Rio De Janeiro, D5CIK 19531544 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Booking Holdings Inc | 3.3K | $17.46M | 13.0% | −94 | Reduced |
| 2 | Mastercard Incorporated | 26.4K | $15.08M | 11.3% | −30 | Reduced |
| 3 | Transdigm Group Inc | 11.2K | $14.92M | 11.1% | −614 | Reduced |
| 4 | Taiwan Semiconductor Mfg Ltd |
| 39.6K |
| $12.03M |
| 9.0% |
| +5.3K |
| Added |
| 5 | Microsoft Corp | 24.7K | $11.94M | 8.9% | −2.0K | Reduced |
| 6 | Alphabet Inc | 35.2K | $11.01M | 8.2% | −11.9K | Reduced |
| 7 | Visa Inc | 30.6K | $10.72M | 8.0% | −4.0K | Reduced |
| 8 | Fair Isaac Corp | 6.1K | $10.31M | 7.7% | +77 | Added |
| 9 | Meta Platforms Inc | 13.1K | $8.62M | 6.4% | −1.7K | Reduced |
| 10 | Netflix Inc | 91.1K | $8.55M | 6.4% | +91.1K | New |
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