Verde Servicos Internacionais

SAO PAULO, D5files as Verde Servicos Internacionais S.A.

$273m in 48 US stocks at the end of 30 June 2026. The top 10 are 65.5% of the money. It changed about 28.5% of the portfolio this quarter.

Value

$273m

Stocks

Top 10 share

65.5%

Turnover

28.5%

What changed this quarter

New

Bought for the first time this quarter.

NetflixNFLX
4.4% of the fund
Advanced Micro DevicesAMD
4.1% of the fund
VisaV
3.6% of the fund
TJX CompaniesTJX
3.0% of the fund
Micron TechnologyMU
1.6% of the fund
Central & Eastern Europe FundCEE
0.4% of the fund
Teucrium Commodity TRCANE
0.2% of the fund
IsharesEWY
0.2% of the fund
Vaneck ETF TrustGDX
0.2% of the fund
InflaRxIFRX
0.2% of the fund
Advanced Micro Devices
<0.1% of the fund
Ishares
<0.1% of the fund
Global X FDS
<0.1% of the fund
Invesco QQQ TR
<0.1% of the fund
Netflix
<0.1% of the fund
State STR Spdr S&P 500 ETF T
<0.1% of the fund
XP
<0.1% of the fund
Embraer
0.0% of the fund

Added

Bought more of a stock they already held.

Ishares Silver TRSLV
11.4% of the fund
+29%
Nu HoldingsNU
4.6% of the fund
+4%
Eli LillyLLY
3.5% of the fund
+300%
Intuitive SurgicalISRG
3.3% of the fund
+18%
Vale S AVALE
2.1% of the fund
+49%
Latam Airlines Group SALTM
0.9% of the fund
+122%
Vista Energy S.A.B. de C.V.VIST
0.2% of the fund
+25%
United STS Oil FD LP
<0.1% of the fund
+67%
Petroleo Brasileiro S A
<0.1% of the fund
+194%

Cut

Sold some of their stake.

NvidiaNVDA
6.6% of the fund
-21%
Amazon.comAMZN
5.3% of the fund
-21%
Ishares Bitcoin Trust ETFIBIT
4.0% of the fund
-50%
Taiwan Semiconductor ManufacturingTSM
3.9% of the fund
-44%
FTAI AviationFTAI
3.8% of the fund
-31%
Coca-Cola Europacific PartnersCCEP
3.5% of the fund
-35%
BoeingBA
3.3% of the fund
-8%
Dominos PizzaDPZ
1.8% of the fund
-34%
AGIAGBK
1.7% of the fund
-16%
Aura MineralsAUGO
0.5% of the fund
-56%
Telecom Argentina SATEO
0.2% of the fund
-15%
Ishares
0.1% of the fund
-25%
Micron Technology
<0.1% of the fund
-78%
Petrobras - Petroleo Brasileiro SAPBR
<0.1% of the fund
-100%

Sold out

Sold their entire stake.

Alibaba Group HldgBABA
-100%
CitigroupC
-100%
Mondelez InternationalMDLZ
-100%
MicrosoftMSFT
-100%
GFL EnvironmentalGFL
-100%
Freeport-McMoRanFCX
-100%
XPXP
-100%
TeslaTSLA
-100%
Kraneshares TrustKWEB
-100%
Grupo Financiero Galicia S.AGGAL
-100%
Irsa Inversiones Y REP S AIRS
-100%
IsharesEWZ
-100%
StoneCoSTNE
-100%
Meta Platforms
-100%
Ishares TR
-100%
Tesla
-100%
Kraneshares Trust
-100%
State STR Spdr S&P 500 ETF T
-100%
NU Hldgs
-100%
Aura Minerals
-100%

