Verde Servicos Internacionais S.A.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Verde Servicos Internacionais S.A. reported 50 stock positions worth $326.4 million. Its top holding was SPDR Gold Minishares Trust (GLDM) at 16.9% of the portfolio, followed by iShares Silver Trust (SLV, 9.5%) and iShares Bitcoin Trust ETF (IBIT, 7.7%). Compared with Q4 2025, it opened 26 new positions, sold out of 8, added to 7 and reduced 12. The biggest buy was a new position in iShares Silver Trust (SLV) and the biggest sale iShares Bitcoin Trust ETF (IBIT, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- SAO PAULO, D5
- CIK
- 0001629290
- Portfolio Value
- $326.4M (Q1 2026)
- SEC Filing
- 0001629290-26-000004 ↗ filed Apr 17, 2026
Holdings Value
Holdings 50 stocks · $326.4M
| GLDM SPDR Gold Minishares Trust | 16.90% | 595,207 | $55.2M | Add +62.5% |
| SLV iShares Silver Trust | 9.47% | 453,527 | $30.9M | New |
| IBIT iShares Bitcoin Trust ETF | 7.72% | 655,774 | $25.2M | Reduce -50.6% |
| NVDA Nvidia Corp. | 6.07% | 113,603 | $19.8M | Add +10.0% |
| AMZN Amazon.com Inc. | 4.92% | 77,041 | $16.0M | Add +1.1% |
| FTAI Ftai Aviation Ltd. | 4.18% | 55,684 | $13.6M | Reduce -35.8% |
| TSM Taiwan Semiconductor-SP ADR | 4.11% | 39,671 | $13.4M | Reduce -17.2% |
| BABA Alibaba Group Holding-SP ADR | 4.05% | 105,377 | $13.2M | Add +17.6% |
| CCEP Coca-Cola Europacific Partne | 4.02% | 144,880 | $13.1M | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 3.96% | 898,410 | $12.9M | Add +81.9% |
| BA The Boeing Co. | 2.79% | 45,693 | $9.1M | New |
| C Citigroup Inc. | 2.78% | 79,966 | $9.1M | Reduce -1.5% |
| MDLZ Mondelez International Inc. Class A | 2.74% | 155,340 | $9.0M | Reduce -37.5% |
| MSFT Microsoft Corp. | 2.72% | 23,982 | $8.9M | Reduce -38.3% |
| DPZ Domino's Pizza Inc. | 2.71% | 24,686 | $8.9M | Reduce -21.3% |
| GFL GFL Environmental Inc.-Sub VT | 2.70% | 211,142 | $8.8M | Reduce -33.3% |
| ISRG Intuitive Surgical Inc. | 2.68% | 18,988 | $8.8M | Add +15.5% |
| PBR Petroleo Brasileiro-Spon ADR | 2.26% | 355,500 | $7.4M | New |
| AGBK Agi Inc. Class A | 1.75% | 784,971 | $5.7M | New |
| FCX Freeport-McMoran Inc. | 1.45% | 80,770 | $4.7M | New |
| VALE Vale SA-SP ADR | 1.22% | 249,600 | $4.0M | No change |
| AUGO Aura Minerals Inc. | 1.15% | 45,900 | $3.7M | New |
| XP XP Inc. Class A | 0.99% | 168,923 | $3.2M | New |
| TSLA Tesla Inc. | 0.91% | 8,000 | $3.0M | No change |
| APP AppLovin Corp. Class A | 0.82% | 6,700 | $2.7M | New |
| COF Capital One Financial Corp. | 0.75% | 13,500 | $2.5M | Reduce -68.9% |
| LLY Eli Lilly & Co. | 0.56% | 2,000 | $1.8M | New |
| META Meta Platforms Inc. Class A | 0.53% | 3,000 | $1.7M | New |
| AUNA Auna SA Class A | 0.52% | 308,208 | $1.7M | Reduce -4.6% |
| KWEB Kranesh Csi China Internet | 0.44% | 50,000 | $1.4M | New |
| FND Floor & Decor Holdings Inc. Class A | 0.40% | 26,000 | $1.3M | No change |
| GGAL Grupo Financiero Galicia-ADR | 0.29% | 20,000 | $934K | New |
| LTM Latam Airlines Group SA-ADR | 0.27% | 18,000 | $890K | New |
| ISHARES INC | 0.24% | 104,880 | $796K | Add +1.0% |
| TEO Telecom Argentina SA-SP ADR | 0.21% | 60,000 | $701K | New |
| IRS Irsa -SP ADR filed as IRSA INVERSIONES Y REP S A | 0.20% | 40,000 | $648K | New |
| VIST Vista Energy Sab DE CV | 0.18% | 8,000 | $604K | New |
| EWZ iShares MSCI Brazil ETF | 0.18% | 15,000 | $576K | Reduce -68.8% |
| STNE Stoneco Ltd. Class A | 0.16% | 36,000 | $508K | New |
| PETROLEO BRASILEIRO S A | 0.01% | 3,300 | $25K | No change |
