Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Genoa Capital Gestora de Recursos Ltda. (CIK 2064813) reported $129.8M across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($47.4M, 36.54%), NU ($32.3M, 24.89%), NVDA ($19.6M, 15.11%), AMZN ($9.8M, 7.55%), GOOG ($8.7M, 6.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $47.4M | 36.54% | 72,617 | Added |
| 2 | NU | NU HLDGS LTD | $32.3M | 24.89% | 2.2M | Added |
| 3 | NVDA | NVIDIA CORPORATION | $19.6M | 15.11% | 112,468 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $9.8M | 7.55% | 47,033 | Trimmed |
| 5 | GOOG | ALPHABET INC | $8.7M | 6.73% | 30,460 | Added |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.1M | 5.48% | 21,045 | Trimmed |
| 7 | MU | MICRON TECHNOLOGY INC | $2.8M | 2.16% | 8,299 | New |
| 8 | GOOGL | ALPHABET INC | $2.0M | 1.53% | 6,917 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
| 10 | COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | Exited |
| 11 | AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | Exited |
| 12 | TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | Exited |
| 13 | UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 14 | WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | Exited |
| 15 | STNE | STONECO LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31