Investidor Profissional Gestao de Recursos Ltda.

RIO DE JANEIRO, D5 · CIK 1953154 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityINVESTIDOR PROFISSIONAL GESTAO DE RECURSOS LTDA (BR)

Others nearbyRio de Janeiro

$167.5m reported value +7.6% vs Q1 2026

18positions

84.8%in top 10

2 new 8 added 7 reduced 4 sold out vs Q1 2026

Options: 5 call positions ($4.8m notional), 0 put positions (— 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	MASTERCARD INCORPORATED CL A MA	MA	43,865	$22.5m13.45%	13.45%	Added +7.0k	+6,991 19.0%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	37,652	$18.0m10.73%	10.73%	Added +14.2k	+14,222 60.7%
3	VISA INC COM CL A V	V	50,574	$17.4m10.36%	10.36%	Added +2.6k	+2,579 5.4%
4	BOOKING HOLDINGS INC COM BKNG	BKNG	95,997	$17.1m10.21%	10.21%	Added +4.4k	+4,372 4.8%
5	S&P GLOBAL INC COM SPGI	SPGI	41,310	$16.8m10.04%	10.04%	Added +32.8k	+32,807 385.8%
6	META PLATFORMS INC CL A META	META	28,190	$15.9m9.48%	9.48%	Reduced -2.1k	-2,126 -7.0%
7	TRANSDIGM GROUP INC COM TDG	TDG	6,693	$8.9m5.32%	5.32%	Added +60	+60 0.9%
8	MICROSOFT CORP COM MSFT	MSFT	23,525	$8.8m5.24%	5.24%	Reduced -18.2k	-18,156 -43.6%
9	MERCADOLIBRE INC COM MELI	MELI	4,972	$8.4m5.04%	5.04%	Reduced -909	-909 -15.5%
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	23,273	$8.3m4.97%	4.97%	Reduced -17.4k	-17,425 -42.8%
11	FAIR ISAAC CORP COM FICO	FICO	4,981	$6.0m3.55%	3.55%	Reduced -2.7k	-2,675 -34.9%
12	AMAZON COM INC COM AMZN	AMZN	23,171	$5.5m3.30%	3.30%	Reduced -3.0k	-2,952 -11.3%
13	NU HLDGS LTD ORD SHS CL A NU	NU	397,648	$5.3m3.17%	3.17%	Added +187.8k	+187,773 89.5%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,353	$2.7m1.60%	1.60%	Reduced -3.1k	-3,129 -36.9%
15	NVIDIA CORPORATION COM NVDA	NVDA	12,353	$2.5m1.48%	1.48%	Added +10.5k	+10,491 563.4%
16	HCA HEALTHCARE INC COM HCA	HCA	6,142	$2.4m1.43%	1.43%	New
17	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.45%	0.45%	Unchanged
18	MARKEL GROUP INC COM MKL	MKL	155	$302.7k0.18%	0.18%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NETFLIX INC NFLX	NFLX	44,970	$4.3m45.0k shares
ACCENTURE PLC IRELAND ACN	ACN	14,522	$2.9m14.5k shares
AIRBNB INC ABNB	ABNB	19,928	$2.5m19.9k shares
THERMO FISHER SCIENTIFIC INC TMO	TMO	3,963	$1.9m4.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
META PLATFORMS INC META · Call	META	Call	2,800	$1.6m2.8k shares	Added
TAIWAN SEMICONDUCTOR MFG LTD TSM · Call	TSM	Call	2,300	$1.1m2.3k shares	Added
MICROSOFT CORP MSFT · Call	MSFT	Call	2,800	$1.0m2.8k shares	Reduced
ALPHABET INC GOOGL · Call	GOOGL	Call	2,200	$786.2k2.2k shares	Reduced
AMAZON COM INC AMZN · Call	AMZN	Call	1,400	$333.7k1.4k shares	Reduced