VERDE SERVICOS INTERNACIONAIS S A
Q1 2023 Form 13-F
SAO PAULO, BRAZIL
CIK 0001629290
· CRD 171608
· SEC-registered investment adviser
$315.0M Reported Value Total
VERDE SERVICOS INTERNACIONAIS S.A. reports 7 total accounts under management (AUM). There are 7 discretionary accounts valued at $1,576,811,138, 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
$315.0M
Quarter over quarter
+4.1%
Holdings
24
Top-10 concentration
74.1%
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
Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | May 04, 2023 |
| Form | 13F-HR |
| Reported value | $315.0M |
| Positions | 24 |
| Change in reported value | +8.7% |
| New positions | 16 |
| Exited positions | 23 |
| Position turnover | 83.0% |
| Top-10 concentration | 74.1% |
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 · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | ABX BARRICK GOLD CORP | $73.2M | 23.25% |
| 2 | TMUS T-MOBILE US INC | $25.5M | 8.09% |
| 3 | V VISA INC | $20.1M | 6.37% |
| 4 | MSFT MICROSOFT CORP | $19.6M | 6.21% |
| 5 | LOW LOWES COS INC | $19.5M | 6.2% |
| 6 | UBS UBS GROUP AG | $18.7M | 5.95% |
| 7 | LNG CHENIERE ENERGY INC | $15.2M | 4.84% |
| 8 | AAPL APPLE INC | $14.0M | 4.45% |
| 9 | TSM TAIWAN SEMICONDUCTOR MFG LTD | $13.9M | 4.41% |
| 10 | RSG REPUBLIC SVCS INC | $13.6M | 4.32% |
| 11 | BKNG BOOKING HOLDINGS INC | $13.1M | 4.16% |
| 12 | MDLZ MONDELEZ INTL INC | $13.1M | 4.16% |
| 13 | NOW SERVICENOW INC | $13.0M | 4.12% |
| 14 | DG DOLLAR GEN CORP NEW | $12.3M | 3.89% |
| 15 | HWM HOWMET AEROSPACE INC | $6.5M | 2.06% |
| 16 | ADI ANALOG DEVICES INC | $6.5M | 2.05% |
| 17 | OKTA 0.125 09/01/25 OKTA INC | $6.3M | 2.01% |
| 18 | MELI MERCADOLIBRE INC | $4.0M | 1.28% |
| 19 | NU NU HLDGS LTD | $2.4M | 0.76% |
| 20 | OKTA 0.375 06/15/26 OKTA INC | $1.7M | 0.55% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.