Verde Servicos Internacionais S.A.

SAO PAULO, D5 · CIK 1629290 · 13F filing filed 2026-07-29

SEC-registered investment adviser since 2014 · corporation

Assets managed$1.2bn
Staff3 · 1 in investment roles
Main clients (by assets)Private funds 100%
Private funds6 (6 hedge) · $1.2bn gross assets
Form ADV · 2026-06-09SEC adviser record

Legal entityVERDE SERVICOS INTERNACIONAIS S.A. (BR)

Kindhedge funds, futures
Others nearbySão Paulo

As an employer

Offices in1 country
Private fundshedge 6

$272.6m reported value -16.3% vs Q1 2026

38positions

65.6%in top 10

13 new 7 added 12 reduced 14 sold out vs Q1 2026

Options: 7 call positions ($307.0k notional), 4 put positions ($30.0k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	595,207	$47.3m17.34%	17.34%	Unchanged
2	ISHARES SILVER TR ISHARES SLV	SLV	584,327	$31.2m11.46%	11.46%	Added +130.8k	+130,800 28.8%
3	NVIDIA CORPORATION COM NVDA	NVDA	89,896	$18.0m6.60%	6.60%	Reduced -23.7k	-23,707 -20.9%
4	AMAZON COM INC COM AMZN	AMZN	60,879	$14.5m5.32%	5.32%	Reduced -16.2k	-16,162 -21.0%
5	NU HLDGS LTD ORD SHS CL A NU	NU	934,210	$12.5m4.58%	4.58%	Added +35.8k	+35,800 4.0%
6	NETFLIX INC COM NFLX	NFLX	168,998	$12.1m4.43%	4.43%	New
7	ADVANCED MICRO DEVICES INC COM AMD	AMD	19,310	$11.2m4.11%	4.11%	New
8	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	330,094	$11.0m4.03%	4.03%	Reduced -325.7k	-325,680 -49.7%
9	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	22,185	$10.6m3.89%	3.89%	Reduced -17.5k	-17,486 -44.1%
10	FTAI AVIATION LTD SHS FTAI	FTAI	38,532	$10.4m3.82%	3.82%	Reduced -17.2k	-17,152 -30.8%
11	VISA INC COM CL A V	V	28,700	$9.8m3.61%	3.61%	New
12	ELI LILLY & CO COM LLY	LLY	8,000	$9.6m3.52%	3.52%	Added +6.0k	+6,000 300.0%
13	COCA-COLA EUROPACIFIC PARTNE SHS CCEP	CCEP	94,380	$9.4m3.46%	3.46%	Reduced -50.5k	-50,500 -34.9%
14	BOEING CO COM BA	BA	41,881	$9.1m3.33%	3.33%	Reduced -3.8k	-3,812 -8.3%
15	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	22,386	$8.9m3.27%	3.27%	Added +3.4k	+3,398 17.9%
16	TJX COS INC NEW COM TJX	TJX	53,800	$8.2m2.99%	2.99%	New
17	VALE S A SPONSORED ADS VALE	VALE	372,700	$5.6m2.06%	2.06%	Added +123.1k	+123,100 49.3%
18	DOMINOS PIZZA INC COM DPZ	DPZ	16,363	$4.8m1.78%	1.78%	Reduced -8.3k	-8,323 -33.7%
19	AGI INC COM SHS CL A AGBK	AGBK	660,236	$4.7m1.71%	1.71%	Reduced -124.7k	-124,735 -15.9%
20	MICRON TECHNOLOGY INC COM MU	MU	3,700	$4.3m1.57%	1.57%	New
21	APPLOVIN CORP COM CL A APP	APP	6,700	$3.5m1.27%	1.27%	Unchanged
22	CAPITAL ONE FINL CORP COM COF	COF	13,500	$2.7m0.99%	0.99%	Unchanged
23	LATAM AIRLINES GROUP SA SPONSORED ADR LTM	LTM	40,000	$2.3m0.86%	0.86%	Added +22.0k	+22,000 122.2%
