Verde Servicos Internacionais S.A. — 13F Holdings & Portfolio
CIK 1629290 · latest 13F-HR filed 2026-10-26
Verde Servicos Internacionais S.A. manages $293.6M in 13F-reported U.S. long-equity assets across 41 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are GLDM (16.66%), SLV (10.85%), NVDA (6.36%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 15 new positions and exited 23; 7 existing positions rose in reported value and 13 fell.
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.
Long-equity book
Distinct positions
Filed 2026-10-26
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 65.9%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Jun 9, 2026.
3600, 11? ANDAR (PARTE)
SAO PAULO 04538-132
Brazil
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CYPEL, ELEONORA, COLUSSI Control | EXECUTIVE OFFICER since Dec 2014 | Less than 5% | Individual |
| FUKUI, PEDRO Control | CHIEF COMPLIANCE OFFICER, EXECUTIVE OFFICER since Dec 2014 | Less than 5% | Individual |
| STUHLBERGER, LUIS Control | CHIEF INVESTMENT OFFICER, CHIEF EXECUTIVE OFFICER since Jan 2015 | Less than 5% | Individual |
| VERDE EMPREENDIMENTOS E PARTICIPACOES S.A. Control | SHAREHOLDER since Sep 2025 | 75% or more | Foreign Entity |
| STUHLBERGER, LUIS Control Indirect owner via VERDE EMPREENDIMENTOS E PARTICIPACOES S.A. | SHAREHOLDER since Dec 2025 | 25–50% | Individual |
| VINCI COMPASS INVESTMENTS LTD Control Indirect owner via VINCI PARTNERS INVESTIMENTOS LTDA | SHAREHOLDER since Dec 2025 | 75% or more | Foreign Entity |
| VINCI PARTNERS INVESTIMENTOS LTDA Control Indirect owner via VINCI SOLUC?ES DE INVESTIMENTOS LTDA | SHAREHOLDER since Dec 2025 | 75% or more | Foreign Entity |
| VINCI SOLUC?ES DE INVESTIMENTOS LTDA Control Indirect owner via VERDE EMPREENDIMENTOS E PARTICIPACOES S.A. | SHAREHOLDER since Dec 2025 | 50–75% | Foreign Entity |
Ownership & leadership changes · 3 filings with changes since Jun 26, 2014
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedHLS EMPREENDIMENTOS E PARTICIPA��ES LTDA. · SHAREHOLDER · 50–75% · indirect via HOLDING VERDE EMPREENDIMENTOS E PARTICIPACOES S.A. · control person · listed since Aug 2014
- No longer listedHOLDING VERDE EMPREENDIMENTOS E PARTICIPACOES S.A. · SHAREHOLDER · 75% or more · control person · listed since Aug 2014
- No longer listedSTUHLBERGER, LUIS · SHAREHOLDER · 75% or more · indirect via HLS EMPREENDIMENTOS E PARTICIPA��ES LTDA. · control person · listed since Feb 2014
- AddedSTUHLBERGER, LUIS · SHAREHOLDER · 25–50% · indirect via VERDE EMPREENDIMENTOS E PARTICIPACOES S.A. · control person
- AddedVERDE EMPREENDIMENTOS E PARTICIPACOES S.A. · SHAREHOLDER · 75% or more · control person
- AddedVINCI COMPASS INVESTMENTS LTD · SHAREHOLDER · 75% or more · indirect via VINCI PARTNERS INVESTIMENTOS LTDA · control person
- AddedVINCI PARTNERS INVESTIMENTOS LTDA · SHAREHOLDER · 75% or more · indirect via VINCI SOLUC?ES DE INVESTIMENTOS LTDA · control person
- AddedVINCI SOLUC?ES DE INVESTIMENTOS LTDA · SHAREHOLDER · 50–75% · indirect via VERDE EMPREENDIMENTOS E PARTICIPACOES S.A. · control person
