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Verde Servicos Internacionais S.A.

CIK 1629290 · latest 13F filed 26 October 2026 · Read the filing on EDGAR

Verde Servicos Internacionais S.A. reported 41 US-listed holdings worth $293.6 million in its 13F for the quarter ended 30 September 2026, filed 26 October 2026. Its largest: SPDR Gold MiniShares (16.7%), iShares Silver Trust (10.8%) and NVIDIA Corp. (6.4%). Against the quarter before, it opened 15 positions, added to 7, trimmed 11 and sold out of 23.

Reported holdings$293.6M+7.6% on Q2 2026
Positions41-8 on Q2 2026
The largest ten65.9%of its reported holdings
Latest 13FQ3 2026filed 26 October 2026
Where the money is
OpenedAdded toHeldTrimmed
GLDM16.7%SLV10.8%NVDA6.4%V6.2%IBIT5.3%GOOG4.8%AMZN4.6%NFLX4.4%AMAT3.6%TSM3.2%LLY3.2%USO3.1%ORLY3.1%GFL3.1%23 more21.6%

The 14 largest of its 37 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $215.4 million in 33 positions$215MQ3 24Q4 2024: $232.3 million in 36 positions$232MQ4 24Q1 2025: $175.1 million in 34 positions$175MQ1 25Q2 2025: $228.2 million in 41 positions$228MQ2 25Q3 2025: $350.7 million in 49 positions$351MQ3 25Q4 2025: $311.8 million in 32 positions$312MQ4 25Q1 2026: $326.4 million in 50 positions$326MQ1 26Q2 2026: $272.9 million in 49 positions$273MQ2 26Q3 2026: $293.6 million in 41 positions$294MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned -4.0% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings -4.0%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 15Added 7Held 8Trimmed 11Sold out 23
Opened: 15Added: 7Held: 8Trimmed: 11Sold out: 23

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 15

  1. Alphabet Inc. GOOG$14.0 million
  2. Applied Materials Inc. AMAT$10.4 million
  3. United STS Oil FD LP USO$9.2 million
  4. O'Reilly Automotive, Inc. ORLY$9.1 million
  5. GFL Environmental Inc. GFL$9.1 million
  6. Mondelez International, Inc. MDLZ$8.7 million
  7. Marvell Technology, Inc. MRVL$5.1 million
  8. KraneShares Trust KWEB$3.7 million

and 7 more in the table below

Added to 7

  1. Visa Inc. V+21,566 shares · +75%
  2. Ftai Aviation Ltd FTAI+10,597 shares · +28%
  3. Netflix Inc. NFLX+15,916 shares · +9%
  4. Boeing Co. BA+3,018 shares · +7%
  5. Eli Lilly & Co. LLY+48 shares · +1%
  6. XP Inc.+3,410 shares · +795%
  7. iShares Inc.+424 shares

Trimmed 11

  1. Advanced Micro Devices Inc. AMD-11,360 shares · -59%
  2. Intuitive Surgical Inc. ISRG-9,842 shares · -44%
  3. NVIDIA Corp. NVDA-8,086 shares · -9%
  4. Amazon.com Inc. AMZN-6,465 shares · -11%
  5. Agi Inc. AGBK-160,236 shares · -24%
  6. Capital One Financial Corp. COF-3,500 shares · -26%
  7. Taiwan Semiconductor Manufacturing Company Limited TSM-1,411 shares · -6%
  8. Petroleo Brasileiro SA Petro-6,406 shares · -66%

and 3 more in the table below

Sold out of 23

  1. Nu Holdings Ltd. NU$12.5 million last quarter
  2. Coca-Cola Europacific Partners plc CCEP$9.4 million last quarter
  3. TJX Companies Inc. TJX$8.2 million last quarter
  4. Domino's Pizza, Inc. DPZ$4.8 million last quarter
  5. Micron Technology Inc. MU$4.3 million last quarter
  6. Latam Airlines Group SA LTM$2.3 million last quarter
  7. Aura Minerals Inc. AUGO$1.3 million last quarter
  8. Central &amp Eastern Europe FD CEE$1.2 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
SPDR Gold MiniShares GLDM595.2K$48.9 million16.66%no change
iShares Silver Trust SLV584.3K$31.9 million10.85%no change
NVIDIA Corp. NVDA81.8K$18.7 million6.36%-8.1K
Visa Inc. V50.3K$18.1 million6.15%+21.6K
iShares Bitcoin Trust ETF IBIT330.1K$15.6 million5.32%no change
Alphabet Inc. GOOG41.1K$14.0 million4.76%new
Amazon.com Inc. AMZN54.4K$13.6 million4.62%-6.5K
Netflix Inc. NFLX184.9K$12.9 million4.38%+15.9K
Applied Materials Inc. AMAT20.4K$10.4 million3.55%new
Taiwan Semiconductor Manufacturing Company Limited TSM20.8K$9.5 million3.23%-1.4K
Eli Lilly & Co. LLY8.0K$9.3 million3.17%+48
United STS Oil FD LP USO63.0K$9.2 million3.13%new
O'Reilly Automotive, Inc. ORLY107.1K$9.1 million3.12%new
GFL Environmental Inc. GFL217.1K$9.1 million3.09%new
Mondelez International, Inc. MDLZ150.3K$8.7 million2.96%new
Boeing Co. BA44.9K$8.4 million2.84%+3.0K
Ftai Aviation Ltd FTAI49.1K$8.2 million2.79%+10.6K
Marvell Technology, Inc. MRVL19.5K$5.1 million1.75%new
Intuitive Surgical Inc. ISRG12.5K$5.1 million1.74%-9.8K
Vale S.A. VALE372.7K$5.0 million1.70%no change
Advanced Micro Devices Inc. AMD8.0K$4.9 million1.66%-11.4K
KraneShares Trust KWEB150.0K$3.7 million1.25%new
Agi Inc. AGBK500.0K$2.9 million0.98%-160.2K
Meta Platforms, Inc. META3.0K$2.2 million0.74%no change
AppLovin Corp. APP6.7K$1.9 million0.66%no change
Capital One Financial Corp. COF10.0K$1.9 million0.66%-3.5K
Star Market 50 Index KSTR80.0K$1.8 million0.60%new
Auna S A AUNA308.2K$1.5 million0.52%no change
Floor & Decor Holdings, Inc. FND26.0K$1.2 million0.41%no change
XP Inc. XP18.0K$378,0000.13%new
Brighthouse Financial, Inc. BHF7.0K$349,0000.12%new
iShares Inc.75.7K$199,0000.07%-3.2K
Petroleo Brasileiro SA Petro3.3K$26,0000.01%-6.4K
XP Inc.3.8K$7,0000.00%+3.4K
SPDR Index SHS FDS5.5K$3,0000.00%new
United STS Oil FD LP1.2K$2,0000.00%-780
SPDR S&P 500 ETF Trust165$2,0000.00%-75
iShares Inc.424$00.00%+424
Coinbase Global Inc.260$00.00%new
iShares Inc.1.0K$00.00%new
Microstrategy Inc.238$00.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 23 it sold out of are in the box above.