Verde Servicos Internacionais S.A.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Verde Servicos Internacionais S.A. reported 49 stock positions worth $350.7 million. Its top holding was iShares Bitcoin Trust ETF (IBIT) at 33.6% of the portfolio, followed by Microsoft (MSFT, 7.1%) and Capital One Financial (COF, 4.8%). Compared with Q2 2025, it opened 28 new positions, sold out of 19, added to 11 and reduced 6. The biggest buy was iShares Bitcoin Trust ETF (IBIT, shares +167%) and the biggest sale an exit from T-Mobile US (TMUS).
- Most Recent 13F
- Q2 2026
- Location
- SAO PAULO, D5
- CIK
- 0001629290
- Portfolio Value
- $350.7M (Q3 2025)
- SEC Filing
- 0001629290-25-000011 ↗ filed Nov 6, 2025
Holdings Value
Holdings 49 stocks · $350.7M
| IBIT iShares Bitcoin Trust ETF | 33.61% | 1,813,449 | $117.9M | Add +167.4% |
| MSFT Microsoft Corp. | 7.11% | 48,127 | $24.9M | Add +6.3% |
| COF Capital One Financial Corp. | 4.82% | 79,519 | $16.9M | New |
| NVDA Nvidia Corp. | 4.40% | 82,748 | $15.4M | Add +40.4% |
| GFL GFL Environmental Inc.-Sub VT | 4.30% | 318,506 | $15.1M | Add +84.6% |
| ISRG Intuitive Surgical Inc. | 4.30% | 33,704 | $15.1M | Add +112.5% |
| FTAI Ftai Aviation Ltd. | 4.20% | 88,309 | $14.7M | New |
| META Meta Platforms Inc. Class A | 4.04% | 19,295 | $14.2M | Add +1.4% |
| DPZ Domino's Pizza Inc. | 3.79% | 30,784 | $13.3M | Add +64.4% |
| VRT Vertiv Holdings Co. Class A | 3.10% | 72,138 | $10.9M | Reduce 0.0% |
| BABA Alibaba Group Holding-SP ADR | 2.97% | 58,330 | $10.4M | Reduce -13.9% |
| PGR Progressive Corp. | 2.86% | 40,639 | $10.0M | Reduce -37.8% |
| WFC Wells Fargo & Co. | 2.83% | 118,445 | $9.9M | New |
| BA The Boeing Co. | 2.80% | 45,552 | $9.8M | Add +9.0% |
| ETHA iShares Ethereum Trust ETF | 2.68% | 298,354 | $9.4M | New |
| MDLZ Mondelez International Inc. Class A | 2.67% | 150,097 | $9.4M | New |
| AMZN Amazon.com Inc. | 2.64% | 42,100 | $9.2M | Add +2.7% |
| TSLA Tesla Inc. | 1.01% | 8,000 | $3.6M | New |
| PBR.A Petroleo Brasil-SP Pref ADR | 0.83% | 247,253 | $2.9M | No change |
| VALE Vale SA-SP ADR | 0.77% | 249,600 | $2.7M | No change |
| AUNA Auna SA Class A | 0.62% | 323,944 | $2.2M | No change |
| FND Floor & Decor Holdings Inc. Class A | 0.55% | 26,000 | $1.9M | New |
| ECH iShares MSCI Chile ETF | 0.41% | 44,000 | $1.4M | Add +300.0% |
| PSIX Power Solutions Internationa | 0.34% | 12,172 | $1.2M | New |
| SMMT Summit Therapeutics Inc. | 0.24% | 40,000 | $826K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.20% | 8,000 | $698K | New |
| LTM Latam Airlines Group SA-ADR | 0.19% | 15,000 | $679K | New |
| NXE Nexgen Energy Ltd. | 0.19% | 75,000 | $671K | Reduce -40.0% |
| PAM Pampa Energia SA-Spon ADR | 0.17% | 10,000 | $601K | New |
| TASEKO MINES LTD | 0.16% | 136,000 | $575K | Reduce -38.2% |
| XP XP Inc. Class A | 0.16% | 29,260 | $550K | Reduce -3.4% |
| USO United States Oil Fund LP | 0.15% | 7,000 | $516K | New |
| ARGT Global X MSCI Argentina ETF | 0.14% | 7,000 | $488K | New |
| GLD SPDR Gold Shares | 0.12% | 1,200 | $427K | Add +20.0% |
| ALM Almonty Industries Inc. | 0.12% | 70,000 | $422K | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.11% | 24,000 | $384K | New |
| GDX Vaneck Gold Miners ETF | 0.11% | 5,000 | $382K | New |
| ARCO Arcos Dorados Holdings Inc. Class A | 0.08% | 43,000 | $290K | New |
| ARIS Aris Mining Corp. filed as ARIS MNG CORP | 0.08% | 20,000 | $273K | New |
| UUUU Energy Fuels Inc. | 0.07% | 15,000 | $230K | New |
| ISHARES INC | 0.03% | 31,800 | $122K | New |
| MERCADOLIBRE INC | 0.00% | 13 | $1K | New |
| FTAI AVIATION LTD | 0.00% | 898 | $1K | New |
| XP INC | 0.00% | 900 | $1K | New |
| ALIBABA GROUP HLDG LTD | 0.00% | 660 | $0 | New |
| EVE HLDG INC | 0.00% | 1,200 | $0 | New |
| GLOBAL X FDS | 0.00% | 100 | $0 | New |
