT iShares Bitcoin Trust ETF | 18.19% | 678,159 | $41.5M | Add +59.1% |
| MSFT Microsoft Corp. | 9.87% | 45,293 | $22.5M | Add +101.3% |
| PGR Progressive Corp. | 7.65% | 65,371 | $17.4M | New |
| META Meta Platforms Inc. Class A | 6.15% | 19,026 | $14.0M | Add +152.3% |
| TMUS T-Mobile US Inc. | 5.69% | 54,499 | $13.0M | New |
| NVDA Nvidia Corp. | 4.08% | 58,957 | $9.3M | Reduce -21.3% |
| VRT Vertiv Holdings Co. Class A | 4.06% | 72,140 | $9.3M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 4.04% | 74,308 | $9.2M | New |
| AMZN Amazon.com Inc. | 3.94% | 40,995 | $9.0M | Add +4.8% |
| HON Honeywell International Inc. | 3.91% | 38,279 | $8.9M | New |
| BA The Boeing Co. | 3.84% | 41,804 | $8.8M | Reduce -21.4% |
| GFL GFL Environmental Inc.-Sub VT | 3.82% | 172,575 | $8.7M | Reduce -11.7% |
| GS Goldman Sachs Group Inc. | 3.80% | 12,257 | $8.7M | New |
| ISRG Intuitive Surgical Inc. | 3.78% | 15,858 | $8.6M | Reduce -3.3% |
| DPZ Domino's Pizza Inc. | 3.70% | 18,725 | $8.4M | New |
| BABA Alibaba Group Holding-SP ADR | 3.37% | 67,773 | $7.7M | Add +6.9% |
| LLY Eli Lilly & Co. | 2.22% | 6,500 | $5.1M | New |
| PBR.A Petroleo Brasil-SP Pref ADR | 1.25% | 247,253 | $2.9M | Add +188.3% |
| VALE Vale SA-SP ADR | 1.06% | 249,600 | $2.4M | Add +389.4% |
| STNE Stoneco Ltd. Class A | 1.05% | 150,000 | $2.4M | Add +400.0% |
| AUNA Auna SA Class A | 0.88% | 323,944 | $2.0M | No change |
| GGAL Grupo Financiero Galicia-ADR | 0.60% | 27,000 | $1.4M | Add +157.1% |
| XLF SS Financial Select Sector | 0.56% | 24,500 | $1.3M | New |
| VTEX Vtex Class A | 0.52% | 180,000 | $1.2M | Reduce -3.6% |
| NXE Nexgen Energy Ltd. | 0.38% | 125,000 | $868K | New |
| TASEKO MINES LTD | 0.30% | 220,000 | $693K | New |
| XP XP Inc. Class A | 0.27% | 30,300 | $612K | Reduce -24.3% |
| CORN Teucrium Corn Fund | 0.22% | 28,000 | $495K | New |
| MP MP Materials Corp. | 0.20% | 14,000 | $466K | New |
| IYF iShares US Financials ETF | 0.16% | 3,000 | $363K | New |
| ECH iShares MSCI Chile ETF | 0.15% | 11,000 | $346K | Reduce -58.3% |
| VZLA Vizsla Silver Corp. | 0.14% | 110,000 | $323K | New |
| GLD SPDR Gold Shares | 0.13% | 1,000 | $305K | New |
| GRUPO FINANCIERO GALICIA S.A | 0.00% | 500 | $1K | New |
| ISHARES INC | 0.00% | 3,100 | $1K | Reduce -31.1% |
| MERCADOLIBRE INC | 0.00% | 25 | $1K | New |
| ISHARES TR | 0.00% | 1,700 | $0 | New |
| ISHARES TR | 0.00% | 800 | $0 | New |
| TEUCRIUM COMMODITY TR | 0.00% | 3,000 | $0 | New |
| XP INC | 0.00% | 435 | $0 | Reduce -66.5% |
Portfolio Sells Q1 2025 → Q2 2025
| TJX TJX Companies Inc. | Sold out | 0.00% | −9.93 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −7.54 |
| CCEP Coca-Cola Europacific Partne | Sold out | 0.00% | −7.30 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −7.29 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −4.87 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −4.65 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −2.52 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −2.37 |