- No longer listedHLS EMPREENDIMENTOS E PARTICIPA��ES S.A. · SHAREHOLDER · 75% or more · indirect via HOLDING VERDE S.A. · control person · listed since Feb 2014
- No longer listedHOLDING VERDE S.A. · SHAREHOLDER · 75% or more · control person · listed since Feb 2014
- No longer listedPARREIRAS, LUIZ, PAULO RODRIGUES · EXECUTIVE OFFICER · Less than 5% · control person · listed since Mar 2014
- No longer listedROMANO, VIRGINIA · CHIEF COMPLIANCE OFFICER, EXECUTIVE OFFICER · Less than 5% · control person · listed since Feb 2014
- No longer listedVARELA, RONALDO, ANTONIO · EXECUTIVE OFFICER · Less than 5% · control person · listed since Feb 2014
- AddedCYPEL, ELEONORA, COLUSSI · EXECUTIVE OFFICER · Less than 5% · control person
- AddedFUKUI, PEDRO · CHIEF COMPLIANCE OFFICER, EXECUTIVE OFFICER · Less than 5% · control person
- AddedHLS EMPREENDIMENTOS E PARTICIPA��ES LTDA. · SHAREHOLDER · 50–75% · indirect via HOLDING VERDE EMPREENDIMENTOS E PARTICIPACOES S.A. · control person
- AddedHOLDING VERDE EMPREENDIMENTOS E PARTICIPACOES S.A. · SHAREHOLDER · 75% or more · control person
- AddedSTUHLBERGER, LUIS · CHIEF INVESTMENT OFFICER, CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- No longer listedHOLDING VERDE EMPREENDIMENTOS E PARTICIPA��ES S.A. · SHAREHOLDER · 75% or more · control person · listed since Feb 2014
- AddedHOLDING VERDE S.A. · SHAREHOLDER · 75% or more · control person
- ListedHLS EMPREENDIMENTOS E PARTICIPA��ES S.A. · SHAREHOLDER · 75% or more · indirect via HOLDING VERDE S.A. · control person
- ListedHOLDING VERDE EMPREENDIMENTOS E PARTICIPA��ES S.A. · SHAREHOLDER · 75% or more · control person
- ListedPARREIRAS, LUIZ, PAULO RODRIGUES · EXECUTIVE OFFICER · Less than 5% · control person
- ListedROMANO, VIRGINIA · CHIEF COMPLIANCE OFFICER, EXECUTIVE OFFICER · Less than 5% · control person
- ListedSTUHLBERGER, LUIS · SHAREHOLDER · 75% or more · indirect via HLS EMPREENDIMENTOS E PARTICIPA��ES LTDA. · control person
- ListedVARELA, RONALDO, ANTONIO · EXECUTIVE OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- VISA INC$8.2M +83.4%
- ISHARES BITCOIN TRUST ETF$4.6M +42.2%
- NETFLIX INC.$800.0K +6.6%
- META PLATFORMS INC$486.0K +28.8%
- PETROLEO BRASILEIRO S A$15.0K +136.4%
Top Trims
- ADVANCED MICRO DEVICES INC-$6.4M -56.6%
- INTUITIVE SURGICAL INC-$3.8M -42.7%
- FTAI AVIATION LTD-$2.2M -21.3%
- AGI INC-$1.8M -38.4%
- APPLOVIN CORP-$1.5M -43.6%
New Positions
- ALPHABET INC$14.0M
- APPLIED MATLS INC$10.4M
- UNITED STS OIL FD LP$9.2M
- OREILLY AUTOMOTIVE INC$9.1M
- GFL ENVIRONMENTAL INC$9.1M
Exited Positions
- NU HLDGS LTD$12.5M
- COCA-COLA EUROPACIFIC PARTNE$9.4M
- TJX COS INC NEW$8.2M
- DOMINOS PIZZA INC$4.8M
- MICRON TECHNOLOGY INC$4.3M
Verde Servicos Internacionais S.A. Holdings (2026-09-30)
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 | $48.9M | 16.66% | 595,207 | SH |
| 2 | ISHARES SILVER TR | SLV | 46428Q109 | $31.9M | 10.85% | 584,327 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $18.7M | 6.36% | 81,810 | SH |
| 4 | VISA INC | V | 92826C839 | $18.1M | 6.15% | 50,266 | SH |
