Sao Paulo, D5CIK 20288285 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
46 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nrg Energy Inc | 244.1K | $38.87M | 7.3% | +124.1K | Added |
| 2 | Albemarle Corp | 152.6K | $21.58M | 4.0% | +152.6K | New |
| 3 | Nextracker Inc | 244.1K | $21.26M | 4.0% | +244.1K | New |
| 4 | Sociedad Quimica Y Minera De |
| 305.1K |
| $20.99M |
| 3.9% |
| +305.1K |
| New |
| 5 | Lumentum Hldgs Inc | 54.9K | $20.24M | 3.8% | +54.9K | New |
| 6 | Echostar Corp | 183.1K | $19.90M | 3.7% | +183.1K | New |
| 7 | Parker-Hannifin Corp | 21.4K | $18.77M | 3.5% | +21.4K | New |
| 8 | Invesco Exch Traded Fd Tr II | 366.2K | $17.99M | 3.4% | +366.2K | New |
| 9 | Sharkninja Inc | 152.6K | $17.07M | 3.2% | +152.6K | New |
| 10 | Hut 8 Corp | 366.2K | $16.82M | 3.1% | −53.8K | Reduced |
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