Verde Servicos Internacionais S.A.
•CIK: 1629290•Filing: Q4 2025
**Verde Servicos Internacionais S.A.** manages $312M across a diversified portfolio of 28 positions. The fund exhibits a notable allocation to digital assets, with IBIT representing the largest holding at $65.9M. Significant exposure is also maintained in technology and semiconductor leaders, including NVDA ($19.3M), MSFT ($18.8M), and TSM ($14.6M). This structure suggests a strategic tilt toward high-growth, digitally-enabled sectors.
Total AUM
$311.8M
QoQ Performance
-11.1%
Positions
25
Top 10 Concentration
72.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IBIT
GLDM
NVDA
MSFT
AMZN
FTAI
IBIT21.1%
GLDM10.0%
NVDA6.2%
MSFT6.0%
AMZN5.6%
FTAI5.5%
TSM4.7%
GFL4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.5%
Technology15.4%
Consumer12.5%
Consumer Staples4.3%
Financial3.4%
Industrial3.1%
🚪 Exited Positionssold since Q3 2025
+21 more exited positions
Changes from Q3 2025
NEW10 new positions
↑7 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023