| 5 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $15.6M | 5.32% | 330,094 | SH |
| 6 | ALPHABET INC | GOOG | 02079K107 | $14.0M | 4.76% | 41,052 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $13.6M | 4.62% | 54,414 | SH |
| 8 | NETFLIX INC. | NFLX | 64110L106 | $12.9M | 4.38% | 184,914 | SH |
| 9 | APPLIED MATLS INC | AMAT | 038222105 | $10.4M | 3.55% | 20,409 | SH |
| 10 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $9.5M | 3.23% | 20,774 | SH |
| 11 | ELI LILLY & CO | LLY | 532457108 | $9.3M | 3.17% | 8,048 | SH |
| 12 | UNITED STS OIL FD LP | USO | 91232N207 | $9.2M | 3.13% | 63,000 | SH |
| 13 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $9.1M | 3.12% | 107,109 | SH |
| 14 | GFL ENVIRONMENTAL INC | GFL | 36168Q104 | $9.1M | 3.09% | 217,118 | SH |
| 15 | MONDELEZ INTL INC | MDLZ | 609207105 | $8.7M | 2.96% | 150,309 | SH |
| 16 | BOEING CO | BA | 097023105 | $8.4M | 2.84% | 44,899 | SH |
| 17 | FTAI AVIATION LTD | FTAI | G3730V105 | $8.2M | 2.79% | 49,129 | SH |
| 18 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $5.1M | 1.75% | 19,451 | SH |
| 19 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $5.1M | 1.74% | 12,544 | SH |
| 20 | VALE S A | VALE | 91912E105 | $5.0M | 1.70% | 372,700 | SH |
| 21 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $4.9M | 1.66% | 7,950 | SH |
| 22 | KRANESHARES TRUST | KWEB | 500767306 | $3.7M | 1.25% | 150,000 | SH |
| 23 | AGI INC | AGBK | G0118C105 | $2.9M | 0.98% | 500,000 | SH |
| 24 | META PLATFORMS INC | META | 30303M102 | $2.2M | 0.74% | 3,000 | SH |
| 25 | APPLOVIN CORP | APP | 03831W108 | $1.9M | 0.66% | 6,700 | SH |
| 26 | CAPITAL ONE FINL CORP | COF | 14040H105 | $1.9M | 0.66% | 10,000 | SH |
| 27 | KRANESHARES TRUST | KSTR | 500767694 | $1.8M | 0.60% | 80,000 | SH |
| 28 | AUNA S A | AUNA | L0415A103 | $1.5M | 0.52% | 308,208 | SH |
| 29 | FLOOR & DECOR HLDGS INC | FND | 339750101 | $1.2M | 0.41% | 26,000 | SH |
| 30 | XP INC | XP | G98239109 | $378.0K | 0.13% | 18,000 | SH |
| 31 | BRIGHTHOUSE FINL INC | BHF | 10922N103 | $349.0K | 0.12% | 7,000 | SH |
| 32 | ISHARES INC | EZU | 464286900 | $199.0K | 0.07% | 75,675 | SH |
| 33 | PETROLEO BRASILEIRO S A | PBR.A | 71654V908 | $26.0K | 0.01% | 3,300 | SH |
| 34 | XP INC | XP | G98239909 | $7.0K | 0.00% | 3,839 | SH |
| 35 | SPDR INDEX SHS FDS | XCNY | 78463X952 | $3.0K | 0.00% | 5,500 | SH |
| 36 | STATE STR SPDR S&P 500 ETF T | SPYM | 78462F953 | $2.0K | 0.00% | 165 | SH |
| 37 | UNITED STS OIL FD LP | USO | 91232N957 | $2.0K | 0.00% | 1,220 | SH |
| 38 | COINBASE GLOBAL INC | COIN | 19260Q907 | $0 | 0.00% | 260 | SH |
| 39 | ISHARES INC | EZU | 464286950 | $0 | 0.00% | 424 | SH |
| 40 | ISHARES INC | EZU | 464286956 | $0 | 0.00% | 1,000 | SH |
| 41 | STRATEGY INC | MHIFF | 594972908 | $0 | 0.00% | 238 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-26 | $293.6M | 41 | 0001629290-26-000009 |
| 2026-06-30 | 2026-07-29 | $272.9M | 49 | 0001629290-26-000007 |
| 2026-03-31 | 2026-04-17 | $326.4M | 50 | 0001629290-26-000004 |
| 2025-12-31 | 2026-02-06 | $311.8M | 32 | 0001629290-26-000001 |
11 ANDAR/PARTE
SAO PAULO, D5 04538-132