account_balance
Investment manager · 13F filer · SEC CIK 2064813
Genoa Capital Gestora de Recursos Ltda.
Reported value$246Mas of Sep 30, 2026
Positions11 6 new, 3 sold out
Top 10 weight98.9%IVV alone is 47%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
IVViShares Tr
47.2%Added +25%
NVDANVIDIA Corp
12.6%Added +18%
METAMeta Platforms, Inc.
12.1%New
AMDAdvanced Micro Devices Inc
7.6%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.3%Trimmed −37%
MSFTMicrosoft Corp
4.1%New
AMATApplied Materials Inc
3.2%−50%
SOXXiShares Tr
2.6%New
GEVGE Vernova Inc.
2.6%New
MUMicron Technology Inc
2.5%
IVViShares Tr
47.2%Added +25%
NVDANVIDIA Corp
12.6%Added +18%
METAMeta Platforms, Inc.
12.1%New
AMDAdvanced Micro Devices Inc
7.6%
TSM4.3%MSFT4.1%AMAT3.2%GEVMU2.5%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
IVV iShares Tr 47.2% Added +25%
NVDA NVIDIA Corp 12.6% Added +18%META Meta Platforms, Inc. 12.1% NewAMD Advanced Micro Devices Inc 7.6% NewTSM Taiwan Semiconductor Manufacturing Co Ltd 4.3% Trimmed −37%MSFT Microsoft Corp 4.1% NewAMAT Applied Materials Inc 3.2% Trimmed −50%SOXX iShares Tr 2.6% New
GEV GE Vernova Inc. 2.6% NewMU Micron Technology Inc 2.5% Trimmed −57%INTC Intel Corp 1.1% NewWhat changed
Biggest moves since Jun 30, 2026
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