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Funds / Investidor Profissional Gestao De Recursos Ltda.
Institutional Fund

Investidor Profissional Gestao De Recursos Ltda.

Rio De Janeiro, BrazilCIK 19531545 filings on record

Portfolio Value
$155.63M
Q1 2026
Holdings
20
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+16.1%
from $133.99M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Mastercard Incorporated11.8%
  • Meta Platforms Inc11.1%
  • Booking Holdings Inc9.9%
  • Microsoft Corp9.9%
  • Visa Inc9.3%
  • Alphabet Inc7.5%
  • Other40.3%

Portfolio Holdings

20 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Mastercard Incorporated36.9K$18.42M11.8%+10.5KAdded
2Meta Platforms Inc30.3K$17.34M11.1%+17.3KAdded
3Booking Holdings Inc3.7K$15.43M9.9%+404Added
4Microsoft Corp41.7K$15.43M9.9%+17.0KAdded
5Visa Inc48.0K$14.51M9.3%+17.4KAdded
6Alphabet Inc40.7K$11.70M7.5%+5.5KAdded
7Mercadolibre Inc5.9K$10.17M6.5%+5.9KNew
8Fair Isaac Corp7.7K$8.17M5.3%+1.6KAdded
9Taiwan Semiconductor Mfg Ltd23.4K$7.92M5.1%16.1KReduced
10Transdigm Group Inc6.6K$7.69M4.9%4.6KReduced

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