Verde Servicos Internacionais S.A.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Verde Servicos Internacionais S.A. reported 32 stock positions worth $311.8 million. Its top holding was iShares Bitcoin Trust ETF (IBIT) at 21.1% of the portfolio, followed by SPDR Gold Minishares Trust (GLDM, 10.0%) and Nvidia (NVDA, 6.2%). Compared with Q3 2025, it opened 12 new positions, sold out of 29, added to 7 and reduced 7. The biggest buy was a new position in SPDR Gold Minishares Trust (GLDM) and the biggest sale iShares Bitcoin Trust ETF (IBIT, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- SAO PAULO, D5
- CIK
- 0001629290
- Portfolio Value
- $311.8M (Q4 2025)
- SEC Filing
- 0001629290-26-000001 ↗ filed Feb 6, 2026
Holdings Value
Holdings 32 stocks · $311.8M
| IBIT iShares Bitcoin Trust ETF | 21.13% | 1,327,166 | $65.9M | Reduce -26.8% |
| GLDM SPDR Gold Minishares Trust | 10.03% | 366,337 | $31.3M | New |
| NVDA Nvidia Corp. | 6.18% | 103,287 | $19.3M | Add +24.8% |
| MSFT Microsoft Corp. | 6.03% | 38,859 | $18.8M | Reduce -19.3% |
| AMZN Amazon.com Inc. | 5.64% | 76,238 | $17.6M | Add +81.1% |
| FTAI Ftai Aviation Ltd. | 5.48% | 86,763 | $17.1M | Reduce -1.8% |
| TSM Taiwan Semiconductor-SP ADR | 4.67% | 47,903 | $14.6M | New |
| GFL GFL Environmental Inc.-Sub VT | 4.36% | 316,605 | $13.6M | Reduce -0.6% |
| MDLZ Mondelez International Inc. Class A | 4.29% | 248,422 | $13.4M | Add +65.5% |
| BABA Alibaba Group Holding-SP ADR | 4.21% | 89,572 | $13.1M | Add +53.6% |
| DPZ Domino's Pizza Inc. | 4.19% | 31,352 | $13.1M | Add +1.9% |
| COF Capital One Financial Corp. | 3.37% | 43,406 | $10.5M | Reduce -45.4% |
| GOOG Alphabet Inc. Class C | 3.16% | 31,429 | $9.9M | New |
| UNP Union Pacific Corp. | 3.07% | 41,334 | $9.6M | New |
| C Citigroup Inc. | 3.04% | 81,165 | $9.5M | New |
| ISRG Intuitive Surgical Inc. | 2.99% | 16,446 | $9.3M | Reduce -51.2% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.65% | 494,000 | $8.3M | Add +1958.3% |
| LOW Lowe's Cos Inc. | 1.46% | 18,900 | $4.6M | New |
| TSLA Tesla Inc. | 1.15% | 8,000 | $3.6M | No change |
| VALE Vale SA-SP ADR | 1.04% | 249,600 | $3.3M | No change |
| AUNA Auna SA Class A | 0.51% | 323,208 | $1.6M | Reduce -0.2% |
| FND Floor & Decor Holdings Inc. Class A | 0.51% | 26,000 | $1.6M | No change |
| EWZ iShares MSCI Brazil ETF | 0.49% | 48,000 | $1.5M | New |
| PSIX Power Solutions Internationa | 0.22% | 12,172 | $696K | No change |
| ISHARES INC | 0.12% | 103,880 | $364K | Add +226.7% |
| NVIDIA CORPORATION | 0.00% | 529 | $3K | New |
| PETROLEO BRASILEIRO S A | 0.00% | 3,300 | $3K | New |
| ISHARES INC | 0.00% | 3,000 | $1K | New |
| EVE HLDG INC | 0.00% | 1,200 | $0 | No change |
| PETROLEO BRASILEIRO S A | 0.00% | 2,400 | $0 | New |
| NU HLDGS LTD | 0.00% | 1,792 | $0 | New |
| XP INC | 0.00% | 900 | $0 | No change |
Portfolio Sells Q3 2025 → Q4 2025
| IBIT iShares Bitcoin Trust ETF | Reduce -26.8% | 21.13% | −12.48 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −4.04 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −3.10 |
