Filed: 4/22/2026ACC: 0001944332-26-000006
📋 What this filing means
VINLAND CAPITAL MANAGEMENT GESTORA DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $49.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$49.68M
Total AUM (reported)
333.23K
Total Shares
Allocation by class
S&P 100 ETF$43.60M87.8%
TR UNIT$4.24M8.5%
COM CL A$912.3K1.8%
CLASS A COM$434.2K0.9%
STATE STREET MAT$354.8K0.7%
SP ADR PFD NEW$98.5K0.2%
ORD SHS CL A$38.0K0.1%
Portfolio Concentration
Top 3$48.75M98.1%
4–10$925.5K1.9%
Top 3 weight
98.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 333.23K
Sole
Full voting authority
333.23K
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)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
ISHARES TR
SOLEShares200K
TypeSH
Market value$43.60M
87.76%
Sole
200K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares6.52K
TypeSH
Market value$4.24M
8.54%
Sole
6.52K
Shared
0.00
None
0.00
STONECO LTD
SOLEShares64.61K
TypeSH
Market value$912.3K
1.84%
Sole
64.61K
Shared
0.00
None
0.00
DLOCAL LTD
SOLEShares33.48K
TypeSH
Market value$434.2K
0.87%
Sole
33.48K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares1.12K
TypeSH
Market value$354.8K
0.71%
Sole
1.12K
Shared
0.00
None
0.00
BANCO BRADESCO S A
SOLEShares27K
TypeSH
Market value$98.5K
0.20%
Sole
27K
Shared
0.00
None
0.00
U HLDGS LTD
SOLEShares509.00
TypeSH
Market value$38.0K
0.08%
Sole
509.00
Shared
0.00
None
0.00
ULTA BEAUTY INC
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
KLA CORP
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
MILLICOM INTL CELLULAR S A
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
VIATRIS INC
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares0.00
TypeSH
Market value$0.00
<0.01%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 100 ETF | 200K | SH | $43.60M 87.76% | 200K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.52K | SH | $4.24M 8.54% | 6.52K | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 64.61K | SH | $912.3K 1.84% | 64.61K | 0.00 | 0.00 |
DLOCAL LTDSOLE | CLASS A COM | 33.48K | SH | $434.2K 0.87% | 33.48K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET MAT | 1.12K | SH | $354.8K 0.71% | 1.12K | 0.00 | 0.00 |
BANCO BRADESCO S ASOLE | SP ADR PFD NEW | 27K | SH | $98.5K 0.20% | 27K | 0.00 | 0.00 |
U HLDGS LTDSOLE | ORD SHS CL A | 509.00 | SH | $38.0K 0.08% | 509.00 | 0.00 | 0.00 |
ULTA BEAUTY INCSOLE | COM | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
KLA CORPSOLE | OM NEW | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
MILLICOM INTL CELLULAR S ASOLE | COM STK | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
VIATRIS INCSOLE | COM | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 0.00 | SH | $0.00 <0.01% | 0.00 | 0.00 | 0.00 |
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