Genoa Capital Gestora de Recursos Ltda.
Genoa Capital Gestora de Recursos Ltda. reported 15 holdings worth US$551M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Genoa Capital Gestora de Recursos Ltda. reported 15 holdings worth US$551M as of Jun 30, 2026. Largest: Nvidia Corporation, Applied Materials, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$551M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 115K | US$23M | 4.2% |
| Applied Materials, Inc. | 30,949 | US$22.4M | 4.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 37,080 | US$17.7M | 3.2% |
| Micron Technology, Inc. | 13,793 | US$15.9M | 2.9% |
| American Express Company | 39,358 | US$13.3M | 2.4% |
| Amazon.com, Inc. | 35,681 | US$8.5M | 1.5% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Nu Holdings Ltd. | 0 | US$0 | 0.00% |