| PGR Progressive Corp. | Sold out | 0.00% | −2.86 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −2.83 |
| BA The Boeing Co. | Sold out | 0.00% | −2.80 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −2.68 |
| COF Capital One Financial Corp. | Reduce -45.4% | 3.37% | −1.45 |
| ISRG Intuitive Surgical Inc. | Reduce -51.2% | 2.99% | −1.31 |
| MSFT Microsoft Corp. | Reduce -19.3% | 6.03% | −1.08 |
| PBR.A Petroleo Brasil-SP Pref ADR | Sold out | 0.00% | −0.83 |
| ECH iShares MSCI Chile ETF | Sold out | 0.00% | −0.41 |
| SMMT Summit Therapeutics Inc. | Sold out | 0.00% | −0.24 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.20 |
| LTM Latam Airlines Group SA-ADR | Sold out | 0.00% | −0.19 |
| NXE Nexgen Energy Ltd. | Sold out | 0.00% | −0.19 |
| PAM Pampa Energia SA-Spon ADR | Sold out | 0.00% | −0.17 |
| TASEKO MINES LTD | Sold out | 0.00% | −0.16 |
| XP XP Inc. Class A | Sold out | 0.00% | −0.16 |
| USO United States Oil Fund LP | Sold out | 0.00% | −0.15 |
| ARGT Global X MSCI Argentina ETF | Sold out | 0.00% | −0.14 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.12 |
| ALM Almonty Industries Inc. | Sold out | 0.00% | −0.12 |
| AUNA Auna SA Class A | Reduce -0.2% | 0.51% | −0.11 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.11 |
| ARCO Arcos Dorados Holdings Inc. Class A | Sold out | 0.00% | −0.08 |
| ARIS Aris Mining Corp. | Sold out | 0.00% | −0.08 |
| UUUU Energy Fuels Inc. | Sold out | 0.00% | −0.07 |
| MERCADOLIBRE INC | Sold out | 0.00% | −0.00 |
| FTAI AVIATION LTD | Sold out | 0.00% | −0.00 |
| ALIBABA GROUP HLDG LTD | Sold out | 0.00% | 0.00 |
| GLOBAL X FDS | Sold out | 0.00% | 0.00 |
| GRUPO FINANCIERO GALICIA S.A | Sold out | 0.00% | 0.00 |
| VANECK ETF TRUST | Sold out | 0.00% | 0.00 |
| GFL GFL Environmental Inc.-Sub VT | Reduce -0.6% | 4.36% | +0.06 |
| FTAI Ftai Aviation Ltd. | Reduce -1.8% | 5.48% | +1.28 |
Portfolio Buys Q3 2025 → Q4 2025
| GLDM SPDR Gold Minishares Trust | New | 10.03% | +10.03 |
| TSM Taiwan Semiconductor-SP ADR | New | 4.67% | +4.67 |
| GOOG Alphabet Inc. Class C | New | 3.16% | +3.16 |
| UNP Union Pacific Corp. | New | 3.07% | +3.07 |
| C Citigroup Inc. | New | 3.04% | +3.04 |
| AMZN Amazon.com Inc. | Add +81.1% | 5.64% | +3.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +1958.3% | 2.65% | +2.54 |
| NVDA Nvidia Corp. | Add +24.8% | 6.18% | +1.78 |
| MDLZ Mondelez International Inc. Class A | Add +65.5% | 4.29% | +1.62 |
| LOW Lowe's Cos Inc. | New | 1.46% | +1.46 |
| BABA Alibaba Group Holding-SP ADR | Add +53.6% | 4.21% | +1.24 |
| EWZ iShares MSCI Brazil ETF | New | 0.49% | +0.49 |
| DPZ Domino's Pizza Inc. | Add +1.9% | 4.19% | +0.40 |
| ISHARES INC | Add +226.7% | 0.12% | +0.08 |
| NVIDIA CORPORATION | New | 0.00% | +0.00 |
| PETROLEO BRASILEIRO S A | New | 0.00% | +0.00 |
| ISHARES INC | New | 0.00% | +0.00 |
| PETROLEO BRASILEIRO S A | New | 0.00% | 0.00 |
| NU HLDGS LTD | 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 |