| GFL GFL Environmental Inc.-Sub VT | Reduce -11.7% | 3.82% | −1.57 |
| BA The Boeing Co. | Reduce -21.4% | 3.84% | −1.34 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.93 |
| ISRG Intuitive Surgical Inc. | Reduce -3.3% | 3.78% | −0.86 |
| KSPI JSC Kaspi.kz ADR | Sold out | 0.00% | −0.56 |
| NVDA Nvidia Corp. | Reduce -21.3% | 4.08% | −0.55 |
| ECH iShares MSCI Chile ETF | Reduce -58.3% | 0.15% | −0.30 |
| ARGT Global X MSCI Argentina ETF | Sold out | 0.00% | −0.23 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.16 |
| XP XP Inc. Class A | Reduce -24.3% | 0.27% | −0.05 |
| VTEX Vtex Class A | Reduce -3.6% | 0.52% | −0.02 |
| VERTIV HOLDINGS CO | Sold out | 0.00% | −0.00 |
| NVIDIA CORPORATION | Sold out | 0.00% | −0.00 |
| NVIDIA CORPORATION | Sold out | 0.00% | 0.00 |
| XP INC | Reduce -66.5% | 0.00% | 0.00 |
| ISHARES INC | Reduce -31.1% | 0.00% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| PGR Progressive Corp. | New | 7.65% | +7.65 |
| IBIT iShares Bitcoin Trust ETF | Add +59.1% | 18.19% | +6.80 |
| TMUS T-Mobile US Inc. | New | 5.69% | +5.69 |
| MSFT Microsoft Corp. | Add +101.3% | 9.87% | +5.05 |
| VRT Vertiv Holdings Co. Class A | New | 4.06% | +4.06 |
| DIS The Walt Disney Co. | New | 4.04% | +4.04 |
| HON Honeywell International Inc. | New | 3.91% | +3.91 |
| GS Goldman Sachs Group Inc. | New | 3.80% | +3.80 |
| DPZ Domino's Pizza Inc. | New | 3.70% | +3.70 |
| META Meta Platforms Inc. Class A | Add +152.3% | 6.15% | +3.67 |
| LLY Eli Lilly & Co. | New | 2.22% | +2.22 |
| STNE Stoneco Ltd. Class A | Add +400.0% | 1.05% | +0.88 |
| VALE Vale SA-SP ADR | Add +389.4% | 1.06% | +0.77 |
| PBR.A Petroleo Brasil-SP Pref ADR | Add +188.3% | 1.25% | +0.61 |
| XLF SS Financial Select Sector | New | 0.56% | +0.56 |
| NXE Nexgen Energy Ltd. | New | 0.38% | +0.38 |
| TASEKO MINES LTD | New | 0.30% | +0.30 |
| GGAL Grupo Financiero Galicia-ADR | Add +157.1% | 0.60% | +0.27 |
| CORN Teucrium Corn Fund | New | 0.22% | +0.22 |
| MP MP Materials Corp. | New | 0.20% | +0.20 |
| IYF iShares US Financials ETF | New | 0.16% | +0.16 |
| VZLA Vizsla Silver Corp. | New | 0.14% | +0.14 |
| GLD SPDR Gold Shares | New | 0.13% | +0.13 |
| GRUPO FINANCIERO GALICIA S.A | New | 0.00% | +0.00 |
| MERCADOLIBRE INC | New | 0.00% | +0.00 |
| ISHARES TR | New | 0.00% | 0.00 |
| ISHARES TR | New | 0.00% | 0.00 |
| TEUCRIUM COMMODITY TR | New | 0.00% | 0.00 |
| AMZN Amazon.com Inc. | Add +4.8% | 3.94% | −0.31 |
| BABA Alibaba Group Holding-SP ADR | Add +6.9% | 3.37% | −1.42 |
Notes & Other Activity Q1 2025 → Q2 2025
| SELECT SECTOR SPDR TR | CALL | New | 0 | $0 |
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 |