Verde Servicos Internacionais S.A.

Q3 2026 13F-HR Holdings

Location
Sao Paulo, D5
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$293,612
Net value change ($000)
+20,679 (7.6%)
New positions
11
Sold out positions
15
Turnover %
40.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 13,988 NEW
AMAT 10,437 NEW
USO 9,177 NEW
ORLY 9,148 NEW
GFL 9,082 NEW
MDLZ 8,691 NEW
V 8,215 83.4%
MRVL 5,139 NEW
IBIT 4,638 42.2%
KWEB 3,677 NEW
Top Reduces (Value $000, Stocks/ETFs)
NU -12,481 -100.0%
CCEP -9,445 -100.0%
TJX -8,151 -100.0%
AMD -6,354 -56.6%
DPZ -4,844 -100.0%
MU -4,271 -100.0%
ISRG -3,801 -42.7%
LTM -2,331 -100.0%
FTAI -2,218 -21.3%
AGI INC -1,794 -38.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type