Genoa Capital Gestora de Recursos Ltda.
Net buyer this quarter
$551M
7
+$23.2M
19.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $23M | 4.18% | 0.00% | +2.4% | Q1 2022 |
 AMAT | $22.4M | 4.06% | 0.00% | Not reported | Q4 2025 |
 TSM | $17.7M | 3.21% | 0.00% | +76.2% | Q4 2025 |
 MU | $15.9M | 2.89% | 0.00% | +66.2% | Q1 2026 |
 AXP | $13.3M | 2.42% | 0.01% | New | Q2 2026 |
 AMZN | $8.5M | 1.54% | 0.00% | -24.1% | Q2 2021 |
 SPOT | $8.08M | 1.47% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
 NU | $20.7M | 15.92% | Not reported | +522.2% | Q4 2025 |
| NVDA | $19.6M | 15.11% | 0.00% | -40.0% | Q1 2022 |
| AMZN | $9.8M | 7.55% | 0.00% | -34.3% | Q2 2021 |
 GOOG | $8.74M | 6.73% | Not reported | +302.4% | Q2 2021 |
| TSM | $7.11M | 5.48% | 0.00% | -49.2% | Q4 2025 |
| MU | $2.8M | 2.16% | 0.00% | New | Q1 2026 |
| GOOGL | $1.99M | 1.53% | 0.00% | -14.6% | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $35M | 15.98% | 0.00% | +1480.6% | Q1 2022 |
 MSFT | $26.2M | 11.99% | 0.00% | +9.7% | Q1 2022 |
| AMAT | $19.4M | 8.87% | 0.01% | New | Q4 2025 |
| AMZN | $16.5M | 7.55% | 0.00% | Not reported | Q2 2021 |
 TLN | $13.2M | 6.02% | 0.08% | New | Q4 2025 |
| TSM | $12.6M | 5.75% | 0.00% | New | Q4 2025 |
 COF | $7.17M | 3.28% | 0.00% | New | Q4 2025 |
 UBER | $6.19M | 2.83% | 0.00% | New | Q4 2025 |
 WFC | $4.8M | 2.19% | 0.00% | New | Q4 2025 |
| NU | $3.87M | 1.77% | Not reported | New | Q4 2025 |
 STNE | $3.68M | 1.68% | Not reported | Not reported | Q4 2020 |
| GOOGL | $2.53M | 1.16% | 0.00% | New | Q4 2025 |
| GOOG | $2.38M | 1.09% | Not reported | +18.3% | Q2 2021 |
| Q3 2023 | |||||
 AMD | $20.3M | 27.72% | 0.01% | Not reported | Q2 2022 |
| MSFT | $15.6M | 21.33% | 0.00% | +104.6% | Q1 2022 |
 QQQ | $8.86M | 12.10% | Not reported | Not reported | Q2 2021 |
 CPA | $6.72M | 9.18% | Not reported | -4.9% | Q4 2022 |
 VALE | $3.6M | 4.92% | 0.01% | Not reported | Q2 2022 |
 MELI | $2.22M | 3.03% | 0.00% | -80.4% | Q4 2020 |
 RIO | $1.85M | 2.53% | 0.00% | New | Q3 2023 |
 PPC | $1.68M | 2.29% | 0.03% | New | Q3 2023 |
| GOOG | $844K | 1.15% | Not reported | Not reported | Q2 2021 |
| NVDA | $516K | 0.70% | 0.00% | Not reported | Q1 2022 |