Holdings

World Gold TRGLDM
Share
17.3%
Value
$47m
Shares
595,207
Held
Ishares Silver TRSLV
Share
11.4%
Value
$31m
Shares
584,327
+29%
NvidiaNVDA
Share
6.6%
Value
$18m
Shares
89,896
-21%
Amazon.comAMZN
Share
5.3%
Value
$15m
Shares
60,879
-21%
Nu HoldingsNU
Share
4.6%
Value
$12m
Shares
934,210
+4%
NetflixNFLX
Share
4.4%
Value
$12m
Shares
168,998
New
Advanced Micro DevicesAMD
Share
4.1%
Value
$11m
Shares
19,310
New
Ishares Bitcoin Trust ETFIBIT
Share
4.0%
Value
$11m
Shares
330,094
-50%
Taiwan Semiconductor ManufacturingTSM
Share
3.9%
Value
$11m
Shares
22,185
-44%
FTAI AviationFTAI
Share
3.8%
Value
$10m
Shares
38,532
-31%
VisaV
Share
3.6%
Value
$10m
Shares
28,700
New
Eli LillyLLY
Share
3.5%
Value
$10m
Shares
8,000
+300%
Coca-Cola Europacific PartnersCCEP
Share
3.5%
Value
$9m
Shares
94,380
-35%
BoeingBA
Share
3.3%
Value
$9m
Shares
41,881
-8%
Intuitive SurgicalISRG
Share
3.3%
Value
$9m
Shares
22,386
+18%
TJX CompaniesTJX
Share
3.0%
Value
$8m
Shares
53,800
New
Vale S AVALE
Share
2.1%
Value
$6m
Shares
372,700
+49%
Dominos PizzaDPZ
Share
1.8%
Value
$5m
Shares
16,363
-34%
AGIAGBK
Share
1.7%
Value
$5m
Shares
660,236
-16%
Micron TechnologyMU
Share
1.6%
Value
$4m
Shares
3,700
New
AppLovinAPP
Share
1.3%
Value
$3m
Shares
6,700
Held
Capital One FinancialCOF
Share
1.0%
Value
$3m
Shares
13,500
Held
Latam Airlines Group SALTM
Share
0.9%
Value
$2m
Shares
40,000
+122%
Meta PlatformsMETA
Share
0.6%
Value
$2m
Shares
3,000
Held
AunaAUNA
Share
0.6%
Value
$2m
Shares
308,208
Held
Floor & Decor HoldingsFND
Share
0.6%
Value
$2m
Shares
26,000
Held
Aura MineralsAUGO
Share
0.5%
Value
$1m
Shares
20,000
-56%
Central & Eastern Europe FundCEE
Share
0.4%
Value
$1m
Shares
57,000
New
Telecom Argentina SATEO
Share
0.2%
Value
$663,000
Shares
51,000
-15%
Vista Energy S.A.B. de C.V.VIST
Share
0.2%
Value
$638,000
Shares
10,000
+25%
Teucrium Commodity TRCANE
Share
0.2%
Value
$636,000
Shares
65,000
New
IsharesEWY
Share
0.2%
Value
$606,000
Shares
3,000
New
Vaneck ETF TrustGDX
Share
0.2%
Value
$566,000
Shares
7,500
New
InflaRxIFRX
Share
0.2%
Value
$562,000
Shares
251,000
New
Ishares
Share
0.1%
Value
$288,000
Shares
78,830
-25%
United STS Oil FD LP
Share
<0.1%
Value
$28,000
Shares
2,000
+67%
Petroleo Brasileiro S A
Share
<0.1%
Value
$11,000
Shares
9,706
+194%
Advanced Micro Devices
Share
<0.1%
Value
$3,000
Shares
88
New
Ishares
Share
<0.1%
Value
$3,000
Shares
200
New
Micron Technology
Share
<0.1%
Value
$3,000
Shares
44
-78%
Petrobras - Petroleo Brasileiro SAPBR
Share
<0.1%
Value
$2,000
Shares
100
-100%
Global X FDS
Share
<0.1%
Value
$1,000
Shares
500
New
Invesco QQQ TR
Share
<0.1%
Value
$1,000
Shares
200
New
Netflix
Share
<0.1%
Value
$1,000
Shares
608
New
State STR Spdr S&P 500 ETF T
Share
<0.1%
Value
$1,000
Shares
240
New
XP
Share
<0.1%
Value
$1,000
Shares
429
New
Embraer
Share
0.0%
Value
$0
Shares
259
New
Petroleo Brasileiro S A
Share
0.0%
Value
$0
Shares
2,400
Held

