Q3 2026 13F · SEC CIK 1629290
Verde Servicos Internacionais S.A.
Hedge fundFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $293.6M
- Reported positions
- 37
- Top holdings a year, 3 yrs
- +11.9%
- Assets under management
- $1.2B
Verde Servicos Internacionais S.A. is a hedge fund that reported 37 positions worth $293.6M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were World Gold Tr (GLDM, 16.7%), Ishares Silver Tr (SLV, 10.8%), Nvidia Corporation (NVDA, 6.4%). 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 37 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 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.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| GLDMWorld Gold Tr | 16.7% | +0.0% | $48.9M |
| SLVIshares Silver Tr | 10.8% | +0.0% | $31.9M |
| NVDANvidia Corporation | 6.4% | -9.0% | $18.7M |
| VVisa Inc | 6.2% | +75.1% | $18.1M |
| IBITIshares Bitcoin Trust ETF | 5.3% | +0.0% | $15.6M |
| GOOGAlphabet Inc | 4.8% | — | $14.0M |
| AMZNAmazon Com Inc | 4.6% | -10.6% | $13.6M |
| NFLXNetflix Inc. | 4.4% | +9.4% | $12.9M |
| AMATApplied Matls Inc | 3.6% | — | $10.4M |
| TSMTaiwan Semiconductor Manufac | 3.2% | -6.4% | $9.5M |
| LLYEli Lilly & Co | 3.2% | +0.6% | $9.3M |
| USOUnited Sts Oil Fd LP | 3.1% | — | $9.2M |
| ORLYOreilly Automotive Inc | 3.1% | — | $9.1M |
| GFLGfl Environmental Inc | 3.1% | — | $9.1M |
| MDLZMondelez International | 3.0% | — | $8.7M |
| BABoeing Co | 2.8% | +7.2% | $8.4M |
| FTAIFtai Aviation Ltd | 2.8% | +27.5% | $8.2M |
| MRVLMarvell Technology Inc | 1.8% | — | $5.1M |
| ISRGIntuitive Surgical Inc | 1.7% | -44.0% | $5.1M |
| VALEVale S A | 1.7% | +0.0% | $5.0M |
| AMDAdvanced Micro Devices Inc | 1.7% | -58.8% | $4.9M |
| KWEBKraneshares Trust | 1.3% | — | $3.7M |
| AGBKAgi Inc | 1.0% | -24.3% | $2.9M |
| METAMeta Platforms Inc | 0.7% | +0.0% | $2.2M |
| APPApplovin Corp | 0.7% | +0.0% | $1.9M |
| COFCapital One Finl Corp | 0.7% | -25.9% | $1.9M |
| KSTRKraneshares Trust | 0.6% | — | $1.8M |
| AUNAAuna S A | 0.5% | +0.0% | $1.5M |
| FNDFloor & Decor Hldgs Inc | 0.4% | +0.0% | $1.2M |
| XPXp Inc | 0.1% | — | $378K |
| BHFBrighthouse Finl Inc | 0.1% | — | $349K |
| 464286900Ishares Inc | 0.1% | -4.0% | $199K |
| 71654V908Petroleo Brasileiro S A | 0.0% | -66.0% | $26K |
| G98239909Xp Inc | 0.0% | +794.9% | $7K |
| 78463X952Spdr Index Shs Fds | 0.0% | — | $3K |
| 78462F953State Str Spdr S&p 500 ETF T | 0.0% | -31.3% | $2K |
| 91232N957United Sts Oil Fd LP | 0.0% | -39.0% | $2K |
What Verde Servicos Internacionais S.A. bought and sold in Q3 2026, against Q2 2026.
New positions
- GOOG Alphabet Inc4.8% of 13F
- AMAT Applied Matls Inc3.6% of 13F
- USO United Sts Oil Fd LP3.1% of 13F
- ORLY Oreilly Automotive Inc3.1% of 13F
- GFL Gfl Environmental Inc3.1% of 13F
- MDLZ Mondelez International3.0% of 13F
- MRVL Marvell Technology Inc1.8% of 13F
- KWEB Kraneshares Trust1.3% of 13F
Added to
- Xp Inc+794.9% shares
- V Visa Inc+75.1% shares
- FTAI Ftai Aviation Ltd+27.5% shares
- NFLX Netflix Inc.+9.4% shares
- BA Boeing Co+7.2% shares
Reduced
- Petroleo Brasileiro S A-66.0% shares
- AMD Advanced Micro Devices Inc-58.8% shares
- ISRG Intuitive Surgical Inc-44.0% shares
- United Sts Oil Fd LP-39.0% shares
- State Str Spdr S&p 500 ETF T-31.3% shares
- COF Capital One Finl Corp-25.9% shares
- AGBK Agi Inc-24.3% shares
- AMZN Amazon Com Inc-10.6% shares
Sold out
- NU Nu Hldgs Ltdwas 4.6%
- CCEP Coca-Cola Europacific Partnewas 3.5%
- TJX Tjx Cos Inc Newwas 3.0%
- DPZ Dominos Pizza Incwas 1.8%
- MU Micron Technology Incwas 1.6%
- LTM Latam Airlines Gwas 0.9%
- AUGO Aura Minerals Incwas 0.5%
- CEE The Central and Eastern Eu Iwas 0.4%
Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $293.6M | 37 |
| 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 |
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 Q3 2026 and filed Oct 26, 2026, lists 37 positions worth $293.6M. The largest are World Gold Tr (GLDM) at 16.7%, Ishares Silver Tr (SLV) at 10.8%, Nvidia Corporation (NVDA) at 6.4%, Visa Inc (V) at 6.2% and Ishares Bitcoin Trust ETF (IBIT) at 5.3%.
What did Verde Servicos Internacionais S.A. buy last quarter?
In Q3 2026, Verde Servicos Internacionais S.A. added a new position in Alphabet Inc (GOOG), a new position in Applied Matls Inc (AMAT), a new position in United Sts Oil Fd LP (USO), a new position in Oreilly Automotive Inc (ORLY), a new position in Gfl Environmental Inc (GFL), Xp Inc (+794.9% shares), Visa Inc (V) (+75.1% shares) and Ftai Aviation Ltd (FTAI) (+27.5% shares), compared with its Q2 2026 filing.
What did Verde Servicos Internacionais S.A. sell last quarter?
In Q3 2026, Verde Servicos Internacionais S.A. sold all of Nu Hldgs Ltd (NU), sold all of Coca-Cola Europacific Partne (CCEP), sold all of Tjx Cos Inc New (TJX), sold all of Dominos Pizza Inc (DPZ), sold all of Micron Technology Inc (MU), Petroleo Brasileiro S A (-66.0% shares), Advanced Micro Devices Inc (AMD) (-58.8% shares) and Intuitive Surgical Inc (ISRG) (-44.0% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $293.6M.