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.
Investidor Profissional Gestao de Recursos Ltda. (CIK 1953154) reported $305.8M across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($83.3M, 27.23%), SPY ($62.4M, 20.41%), MA ($18.4M, 6.02%), META ($18.2M, 5.95%), MSFT ($16.5M, 5.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $83.3M | 27.23% | 144,300 | Added |
| 2 | SPY | SPDR S&P 500 ETF TR | $62.4M | 20.41% | 96,000 | Added |
| 3 | MA | MASTERCARD INCORPORATED | $18.4M | 6.02% | 36,874 | Added |
| 4 | META | META PLATFORMS INC | $18.2M | 5.95% | 31,816 | Added |
| 5 | MSFT | MICROSOFT CORP | $16.5M | 5.41% | 44,681 | Added |
| 6 | BKNG | BOOKING HOLDINGS INC | $15.4M | 5.05% | 3,665 | Added |
| 7 | V | VISA INC | $14.5M | 4.74% | 47,995 | Added |
| 8 | GOOGL | ALPHABET INC | $13.0M | 4.26% | 45,298 | Added |
| 9 | MELI | MERCADOLIBRE INC | $10.2M | 3.32% | 5,881 | New |
| 10 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $8.4M | 2.74% | 24,830 | Trimmed |
| 11 | FICO | FAIR ISAAC CORP | $8.2M | 2.67% | 7,656 | Added |
| 12 | TDG | TRANSDIGM GROUP INC | $7.7M | 2.51% | 6,633 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $6.1M | 2.01% | 29,523 | Added |
| 14 | NFLX | NETFLIX INC | $4.3M | 1.41% | 44,970 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.1M | 1.33% | 8,482 | Added |
| 16 | SPGI | S&P GLOBAL INC | $3.6M | 1.18% | 8,503 | New |
| 17 | NU | NU HLDGS LTD | $3.0M | 0.99% | 209,875 | New |
| 18 | ACN | ACCENTURE PLC IRELAND | $2.9M | 0.94% | 14,522 | New |
| 19 | ABNB | AIRBNB INC | $2.5M | 0.82% | 19,928 | Trimmed |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC | $1.9M | 0.64% | 3,963 | New |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $718,140 | 0.23% | 1 | Hold |
| 22 | NVDA | NVIDIA CORPORATION | $324,733 | 0.11% | 1,862 | New |
Source: SEC Form 13F filings · as of 2026-03-31