| META PLATFORMS INC | 0.00% | 276 | $8K | New |
| ISHARES TR | 0.00% | 384 | $4K | New |
| TESLA INC | 0.00% | 100 | $1K | New |
| UNITED STS OIL FD LP | 0.00% | 1,200 | $1K | New |
| KRANESHARES TRUST | 0.00% | 2,300 | $0 | New |
| MICRON TECHNOLOGY INC | 0.00% | 202 | $0 | New |
| PETROLEO BRASILEIRO S A | 0.00% | 2,400 | $0 | No change |
| STATE STR SPDR S&P 500 ETF T | 0.00% | 150 | $0 | New |
| AURA MINERALS INC | 0.00% | 121 | $0 | New |
| NU HLDGS LTD | 0.00% | 1,661 | $0 | Reduce -7.3% |
Portfolio Sells Q4 2025 → Q1 2026
| IBIT iShares Bitcoin Trust ETF | Reduce -50.6% | 7.72% | −13.41 |
| MSFT Microsoft Corp. | Reduce -38.3% | 2.72% | −3.31 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −3.16 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −3.07 |
| COF Capital One Financial Corp. | Reduce -68.9% | 0.75% | −2.62 |
| GFL GFL Environmental Inc.-Sub VT | Reduce -33.3% | 2.70% | −1.66 |
| MDLZ Mondelez International Inc. Class A | Reduce -37.5% | 2.74% | −1.55 |
| DPZ Domino's Pizza Inc. | Reduce -21.3% | 2.71% | −1.48 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −1.46 |
| FTAI Ftai Aviation Ltd. | Reduce -35.8% | 4.18% | −1.30 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -17.2% | 4.11% | −0.56 |
| EWZ iShares MSCI Brazil ETF | Reduce -68.8% | 0.18% | −0.31 |
| C Citigroup Inc. | Reduce -1.5% | 2.78% | −0.26 |
| PSIX Power Solutions Internationa | Sold out | 0.00% | −0.22 |
| NVIDIA CORPORATION | Sold out | 0.00% | −0.00 |
| ISHARES INC | Sold out | 0.00% | −0.00 |
| EVE HLDG INC | Sold out | 0.00% | 0.00 |
| NU HLDGS LTD | Reduce -7.3% | 0.00% | 0.00 |
| XP INC | Sold out | 0.00% | 0.00 |
| AUNA Auna SA Class A | Reduce -4.6% | 0.52% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SLV iShares Silver Trust | New | 9.47% | +9.47 |
| GLDM SPDR Gold Minishares Trust | Add +62.5% | 16.90% | +6.87 |
| CCEP Coca-Cola Europacific Partne | New | 4.02% | +4.02 |
| BA The Boeing Co. | New | 2.79% | +2.79 |
| PBR Petroleo Brasileiro-Spon ADR | New | 2.26% | +2.26 |
| AGBK Agi Inc. Class A | New | 1.75% | +1.75 |
| FCX Freeport-McMoran Inc. | New | 1.45% | +1.45 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +81.9% | 3.96% | +1.30 |
| AUGO Aura Minerals Inc. | New | 1.15% | +1.15 |
| XP XP Inc. Class A | New | 0.99% | +0.99 |
| APP AppLovin Corp. Class A | New | 0.82% | +0.82 |
| LLY Eli Lilly & Co. | New | 0.56% | +0.56 |
| META Meta Platforms Inc. Class A | New | 0.53% | +0.53 |
| KWEB Kranesh Csi China Internet | New | 0.44% | +0.44 |
| GGAL Grupo Financiero Galicia-ADR | New | 0.29% | +0.29 |
| LTM Latam Airlines Group SA-ADR | New | 0.27% | +0.27 |
| TEO Telecom Argentina SA-SP ADR | New | 0.21% | +0.21 |
| IRS Irsa -SP ADR | New | 0.20% | +0.20 |
| VIST Vista Energy Sab DE CV | New | 0.18% | +0.18 |
| STNE Stoneco Ltd. Class A | New | 0.16% | +0.16 |
| ISHARES INC | Add +1.0% | 0.24% | +0.13 |
| META PLATFORMS INC | New | 0.00% | +0.00 |
| ISHARES TR | New | 0.00% | +0.00 |
| TESLA INC | New | 0.00% | +0.00 |
| UNITED STS OIL FD LP | New | 0.00% | +0.00 |
| KRANESHARES TRUST | New | 0.00% | 0.00 |
| MICRON TECHNOLOGY INC | New | 0.00% | 0.00 |
| STATE STR SPDR S&P 500 ETF T | New | 0.00% | 0.00 |
| AURA MINERALS INC | New | 0.00% | 0.00 |
| NVDA Nvidia Corp. | Add +10.0% | 6.07% | −0.11 |
| BABA Alibaba Group Holding-SP ADR | Add +17.6% | 4.05% | −0.16 |
| ISRG Intuitive Surgical Inc. | Add +15.5% | 2.68% | −0.31 |
| AMZN Amazon.com Inc. | Add +1.1% | 4.92% | −0.73 |
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 |