account_balance
Investment manager · 13F filer · SEC CIK 1953154
Investidor Profissional Gestao de Recursos Ltda.
Reported value$168Mas of Sep 30, 2026
Positions20 3 new, 1 sold out
Top 10 weight87.5%SPGI alone is 13%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPGIS&P Global Inc.
12.6%Added +30%
TSMTaiwan Semiconductor Manufacturing Co Ltd
11.3%Added +10%
GOOGLAlphabet Inc.
9.8%Added +107%
NUNu Holdings Ltd.
9.4%Added +214%
MAMastercard Inc
9.1%Trimmed −37%
METAMeta Platforms, Inc.
8.3%Trimmed −32%
BKNGBooking Holdings Inc.
7.8%Trimmed −16%
AMZNAmazon.com Inc
6.7%Added +96%
VVisa Inc.
6.6%Trimmed −38%
TDGTransDigm Group INC
6.0%Added +38%
MSFTMicrosoft Corp
5.6%Trimmed −22%
PGRProgressive Corp
2.7%
SPGIS&P Global Inc.
12.6%Added +30%
TSMTaiwan Semiconductor Manufacturing Co Ltd
11.3%Added +10%
GOOGLAlphabet Inc.
9.8%+107%
NUNu Holdings Ltd.
9.4%
MAMastercard Inc
9.1%
METAMeta Platforms, Inc.
8.3%−32%
BKNGBooking Holdings Inc.
7.8%−16%
AMZNAmazon.com Inc
6.7%
VVisa Inc.
6.6%
TDGTransDigm Group INC
6.0%
MSFT5.6%PGRBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPGI S&P Global Inc. 12.6% Added +30%TSM Taiwan Semiconductor Manufacturing Co Ltd 11.3% Added +10%GOOGL Alphabet Inc. 9.8% Added +107%NU Nu Holdings Ltd. 9.4% Added +214%MA Mastercard Inc 9.1% Trimmed −37%META Meta Platforms, Inc. 8.3% Trimmed −32%BKNG Booking Holdings Inc. 7.8% Trimmed −16%AMZN Amazon.com Inc 6.7% Added +96%V Visa Inc. 6.6% Trimmed −38%TDG TransDigm Group INC 6.0% Added +38%MSFT Microsoft Corp 5.6% Trimmed −22%PGR Progressive Corp 2.7% New
What changed
Biggest moves since Jun 30, 2026
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