Investidor Profissional Gestao de Recursos Ltda.
18 holdingsFiling period: 2026-06-30Current AUM: $178.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 43.9K | $22.5M | $25.1M | 14.09% | +7.0K | 2026-06-30 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 40.0K | $19.1M | $16.5M | 9.26% | +15.1K | 2026-06-30 |
| 3 | META | META PLATFORMS INC | 31.0K | $17.5M | $20.8M | 11.64% | -826 | 2026-06-30 |
| 4 | V | VISA INC | 50.6K | $17.4M | $19.0M | 10.65% | +2.6K | 2026-06-30 |
| 5 | BKNG | BOOKING HOLDINGS INC | 96.0K | $17.1M | $16.4M | 9.22% | +92.3K | 2026-06-30 |
| 6 | SPGI | S&P GLOBAL INC | 41.3K | $16.8M | $17.0M | 9.55% | +32.8K | 2026-06-30 |
| 7 | MSFT | MICROSOFT CORP | 26.3K | $9.8M | $13.1M | 7.33% | -18,356 | 2026-06-30 |
| 8 | GOOGL | ALPHABET INC | 25.5K | $9.1M | $8.8M | 4.93% | -19,825 | 2026-06-30 |
| 9 | TDG | TRANSDIGM GROUP INC | 6.7K | $8.9M | $7.3M | 4.07% | +60 | 2026-06-30 |
| 10 | MELI | MERCADOLIBRE INC | 5.0K | $8.4M | $9.1M | 5.10% | -909 | 2026-06-30 |
| 11 | FICO | FAIR ISAAC CORP | 5.0K | $6.0M | $4.9M | 2.75% | -2,675 | 2026-06-30 |
| 12 | AMZN | AMAZON COM INC | 24.6K | $5.9M | $6.1M | 3.42% | -4,952 | 2026-06-30 |
| 13 | — | NU HLDGS LTD | 397.6K | $5.3M | $5.3M | 2.98% | +187.8K | 2026-06-30 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.4K | $2.7M | $2.7M | 1.50% | -3,129 | 2026-06-30 |
| 15 | NVDA | NVIDIA CORPORATION | 12.4K | $2.5M | $2.6M | 1.47% | +10.5K | 2026-06-30 |
| 16 | HCA | HCA HEALTHCARE INC | 6.1K | $2.4M | $2.6M | 1.46% | -- | 2026-06-30 |
| 17 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 1 | $748K | $748K | 0.42% | -- | 2026-06-30 |
| 18 | MKL | MARKEL GROUP INC | 155 | $302K | $277K | 0.16% | -- | 2026-06-30 |
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