S?O Paulo, D5CIK 17665614 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Booking Holdings Inc | 1.0K | $5.4K | 11.2% | +254 | Added |
| 2 | Zoetis Inc | 31.2K | $3.9K | 8.1% | +10.4K | Added |
| 3 | Msci Inc | 6.6K | $3.8K | 7.9% | +52 | Added |
| 4 | Microsoft Corp |
| 7.3K |
| $3.5K |
| 7.3% |
| −3.3K |
| Reduced |
| 5 | Airbnb Inc | 23.4K | $3.2K | 6.6% | −4.2K | Reduced |
| 6 | Equifax Inc | 13.4K | $2.9K | 6.0% | −472 | Reduced |
| 7 | Visa Inc | 7.4K | $2.6K | 5.3% | −1.4K | Reduced |
| 8 | Mastercard Incorporated | 4.5K | $2.5K | 5.3% | +439 | Added |
| 9 | Disney Walt Co | 22.2K | $2.5K | 5.2% | −3.8K | Reduced |
| 10 | Moodys Corp | 4.6K | $2.4K | 4.9% | +4.5K | Added |
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