24	META PLATFORMS INC CL A META	META	3,000	$1.7m0.62%	0.62%	Unchanged
25	AUNA S A CLASS A AUNA	AUNA	308,208	$1.6m0.58%	0.58%	Unchanged
26	FLOOR & DECOR HLDGS INC CL A FND	FND	26,000	$1.5m0.57%	0.57%	Unchanged
27	AURA MINERALS INC SHS NEW AUGO	AUGO	20,000	$1.3m0.46%	0.46%	Reduced -25.9k	-25,900 -56.4%
28	CENTRAL & EASTERN EUROPE FD COM CEE	CEE	57,000	$1.2m0.43%	0.43%	New
29	TELECOM ARGENTINA SA SPON ADR REP B TEO	TEO	51,000	$663.0k0.24%	0.24%	Reduced -9.0k	-9,000 -15.0%
30	VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS VIST	VIST	10,000	$638.0k0.23%	0.23%	Added +2.0k	+2,000 25.0%
31	TEUCRIUM COMMODITY TR SUGAR FD CANE	CANE	65,000	$636.0k0.23%	0.23%	New
32	ISHARES INC MSCI STH KOR ETF EWY	EWY	3,000	$606.0k0.22%	0.22%	New
33	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	7,500	$566.0k0.21%	0.21%	New
34	INFLARX NV COM IFRX	IFRX	251,000	$562.0k0.21%	0.21%	New
35	ISHARES INC PUT PUT		200	$3.0k0.00%	0.00%	New
36	PETROLEO BRASILEIRO SA PETRO SPONSORED ADR PBR	PBR	100	$2.0k0.00%	0.00%	Reduced -355.4k	-355,400 -100.0%
37	GLOBAL X FDS PUT PUT		500	$1.0k0.00%	0.00%	New
38	ISHARES INC PUT PUT		0	$00.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ALIBABA GROUP HLDG LTD BABA	BABA	105,377	$13.2m105.4k shares
CITIGROUP INC C	C	79,966	$9.1m80.0k shares
MONDELEZ INTL INC MDLZ	MDLZ	155,340	$9.0m155.3k shares
MICROSOFT CORP MSFT	MSFT	23,982	$8.9m24.0k shares
GFL ENVIRONMENTAL INC GFL	GFL	211,142	$8.8m211.1k shares
FREEPORT-MCMORAN INC FCX	FCX	80,770	$4.7m80.8k shares
XP INC XP	XP	168,923	$3.2m168.9k shares
TESLA INC TSLA	TSLA	8,000	$3.0m8.0k shares
KRANESHARES TRUST KWEB	KWEB	50,000	$1.4m50.0k shares
GRUPO FINANCIERO GALICIA S.A GGAL	GGAL	20,000	$934.0k20.0k shares
IRSA INVERSIONES Y REP S A IRS	IRS	40,000	$648.0k40.0k shares
ISHARES INC EWZ	EWZ	15,000	$576.0k15.0k shares
STONECO LTD STNE	STNE	36,000	$508.0k36.0k shares
ISHARES TR		384	$4.0k384 shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ISHARES INC EWZ · Call	EWZ	Call	78,830	$288.0k78.8k shares	Reduced
UNITED STS OIL FD LP USO · Put	USO	Put	2,000	$28.0k2.0k shares	Added
PETROLEO BRASILEIRO SA PETRO PBR · Call	PBR	Call	9,706	$11.0k9.7k shares	Added
ADVANCED MICRO DEVICES INC AMD · Call	AMD	Call	88	$3.0k88 shares	New
MICRON TECHNOLOGY INC MU · Call	MU	Call	44	$3.0k44 shares	Reduced
XP INC XP · Call	XP	Call	429	$1.0k429 shares	New
INVESCO QQQ TR QQQ · Put	QQQ	Put	200	$1.0k200 shares	New
NETFLIX INC NFLX · Call	NFLX	Call	608	$1.0k608 shares	New
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	240	$1.0k240 shares	New
EMBRAER S.A. EMBJ · Call	EMBJ	Call	259	$0259 shares	New
PETROLEO BRASILEIRO SA PETRO PBR · Put	PBR	Put	2,400	$02.4k shares	Unchanged