Q2 2026 13F · SEC CIK 1629290

Verde Servicos Internacionais S.A.

Hedge fundFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $272.9M
Reported positions: 46
Top holdings a year, 3 yrs: +11.9%
Assets under management: $1.2B

Verde Servicos Internacionais S.A. is a hedge fund that reported 46 positions worth $272.9M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were World Gold Tr (GLDM, 17.3%), Ishares Silver Tr (SLV, 11.4%), Nvidia Corporation Com (NVDA, 6.6%). A portfolio copying its top holdings returned 11.9% a year over the last 3 years, against 21.8% for the S&P 500.

Verde Servicos Internacionais S.A. holdings all 46 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Verde Servicos Internacionais S.A. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GLDMWorld Gold Tr	17.3%	16.9%	595,207	+0.0%	$47.3M
SLVIshares Silver Tr	11.4%	9.5%	584,327	+28.8%	$31.2M
NVDANvidia Corporation Com	6.6%	6.1%	89,896	-20.9%	$18.0M
AMZNAmazon Com Inc Com	5.3%	4.9%	60,879	-21.0%	$14.5M
NUNu Hldgs Ltd	4.6%	4.0%	934,210	+4.0%	$12.5M
NFLXNetflix Inc Total	4.4%	New	168,998	—	$12.1M
AMDAdvanced Micro Devices Inc	4.1%	New	19,310	—	$11.2M
IBITIshares Bitcoin Trust ETF	4.0%	7.7%	330,094	-49.7%	$11.0M
TSMTaiwan Semiconductor Manufac	3.9%	4.1%	22,185	-44.1%	$10.6M
FTAIFtai Aviation Ltd	3.8%	4.2%	38,532	-30.8%	$10.4M
VVisa Inc Com Cl A	3.6%	New	28,700	—	$9.8M
LLYLilly Eli & Co	3.5%	0.6%	8,000	+300.0%	$9.6M
CCEPCoca-Cola Europacific Partne	3.5%	4.0%	94,380	-34.9%	$9.4M
BABoeing Co	3.3%	2.8%	41,881	-8.3%	$9.1M
ISRGIntuitive Surgical Inc	3.3%	2.7%	22,386	+17.9%	$8.9M
TJXTjx Cos Inc New Com	3.0%	New	53,800	—	$8.2M
VALEVale S A	2.1%	1.2%	372,700	+49.3%	$5.6M
DPZDominos Pizza Inc	1.8%	2.7%	16,363	-33.7%	$4.8M
AGBKAgi Inc	1.7%	1.7%	660,236	-15.9%	$4.7M
MUMicron Technology Inc	1.6%	New	3,700	—	$4.3M
APPApplovin Corp	1.3%	0.8%	6,700	+0.0%	$3.5M
COFCapital One Financial Corp	1.0%	0.8%	13,500	+0.0%	$2.7M
LTMLatam Airlines Group-Sp ADR	0.9%	0.3%	40,000	+122.2%	$2.3M
METAMeta Platforms Inc Class A	0.6%	0.5%	3,000	+0.0%	$1.7M
AUNAAuna S A	0.6%	0.5%	308,208	+0.0%	$1.6M
FNDFloor & Decor Hldgs Inc	0.6%	0.4%	26,000	+0.0%	$1.5M
AUGOAura Minerals Inc	0.5%	1.1%	20,000	-56.4%	$1.3M
CEEThe Central and Eastern Eu I	0.4%	New	57,000	—	$1.2M
TEOTelecom Argentina	0.2%	0.2%	51,000	-15.0%	$663K
VISTVista Energy S.a.b. de C.v.	0.2%	0.2%	10,000	+25.0%	$638K
CANETeucrium Sugar Fund	0.2%	New	65,000	—	$636K
EWYIshares Inc	0.2%	New	3,000	—	$606K
GDXVaneck Gold Miners ETF	0.2%	New	7,500	—	$566K
N44821101Inflarx NV	0.2%	New	251,000	—	$562K
464286900Ishares Inc	0.1%	0.2%	78,830	-24.8%	$288K
91232N957United Sts Oil Fd LP	0.0%	0.0%	2,000	+66.7%	$28K
71654V908Petroleo Brasileiro S A	0.0%	0.0%	9,706	+194.1%	$11K
AMDAdvanced Micro Devices Inc	0.0%	New	88	—	$3K
464286952Ishares Inc	0.0%	New	200	—	$3K
595112903Micron Technology Inc	0.0%	New	44	—	$3K
PBRPetroleo Brasileiro SA - Petro	0.0%	2.3%	100	-100.0%	$2K
37954Y957Global X Fds	0.0%	New	500	—	$1K
46090E953Invesco Qqq Trust Series 1 P @ 680 Aug 2	0.0%	New	200	—	$1K
64110L906Netflix Inc.	0.0%	New	608	—	$1K
78462F953State Str Spdr S&p 500 Et	0.0%	New	240	—	$1K
G98239909Xp Inc	0.0%	New	429	—	$1K

What Verde Servicos Internacionais S.A. bought and sold in Q2 2026, against Q1 2026.

