Filed: 5/12/2026ACC: 0001953154-26-000002
📋 What this filing means
INVESTIDOR PROFISSIONAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $305.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$305.83M
Total AUM (reported)
837.26K
Total Shares
Allocation by class
UNIT SER 1$83.29M27.2%
COM$74.36M24.3%
TR UNIT$62.43M20.4%
CL A$37.35M12.2%
COM CL A$17.02M5.6%
CAP STK CL A$13.03M4.3%
SPONSORED ADS$8.39M2.7%
Portfolio Concentration
Top 3$164.14M53.7%
4–10$96.26M31.5%
11–25$45.42M14.9%
Top 3 weight
53.7%
Top 10 weight
85.1%
Voting Authority Distribution
Total shares with voting rights: 837.26K
Sole
Full voting authority
837.26K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
INVESCO QQQ TR
SOLEShares144.30K
TypeSH
Market value$83.29M
27.23%
Sole
144.30K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares96K
TypeSH
Market value$62.43M
20.41%
Sole
96K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares36.87K
TypeSH
Market value$18.42M
6.02%
Sole
36.87K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares31.82K
TypeSH
Market value$18.20M
5.95%
Sole
31.82K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares44.68K
TypeSH
Market value$16.54M
5.41%
Sole
44.68K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares3.67K
TypeSH
Market value$15.43M
5.05%
Sole
3.67K
Shared
0.00
None
0.00
VISA INC
SOLEShares47.99K
TypeSH
Market value$14.51M
4.74%
Sole
47.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares45.30K
TypeSH
Market value$13.03M
4.26%
Sole
45.30K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares5.88K
TypeSH
Market value$10.17M
3.32%
Sole
5.88K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares24.83K
TypeSH
Market value$8.39M
2.74%
Sole
24.83K
Shared
0.00
None
0.00
FAIR ISAAC CORP
SOLEShares7.66K
TypeSH
Market value$8.17M
2.67%
Sole
7.66K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares6.63K
TypeSH
Market value$7.69M
2.51%
Sole
6.63K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares29.52K
TypeSH
Market value$6.15M
2.01%
Sole
29.52K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares44.97K
TypeSH
Market value$4.32M
1.41%
Sole
44.97K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.48K
TypeSH
Market value$4.06M
1.33%
Sole
8.48K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares8.50K
TypeSH
Market value$3.62M
1.18%
Sole
8.50K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares209.88K
TypeSH
Market value$3.02M
0.99%
Sole
209.88K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares14.52K
TypeSH
Market value$2.88M
0.94%
Sole
14.52K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares19.93K
TypeSH
Market value$2.52M
0.82%
Sole
19.93K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares3.96K
TypeSH
Market value$1.95M
0.64%
Sole
3.96K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$718.1K
0.23%
Sole
1.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.86K
TypeSH
Market value$324.7K
0.11%
Sole
1.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 144.30K | SH | $83.29M 27.23% | 144.30K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 96K | SH | $62.43M 20.41% | 96K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 36.87K | SH | $18.42M 6.02% | 36.87K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 31.82K | SH | $18.20M 5.95% | 31.82K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 44.68K | SH | $16.54M 5.41% | 44.68K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 3.67K | SH | $15.43M 5.05% | 3.67K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 47.99K | SH | $14.51M 4.74% | 47.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 45.30K | SH | $13.03M 4.26% | 45.30K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 5.88K | SH | $10.17M 3.32% | 5.88K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 24.83K | SH | $8.39M 2.74% | 24.83K | 0.00 | 0.00 |
FAIR ISAAC CORPSOLE | COM | 7.66K | SH | $8.17M 2.67% | 7.66K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 6.63K | SH | $7.69M 2.51% | 6.63K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 29.52K | SH | $6.15M 2.01% | 29.52K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 44.97K | SH | $4.32M 1.41% | 44.97K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.48K | SH | $4.06M 1.33% | 8.48K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 8.50K | SH | $3.62M 1.18% | 8.50K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 209.88K | SH | $3.02M 0.99% | 209.88K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 14.52K | SH | $2.88M 0.94% | 14.52K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 19.93K | SH | $2.52M 0.82% | 19.93K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 3.96K | SH | $1.95M 0.64% | 3.96K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $718.1K 0.23% | 1.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.86K | SH | $324.7K 0.11% | 1.86K | 0.00 | 0.00 |