Investidor Profissional Gestao de Recursos Ltda.
Net buyer this quarter
$172M
18
+$1.73M
82.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MA | $22.5M | 13.07% | 0.00% | +19.0% | Q4 2017 |
 TSM | $18M | 10.43% | 0.00% | +60.7% | Q1 2025 |
 V | $17.4M | 10.07% | 0.00% | +5.4% | Q2 2023 |
 BKNG | $17.1M | 9.93% | 0.01% | +4.8% | Q3 2018 |
 SPGI | $16.8M | 9.76% | 0.01% | +385.8% | Q1 2026 |
 META | $15.9M | 9.21% | Not reported | -7.0% | Q1 2018 |
 TDG | $8.92M | 5.17% | 0.01% | +0.9% | Q4 2020 |
 MSFT | $8.78M | 5.09% | 0.00% | -43.6% | Q1 2021 |
 MELI | $8.44M | 4.90% | 0.01% | -15.5% | Q4 2017 |
 GOOGL | $8.32M | 4.83% | 0.00% | -42.8% | Q1 2018 |
 FICO | $5.95M | 3.45% | 0.02% | -34.9% | Q3 2025 |
 AMZN | $5.52M | 3.20% | 0.00% | -11.3% | Q4 2017 |
 NU | $5.31M | 3.08% | Not reported | +89.5% | Q1 2026 |
 BRK.B | $2.68M | 1.55% | Not reported | -36.9% | Q4 2017 |
 NVDA | $2.47M | 1.43% | 0.00% | +563.4% | Q1 2026 |
 HCA | $2.39M | 1.39% | 0.00% | Not reported | Q4 2024 |
| BRK.A | $749K | 0.43% | Not reported | Not reported | Q1 2024 |
 MKL | $303K | 0.18% | 0.00% | Not reported | Q2 2018 |
| Q1 2026 | |||||
| MA | $18.4M | 6.02% | 0.00% | +39.6% | Q4 2017 |
| META | $17.3M | 5.67% | Not reported | +132.2% | Q1 2018 |
| BKNG | $15.4M | 5.05% | 0.01% | +12.4% | Q3 2018 |
| MSFT | $15.4M | 5.05% | 0.00% | +68.8% | Q1 2021 |
| V | $14.5M | 4.74% | 0.00% | +57.0% | Q2 2023 |
| GOOGL | $11.7M | 3.83% | 0.00% | +15.8% | Q1 2018 |
| MELI | $10.2M | 3.32% | 0.01% | Not reported | Q4 2017 |
| FICO | $8.17M | 2.67% | 0.03% | +25.6% | Q3 2025 |
| TSM | $7.92M | 2.59% | 0.00% | -40.8% | Q1 2025 |
| TDG | $7.69M | 2.51% | 0.01% | -40.9% | Q4 2020 |
| AMZN | $5.44M | 1.78% | 0.00% | +7.3% | Q4 2017 |
 NFLX | $4.32M | 1.41% | 0.00% | -50.7% | Q1 2019 |
| BRK.B | $4.06M | 1.33% | Not reported | +287.5% | Q4 2017 |
| SPGI | $3.62M | 1.18% | 0.00% | New | Q1 2026 |
| NU | $3.02M | 0.99% | Not reported | New | Q1 2026 |
 ACN | $2.88M | 0.94% | 0.00% | Not reported | Q2 2020 |
 ABNB | $2.52M | 0.82% | Not reported | -51.1% | Q3 2021 |
 TMO | $1.95M | 0.64% | 0.00% | Not reported | Q2 2021 |
| BRK.A | $718K | 0.23% | Not reported | Not reported | Q1 2024 |
| NVDA | $325K | 0.11% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| BKNG | $17.5M | 10.48% | 0.01% | -2.8% | Q3 2018 |
| MA | $15.1M | 9.04% | 0.00% | -0.1% | Q4 2017 |
| TDG | $14.9M | 8.95% | 0.02% | -5.2% | Q4 2020 |
| TSM | $12M | 7.21% | 0.00% | +15.6% | Q1 2025 |
| MSFT | $11.9M | 7.16% | 0.00% | -7.5% | Q1 2021 |
| GOOGL | $11M | 6.60% | 0.00% | -25.4% | Q1 2018 |
| V | $10.7M | 6.43% | 0.00% | -11.6% | Q2 2023 |
| FICO | $10.3M | 6.18% | 0.03% | +1.3% | Q3 2025 |
| META | $8.62M | 5.17% | Not reported | -11.8% | Q1 2018 |
| NFLX | $8.55M | 5.13% | 0.00% | Not reported | Q1 2019 |
| AMZN | $5.62M | 3.37% | 0.00% | -10.5% | Q4 2017 |
| ABNB | $5.53M | 3.32% | Not reported | +110.7% | Q3 2021 |
| BRK.B | $1.1M | 0.66% | Not reported | -10.6% | Q4 2017 |
| BRK.A | $755K | 0.45% | Not reported | Not reported | Q1 2024 |
 SPY | $356K | 0.21% | Not reported | Not reported | Q3 2020 |
| Q3 2025 | |||||
| BKNG | $18.1M | 8.20% | 0.01% | +27.1% | Q3 2018 |
| TDG | $15.6M | 7.06% | 0.02% | +33.9% | Q4 2020 |
| MA | $15M | 6.81% | 0.00% | +9.9% | Q4 2017 |
| MSFT | $13.8M | 6.25% | 0.00% | -45.4% | Q1 2021 |
| V | $11.8M | 5.34% | 0.00% | +24.5% | Q2 2023 |
| GOOGL | $11.4M | 5.18% | 0.00% | -52.1% | Q1 2018 |
| META | $10.9M | 4.92% | Not reported | -14.6% | Q1 2018 |
| TSM | $9.57M | 4.33% | 0.00% | +77.4% | Q1 2025 |
| FICO | $9.01M | 4.08% | 0.03% | New | Q3 2025 |
| AMZN | $5.97M | 2.70% | 0.00% | -48.3% | Q4 2017 |
| ABNB | $2.35M | 1.06% | Not reported | -62.9% | Q3 2021 |
| TMO | $1.45M | 0.66% | 0.00% | -88.4% | Q2 2021 |
| BRK.B | $1.23M | 0.56% | Not reported | +86.7% | Q4 2017 |
| BRK.A | $754K | 0.34% | Not reported | Not reported | Q1 2024 |
 ASML | $424K | 0.19% | 0.00% | -2.2% | Q2 2025 |
| HCA | $237K | 0.11% | 0.00% | -91.9% | Q4 2024 |