§ 13F · FUND PROFILE
Investidor Profissional Gestao de Recursos Ltda..
AUM · $172M (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | 44K | $23M | 13.1% | +19% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 38K | $18M | 10.4% | +61% |
| 3 | V | VISA INC | 51K | $17M | 10.1% | +5% |
| 4 | BKNG | BOOKING HOLDINGS INC | 96K | $17M | 9.9% | +2519% |
| 5 | SPGI | S&P GLOBAL INC | 41K | $17M | 9.8% | +386% |
| 6 | META | META PLATFORMS INC | 28K | $16M | 9.2% | −3% |
| 7 | TDG | TRANSDIGM GROUP INC | 7K | $9M | 5.2% | +1% |
| 8 | MSFT | MICROSOFT CORP | 24K | $9M | 5.1% | −41% |
| 9 | MELI | MERCADOLIBRE INC | 5K | $8M | 4.9% | −15% |
| 10 | GOOGL | ALPHABET INC | 23K | $8M | 4.8% | −44% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTIDOR SIGNAL
AC read
Investidor Profissional Gestao de Recursos Ltda. is a Other fund managing $172 million in assets. The fund runs a focused portfolio of just 23 positions.
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