New positions

NFLX Netflix Inc Total4.4% of 13F
AMD Advanced Micro Devices Inc4.1% of 13F
V Visa Inc Com Cl A3.6% of 13F
TJX Tjx Cos Inc New Com3.0% of 13F
MU Micron Technology Inc1.6% of 13F
CEE The Central and Eastern Eu I0.4% of 13F
CANE Teucrium Sugar Fund0.2% of 13F
EWY Ishares Inc0.2% of 13F

Added to

LLY Lilly Eli & Co+300.0% shares
Petroleo Brasileiro S A+194.1% shares
LTM Latam Airlines Group-Sp ADR+122.2% shares
United Sts Oil Fd LP+66.7% shares
VALE Vale S A+49.3% shares
SLV Ishares Silver Tr+28.8% shares
VIST Vista Energy S.a.b. de C.v.+25.0% shares
ISRG Intuitive Surgical Inc+17.9% shares

Reduced

PBR Petroleo Brasileiro SA - Petro-100.0% shares
AUGO Aura Minerals Inc-56.4% shares
IBIT Ishares Bitcoin Trust ETF-49.7% shares
TSM Taiwan Semiconductor Manufac-44.1% shares
CCEP Coca-Cola Europacific Partne-34.9% shares
DPZ Dominos Pizza Inc-33.7% shares
FTAI Ftai Aviation Ltd-30.8% shares
Ishares Inc-24.8% shares

Sold out

BABA Alibaba Group Hldg Ltdwas 4.0%
C Citigroup Inc Com Newwas 2.8%
MDLZ Mondelez International Inc.was 2.7%
MSFT Microsoft Corpwas 2.7%
GFL Gfl Environmental Incwas 2.7%
FCX Freeport Mcmoran Inc Cl Bwas 1.5%
XP Xp Incwas 1.0%
TSLA Tesla Inc Comwas 0.9%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: -8.5% /yr; S&P 500 +20.1%
3 years: +11.9% /yr; S&P 500 +21.8%
5 years: +5.5% /yr; S&P 500 +11.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$272.9M	46
Q1 2026	$326.4M	44
Q4 2025	$311.8M	28
Q3 2025	$350.7M	44
Q2 2025	$228.2M	36
Q1 2025	$175.1M	31
Q4 2024	$232.3M	36
Q3 2024	$215.4M	32
Q2 2024	$211.6M	26
Q1 2024	$263.6M	28
Q4 2023	$250.2M	27
Q3 2023	$248.8M	26

Questions about Verde Servicos Internacionais S.A.'s portfolio

What stocks does Verde Servicos Internacionais S.A. own?

Verde Servicos Internacionais S.A.'s latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 46 positions worth $272.9M. The largest are World Gold Tr (GLDM) at 17.3%, Ishares Silver Tr (SLV) at 11.4%, Nvidia Corporation Com (NVDA) at 6.6%, Amazon Com Inc Com (AMZN) at 5.3% and Nu Hldgs Ltd (NU) at 4.6%.

What did Verde Servicos Internacionais S.A. buy last quarter?

In Q2 2026, Verde Servicos Internacionais S.A. added a new position in Netflix Inc Total (NFLX), a new position in Advanced Micro Devices Inc (AMD), a new position in Visa Inc Com Cl A (V), a new position in Tjx Cos Inc New Com (TJX), a new position in Micron Technology Inc (MU), Lilly Eli & Co (LLY) (+300.0% shares), Petroleo Brasileiro S A (+194.1% shares) and Latam Airlines Group-Sp ADR (LTM) (+122.2% shares), compared with its Q1 2026 filing.

What did Verde Servicos Internacionais S.A. sell last quarter?

In Q2 2026, Verde Servicos Internacionais S.A. sold all of Alibaba Group Hldg Ltd (BABA), sold all of Citigroup Inc Com New (C), sold all of Mondelez International Inc. (MDLZ), sold all of Microsoft Corp (MSFT), sold all of Gfl Environmental Inc (GFL), Petroleo Brasileiro SA - Petro (PBR) (-100.0% shares), Aura Minerals Inc (AUGO) (-56.4% shares) and Ishares Bitcoin Trust ETF (IBIT) (-49.7% shares), compared with its Q1 2026 filing.

How has Verde Servicos Internacionais S.A.'s portfolio performed?

A portfolio copying Verde Servicos Internacionais S.A.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.9% a year over the last 3 years, against +21.8% for the S&P 500. Over 1 year: -8.5% against +20.1%. Over 5 years: +5.5% a year against +11.8%.

When is Verde Servicos Internacionais S.A.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Verde Servicos Internacionais S.A.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Verde Servicos Internacionais S.A. manage?

Verde Servicos Internacionais S.A. reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $272.9M.