VERDE SERVICOS INTERNACIONAIS S A
Q4 2024 Form 13-F
SAO PAULO, BRAZIL
CIK 0001629290
· CRD 171608
· SEC-registered investment adviser
$232.3M Reported Value Total
VERDE SERVICOS INTERNACIONAIS S.A. reports 7 total accounts under management (AUM). There are 7 discretionary accounts valued at $1,267,335,381, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
12 funds
· $2.6B gross asset value
Hedge Fund: $2.6B
Source: Form ADV filed 2026-06-09
Reported value
$232.3M
Quarter over quarter
+1.8%
Holdings
36
Top-10 concentration
68.9%
Key People
Form ADV owners & control persons
Luis Stuhlberger
SHAREHOLDER
Eleonora Colussi Cypel
EXECUTIVE OFFICER
Pedro Fukui
CHIEF COMPLIANCE OFFICER, EXECUTIVE OFFICER
Filing Navigation
13F Metrics
Loading 13F Metrics
Q4 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | January 22, 2025 |
| Form | 13F-HR |
| Reported value | $232.3M |
| Positions | 36 |
| Change in reported value | +7.8% |
| New positions | 19 |
| Exited positions | 16 |
| Position turnover | 67.3% |
| Top-10 concentration | 68.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 26, 2026
|
37 | $293.6M |
|
Q2 2026 13F
Filed Jul 29, 2026
|
41 | $272.9M |
|
Q1 2026 13F
Filed Apr 17, 2026
|
42 | $326.4M |
|
Q4 2025 13F
Filed Feb 6, 2026
|
27 | $311.8M |
|
Q3 2025 13F
Filed Nov 6, 2025
|
41 | $350.7M |
|
Q2 2025 13F
Filed Jul 24, 2025
|
33 | $228.2M |
|
Q1 2025 13F
Filed Apr 22, 2025
|
31 | $175.1M |
|
Q4 2024 13F
Filed Jan 22, 2025
|
36 | $232.3M |
|
Q3 2024 13F
Filed Oct 7, 2024
|
32 | $215.4M |
|
Q2 2024 13F
Filed Aug 5, 2024
|
26 | $216.7M |
|
Q1 2024 13F
Filed Apr 29, 2024
|
28 | $268.6M |
|
Q4 2023 13F
Filed Feb 1, 2024
|
27 | $250.2M |
|
Q3 2023 13F
Filed Nov 6, 2023
|
26 | $256.9M |
|
Q2 2023 13F
Filed Aug 7, 2023
|
23 | $401.0M |
|
Q1 2023 13F
Filed May 4, 2023
|
24 | $315.0M |
|
Q4 2022 13F
Filed Jan 24, 2023
|
23 | $289.9M |
|
Q3 2022 13F
Filed Oct 25, 2022
|
33 | $296.8M |
|
Q2 2022 13F
Filed Aug 8, 2022
|
34 | $382.0M |
|
Q1 2022 13F
Filed May 12, 2022
|
33 | $592.3M |
|
Q4 2021 13F
Filed Feb 9, 2022
|
40 | $795.0M |
24 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $25.6M | 11.01% |
| 2 | IBIT ISHARES BITCOIN TRUST ETF | $23.1M | 9.94% |
| 3 | WFC WELLS FARGO CO NEW | $21.8M | 9.38% |
| 4 | TJX TJX COS INC NEW | $15.8M | 6.78% |
| 5 | CCEP COCA-COLA EUROPACIFIC PARTNE | $14.1M | 6.08% |
| 6 | CSX CSX CORP | $13.8M | 5.92% |
| 7 | HWM HOWMET AEROSPACE INC | $12.6M | 5.42% |
| 8 | NOW SERVICENOW INC | $11.6M | 4.99% |
| 9 | AMZN AMAZON COM INC | $11.0M | 4.74% |
| 10 | TSM TAIWAN SEMICONDUCTOR MFG LTD | $10.7M | 4.62% |
| 11 | FTAI FTAI AVIATION LTD | $9.8M | 4.21% |
| 12 | SBS COMPANHIA DE SANEAMENTO BASI | $9.6M | 4.12% |
| 13 | NKE NIKE INC | $8.9M | 3.84% |
| 14 | VRT VERTIV HOLDINGS CO | $8.6M | 3.69% |
| 15 | TMO THERMO FISHER SCIENTIFIC INC | $6.9M | 2.99% |
| 16 | LLY ELI LILLY & CO | $5.8M | 2.49% |
| 17 | RSP INVESCO EXCHANGE TRADED FD T | $5.3M | 2.27% |
| 18 | XLU SELECT SECTOR SPDR TR | $3.6M | 1.53% |
| 19 | AUNA AUNA S A | $2.2M | 0.96% |
| 20 | MELI MERCADOLIBRE INC | $2.1M | 0.92% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.