Investidor Profissional Gestao de Recursos Ltda.
Investidor Profissional Gestao de Recursos Ltda. reported 23 holdings worth US$172M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Investidor Profissional Gestao de Recursos Ltda. reported 23 holdings worth US$172M as of Jun 30, 2026. Largest: Mastercard Incorporated, Taiwan Semiconductor Manufacturing Co., Ltd. and Visa Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$172M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Mastercard Incorporated | 43,865 | US$22.5M | 13.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 37,652 | US$18M | 10.4% |
| Visa Inc. | 50,574 | US$17.4M | 10.1% |
| Booking Holdings Inc. Common Stock | 95,997 | US$17.1M | 9.9% |
| S&p Global Inc. | 41,310 | US$16.8M | 9.8% |
| Meta Platforms, Inc. | 28,190 | US$15.9M | 9.2% |
| Transdigm Group Inc. | 6,693 | US$8.92M | 5.2% |
| Microsoft Corp. | 23,525 | US$8.78M | 5.1% |
| Mercadolibre, Inc. | 4,972 | US$8.44M | 4.9% |
| Alphabet Inc (google) Class C | 23,273 | US$8.32M | 4.8% |
| Fair Isaac Corporation | 4,981 | US$5.95M | 3.5% |
| Amazon.com, Inc. | 23,171 | US$5.52M | 3.2% |
| Nu Holdings Ltd. | 398K | US$5.31M | 3.1% |
| Berkshire Hathaway Inc. | 6,850 | US$3.43M | 2.0% |
| Nvidia Corporation | 12,353 | US$2.47M | 1.4% |
| Hca Healthcare, Inc. | 6,142 | US$2.39M | 1.4% |
| Markel Group Inc. | 155 | US$303K | 0.18% |