Holdings
Genoa Capital Gestora de Recursos Ltda.
As of Jun 30, 2026, Genoa Capital Gestora de Recursos Ltda. reported 6 positions worth US$101M. Largest: Nvidia Corporation, Applied Materials, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 115K | US$23M | +2,726 | Jun 30, 2026 |
| Applied Materials, Inc. | 30,949 | US$22.4M | new | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 37,080 | US$17.7M | +16,035 | Jun 30, 2026 |
| Micron Technology, Inc. | 13,793 | US$15.9M | +5,494 | Jun 30, 2026 |
| American Express Company | 39,358 | US$13.3M | new | Jun 30, 2026 |
| Amazon.com, Inc. | 35,681 | US$8.5M | −11,352 | Jun 30, 2026 |