Sao Paulo, D5CIK 206481313 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
14 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 187.5K | $34.96M | 22.2% | +187.5K | New Position |
| 2 | Microsoft Corp | 54.3K | $26.24M | 16.6% | +54.3K | New Position |
| 3 | Applied Matls Inc | 75.5K | $19.40M | 12.3% | +75.5K | New Position |
| 4 |
| 71.6K |
| $16.52M |
| 10.5% |
| +71.6K |
| New Position |
| 5 | Talen Energy Corp | 35.1K | $13.17M | 8.3% | +35.1K | New Position |
| 6 | Taiwan Semiconductor Mfg Ltd | 41.4K | $12.58M | 8.0% | +41.4K | New Position |
| 7 | Capital One Finl Corp | 29.6K | $7.17M | 4.5% | +29.6K | New Position |
| 8 | Uber Technologies Inc | 75.7K | $6.19M | 3.9% | +75.7K | New Position |
| 9 | Wells Fargo Co New | 51.5K | $4.80M | 3.0% | +51.5K | New Position |
| 10 | Ishares Tr | 6.3K | $4.30M | 2.7% | +6.3K | New Position |
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