Investidor Profissional Gestao de Recursos Ltda.

Est. AUM

$305.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO QQQ TRPUT	UNIT SER 1	$83.3M	144300	27.23%	SOLE
2	SPDR S&P 500 ETF TRPUT	TR UNIT	$62.4M	96000	20.41%	SOLE
3	MASTERCARD INCORPORATED	CL A	$18.4M	36874	6.02%	SOLE
4	META PLATFORMS INC	CL A	$17.3M	30316	5.67%	SOLE
5	BOOKING HOLDINGS INC	COM	$15.4M	3665	5.05%	SOLE
6	MICROSOFT CORP	COM	$15.4M	41681	5.04%	SOLE
7	VISA INC	COM CL A	$14.5M	47995	4.74%	SOLE
8	ALPHABET INC	CAP STK CL A	$11.7M	40698	3.83%	SOLE
9	MERCADOLIBRE INC	COM	$10.2M	5881	3.32%	SOLE
10	FAIR ISAAC CORP	COM	$8.2M	7656	2.67%	SOLE
11	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$7.9M	23430	2.59%	SOLE
12	TRANSDIGM GROUP INC	COM	$7.7M	6633	2.51%	SOLE
13	AMAZON COM INC	COM	$5.4M	26123	1.78%	SOLE
14	NETFLIX INC	COM	$4.3M	44970	1.41%	SOLE
15	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.1M	8482	1.33%	SOLE
16	S&P GLOBAL INC	COM	$3.6M	8503	1.18%	SOLE
17	NU HLDGS LTD	ORD SHS CL A	$3.0M	209875	0.99%	SOLE
18	ACCENTURE PLC IRELAND	SHS CLASS A	$2.9M	14522	0.94%	SOLE
19	AIRBNB INC	COM CL A	$2.5M	19928	0.82%	SOLE
20	THERMO FISHER SCIENTIFIC INC	COM	$1.9M	3963	0.64%	SOLE
21	ALPHABET INCCALL	CAP STK CL A	$1.3M	4600	0.43%	SOLE
22	MICROSOFT CORPCALL	COM	$1.1M	3000	0.36%	SOLE
23	META PLATFORMS INCCALL	CL A	$858K	1500	0.28%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.23%	SOLE
25	AMAZON COM INCCALL	COM	$708K	3400	0.23%	SOLE
26	TAIWAN SEMICONDUCTOR MFG LTDCALL	SPONSORED ADS	$473K	1400	0.15%	SOLE
27	NVIDIA CORPORATION	COM	$325K	1862	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.