Verde Servicos Internacionais S.A. — 13F Holdings & Portfolio
CIK 1629290 · latest 13F-HR filed 2026-07-29
Verde Servicos Internacionais S.A. manages $272.9K in 13F-reported U.S. long-equity assets across 49 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GLDM (17.32%), SLV (11.45%), NVDA (6.59%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 19 new positions, exited 20, added to 9, and trimmed 15.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
11 ANDAR/PARTE
SAO PAULO, D5 04538-132
$272.9K
Long-equity book
49
Distinct positions
2026-06-30
Filed 2026-07-29
+19 / −20 / ↑9 / ↓15
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ELI LILLY & CO$7.8K +421.5%
- VALE S A$1.6K +41.1%
- LATAM AIRLINES GROUP SA$1.4K +161.9%
- APPLOVIN CORP$785 +29.4%
- CAPITAL ONE FINL CORP$245 +9.9%
Top Trims
- ISHARES BITCOIN TRUST ETF-$14.2K -56.4%
- WORLD GOLD TR-$7.9K -14.3%
- PETROLEO BRASILEIRO S A-$7.4K -100.0%
- DOMINOS PIZZA INC-$4.0K -45.3%
- COCA-COLA EUROPACIFIC PARTNE-$3.7K -28.1%
New Positions
- NETFLIX INC.$12.1K
- ADVANCED MICRO DEVICES INC$11.2K
- VISA INC$9.8K
- TJX COS INC NEW$8.2K
- MICRON TECHNOLOGY INC$4.3K
Exited Positions
- ALIBABA GROUP HLDG LTD$13.2K
- CITIGROUP INC$9.1K
- MONDELEZ INTL INC$9.0K
- MICROSOFT CORP$8.9K
- GFL ENVIRONMENTAL INC$8.8K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | WORLD GOLD TR | GLDM | 98149E303 | $47.3K | 17.32% | 595,207 | SH |
| 2 | ISHARES SILVER TR | SLV | 46428Q109 | $31.2K | 11.45% | 584,327 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $18.0K | 6.59% | 89,896 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $14.5K | 5.32% | 60,879 | SH |
| 5 | NU HLDGS LTD | NU | G6683N103 | $12.5K | 4.57% | 934,210 | SH |
| 6 | NETFLIX INC. | NFLX | 64110L106 | $12.1K | 4.42% | 168,998 | SH |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $11.2K | 4.11% | 19,310 | SH |
| 8 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $11.0K | 4.03% | 330,094 | SH |
| 9 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $10.6K | 3.88% | 22,185 | SH |
| 10 | FTAI AVIATION LTD | FTAI | G3730V105 | $10.4K | 3.82% | 38,532 | SH |
| 11 | VISA INC | V | 92826C839 | $9.8K | 3.61% | 28,700 | SH |
| 12 | ELI LILLY & CO | LLY | 532457108 | $9.6K | 3.52% | 8,000 | SH |
| 13 | COCA-COLA EUROPACIFIC PARTNE | CCEP | G25839104 | $9.4K | 3.46% | 94,380 | SH |
| 14 | BOEING CO | BA | 097023105 | $9.1K | 3.32% | 41,881 | SH |
| 15 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $8.9K | 3.26% | 22,386 | SH |
| 16 | TJX COS INC NEW | TJX | 872540109 | $8.2K | 2.99% | 53,800 | SH |
| 17 | VALE S A | VALE | 91912E105 | $5.6K | 2.05% | 372,700 | SH |
| 18 | DOMINOS PIZZA INC | DPZ | 25754A201 | $4.8K | 1.77% | 16,363 | SH |
| 19 | AGI INC | AGBK | G0118C105 | $4.7K | 1.71% | 660,236 | SH |
| 20 | MICRON TECHNOLOGY INC | MU | 595112103 | $4.3K | 1.56% | 3,700 | SH |
| 21 | APPLOVIN CORP | APP | 03831W108 | $3.5K | 1.26% | 6,700 | SH |
| 22 | CAPITAL ONE FINL CORP | COF | 14040H105 | $2.7K | 0.99% | 13,500 | SH |
| 23 | LATAM AIRLINES GROUP SA | LTM | 51817R205 | $2.3K | 0.85% | 40,000 | SH |
| 24 | META PLATFORMS INC | META | 30303M102 | $1.7K | 0.62% | 3,000 | SH |
| 25 | AUNA S A | AUNA | L0415A103 | $1.6K | 0.58% | 308,208 | SH |
| 26 | FLOOR & DECOR HLDGS INC | FND | 339750101 | $1.5K | 0.57% | 26,000 | SH |
| 27 | AURA MINERALS INC | AUGO | G06973112 | $1.3K | 0.46% | 20,000 | SH |
| 28 | THE CENTRAL AND EASTERN EU I | CEE | 153436100 | $1.2K | 0.43% | 57,000 | SH |
| 29 | TELECOM ARGENTINA SA | TEO | 879273209 | $663 | 0.24% | 51,000 | SH |
| 30 | VISTA ENERGY S.A.B. DE C.V. | VIST | 92837L109 | $638 | 0.23% | 10,000 | SH |
| 31 | TEUCRIUM COMMODITY TR | CANE | 88166A409 | $636 | 0.23% | 65,000 | SH |
| 32 | ISHARES INC | EWY | 464286772 | $606 | 0.22% | 3,000 | SH |
| 33 | VANECK ETF TRUST | GDX | 92189F106 | $566 | 0.21% | 7,500 | SH |
| 34 | INFLARX NV | IFRX | N44821101 | $562 | 0.21% | 251,000 | SH |
| 35 | ISHARES INC | EZU | 464286900 | $288 | 0.11% | 78,830 | SH |
| 36 | UNITED STS OIL FD LP | USO | 91232N957 | $28 | 0.01% | 2,000 | SH |
| 37 | PETROLEO BRASILEIRO S A | PBR.A | 71654V908 | $11 | 0.00% | 9,706 | SH |
| 38 | ADVANCED MICRO DEVICES INC | AMD | 007903907 | $3 | 0.00% | 88 | SH |
| 39 | ISHARES INC | EZU | 464286952 | $3 | 0.00% | 200 | SH |
| 40 | MICRON TECHNOLOGY INC | MU | 595112903 | $3 | 0.00% | 44 | SH |
| 41 | PETROLEO BRASILEIRO S A | PBR | 71654V408 | $2 | 0.00% | 100 | SH |
| 42 | GLOBAL X FDS | HEAL | 37954Y957 | $1 | 0.00% | 500 | SH |
| 43 | INVESCO QQQ TR | QQQ | 46090E953 | $1 | 0.00% | 200 | SH |
| 44 | NETFLIX INC. | NFLX | 64110L906 | $1 | 0.00% | 608 | SH |
| 45 | STATE STR SPDR S&P 500 ETF T | XCNY | 78462F953 | $1 | 0.00% | 240 | SH |
| 46 | XP INC | XP | G98239909 | $1 | 0.00% | 429 | SH |
| 47 | EMBRAER S.A. | EMBJ | 29082A907 | $0 | 0.00% | 259 | SH |
| 48 | ISHARES INC | EZU | 464286950 | $0 | 0.00% | 0 | SH |
| 49 | PETROLEO BRASILEIRO S A | PBR.A | 71654V958 | $0 | 0.00% | 2,400 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | $272.9K | 49 | 0001629290-26-000007 |
| 2026-03-31 | 2026-04-17 | $326.4K | 50 | 0001629290-26-000004 |
| 2025-12-31 | 2026-02-06 | $311.8K | 32 | 0001629290-26-000001 |