| GRUPO FINANCIERO GALICIA S.A | 0.00% | 500 | $0 | No change |
| VANECK ETF TRUST | 0.00% | 300 | $0 | New |
Portfolio Sells Q2 2025 → Q3 2025
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −5.69 |
| PGR Progressive Corp. | Reduce -37.8% | 2.86% | −4.78 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −4.04 |
| HON Honeywell International Inc. | Sold out | 0.00% | −3.91 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −3.80 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −2.22 |
| STNE Stoneco Ltd. Class A | Sold out | 0.00% | −1.05 |
| VRT Vertiv Holdings Co. Class A | Reduce 0.0% | 3.10% | −0.96 |
| GGAL Grupo Financiero Galicia-ADR | Sold out | 0.00% | −0.60 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.56 |
| VTEX Vtex Class A | Sold out | 0.00% | −0.52 |
| BABA Alibaba Group Holding-SP ADR | Reduce -13.9% | 2.97% | −0.40 |
| CORN Teucrium Corn Fund | Sold out | 0.00% | −0.22 |
| MP MP Materials Corp. | Sold out | 0.00% | −0.20 |
| NXE Nexgen Energy Ltd. | Reduce -40.0% | 0.19% | −0.19 |
| IYF iShares US Financials ETF | Sold out | 0.00% | −0.16 |
| VZLA Vizsla Silver Corp. | Sold out | 0.00% | −0.14 |
| TASEKO MINES LTD | Reduce -38.2% | 0.16% | −0.14 |
| XP XP Inc. Class A | Reduce -3.4% | 0.16% | −0.11 |
| ISHARES INC | Sold out | 0.00% | −0.00 |
| MERCADOLIBRE INC | Sold out | 0.00% | −0.00 |
| ISHARES TR | Sold out | 0.00% | 0.00 |
| ISHARES TR | Sold out | 0.00% | 0.00 |
| TEUCRIUM COMMODITY TR | Sold out | 0.00% | 0.00 |
| XP INC | Sold out | 0.00% | 0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| IBIT iShares Bitcoin Trust ETF | Add +167.4% | 33.61% | +15.42 |
| COF Capital One Financial Corp. | New | 4.82% | +4.82 |
| FTAI Ftai Aviation Ltd. | New | 4.20% | +4.20 |
| WFC Wells Fargo & Co. | New | 2.83% | +2.83 |
| ETHA iShares Ethereum Trust ETF | New | 2.68% | +2.68 |
| MDLZ Mondelez International Inc. Class A | New | 2.67% | +2.67 |
| TSLA Tesla Inc. | New | 1.01% | +1.01 |
| FND Floor & Decor Holdings Inc. Class A | New | 0.55% | +0.55 |
| ISRG Intuitive Surgical Inc. | Add +112.5% | 4.30% | +0.52 |
| GFL GFL Environmental Inc.-Sub VT | Add +84.6% | 4.30% | +0.49 |
| PSIX Power Solutions Internationa | New | 0.34% | +0.34 |
| NVDA Nvidia Corp. | Add +40.4% | 4.40% | +0.32 |
| ECH iShares MSCI Chile ETF | Add +300.0% | 0.41% | +0.26 |
| SMMT Summit Therapeutics Inc. | New | 0.24% | +0.24 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.20% | +0.20 |
| LTM Latam Airlines Group SA-ADR | New | 0.19% | +0.19 |
| PAM Pampa Energia SA-Spon ADR | New | 0.17% | +0.17 |
| USO United States Oil Fund LP | New | 0.15% | +0.15 |
| ARGT Global X MSCI Argentina ETF | New | 0.14% | +0.14 |
| ALM Almonty Industries Inc. | New | 0.12% | +0.12 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.11% | +0.11 |
| GDX Vaneck Gold Miners ETF | New | 0.11% | +0.11 |
| DPZ Domino's Pizza Inc. | Add +64.4% | 3.79% | +0.09 |
| ARCO Arcos Dorados Holdings Inc. Class A | New | 0.08% | +0.08 |
| ARIS Aris Mining Corp. | New | 0.08% | +0.08 |
| UUUU Energy Fuels Inc. | New | 0.07% | +0.07 |
| ISHARES INC | New | 0.03% | +0.03 |
| MERCADOLIBRE INC | New | 0.00% | +0.00 |
| FTAI AVIATION LTD | New | 0.00% | +0.00 |
| XP INC | New | 0.00% | +0.00 |
| ALIBABA GROUP HLDG LTD | New | 0.00% | 0.00 |
| EVE HLDG INC | New | 0.00% | 0.00 |
| GLOBAL X FDS | New | 0.00% | 0.00 |
| VANECK ETF TRUST | New | 0.00% | 0.00 |
| GLD SPDR Gold Shares | Add +20.0% | 0.12% | −0.01 |
| BA The Boeing Co. | Add +9.0% | 2.80% | −1.04 |
| AMZN Amazon.com Inc. | Add +2.7% | 2.64% | −1.31 |
| META Meta Platforms Inc. Class A | Add +1.4% | 4.04% | −2.11 |
| MSFT Microsoft Corp. | Add +6.3% | 7.11% | −2.77 |
Notes & Other Activity Q2 2025 → Q3 2025
| SELECT SECTOR SPDR TR | CALL | Sold out | 0 | $0before 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 |