Company	Share of fund	Value	Shares	Change
World Gold TRGLDM	17.3%	$47m	595,207	Held
Ishares Silver TRSLV	11.4%	$31m	584,327	+29%
NvidiaNVDA	6.6%	$18m	89,896	-21%
Amazon.comAMZN	5.3%	$15m	60,879	-21%
Nu HoldingsNU	4.6%	$12m	934,210	+4%
NetflixNFLX	4.4%	$12m	168,998	New
Advanced Micro DevicesAMD	4.1%	$11m	19,310	New
Ishares Bitcoin Trust ETFIBIT	4.0%	$11m	330,094	-50%
Taiwan Semiconductor ManufacturingTSM	3.9%	$11m	22,185	-44%
FTAI AviationFTAI	3.8%	$10m	38,532	-31%
VisaV	3.6%	$10m	28,700	New
Eli LillyLLY	3.5%	$10m	8,000	+300%
Coca-Cola Europacific PartnersCCEP	3.5%	$9m	94,380	-35%
BoeingBA	3.3%	$9m	41,881	-8%
Intuitive SurgicalISRG	3.3%	$9m	22,386	+18%
TJX CompaniesTJX	3.0%	$8m	53,800	New
Vale S AVALE	2.1%	$6m	372,700	+49%
Dominos PizzaDPZ	1.8%	$5m	16,363	-34%
AGIAGBK	1.7%	$5m	660,236	-16%
Micron TechnologyMU	1.6%	$4m	3,700	New
AppLovinAPP	1.3%	$3m	6,700	Held
Capital One FinancialCOF	1.0%	$3m	13,500	Held
Latam Airlines Group SALTM	0.9%	$2m	40,000	+122%
Meta PlatformsMETA	0.6%	$2m	3,000	Held
AunaAUNA	0.6%	$2m	308,208	Held
Floor & Decor HoldingsFND	0.6%	$2m	26,000	Held
Aura MineralsAUGO	0.5%	$1m	20,000	-56%
Central & Eastern Europe FundCEE	0.4%	$1m	57,000	New
Telecom Argentina SATEO	0.2%	$663,000	51,000	-15%
Vista Energy S.A.B. de C.V.VIST	0.2%	$638,000	10,000	+25%
Teucrium Commodity TRCANE	0.2%	$636,000	65,000	New
IsharesEWY	0.2%	$606,000	3,000	New
Vaneck ETF TrustGDX	0.2%	$566,000	7,500	New
InflaRxIFRX	0.2%	$562,000	251,000	New
Ishares	0.1%	$288,000	78,830	-25%
United STS Oil FD LP	<0.1%	$28,000	2,000	+67%
Petroleo Brasileiro S A	<0.1%	$11,000	9,706	+194%
Advanced Micro Devices	<0.1%	$3,000	88	New
Ishares	<0.1%	$3,000	200	New
Micron Technology	<0.1%	$3,000	44	-78%
Petrobras - Petroleo Brasileiro SAPBR	<0.1%	$2,000	100	-100%
Global X FDS	<0.1%	$1,000	500	New
Invesco QQQ TR	<0.1%	$1,000	200	New
Netflix	<0.1%	$1,000	608	New
State STR Spdr S&P 500 ETF T	<0.1%	$1,000	240	New
XP	<0.1%	$1,000	429	New
Embraer	0.0%	$0	259	New
Petroleo Brasileiro S A	0.0%	$0	2,400	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 19.6% since 30 June 2025.

Where the money is

Technology20.0%

Financial services10.9%

Retail & consumer10.6%

Health care7.6%

Media & telecom6.5%

Everyday goods3.5%

Industrials3.3%

Materials0.5%

Energy0.0%

Other37.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.