Verde Servicos Internacionais S.A.
Verde Servicos Internacionais S.A. is a Brazil-based investment management firm headquartered in São Paulo. It serves institutional and high net worth clients and is registered as an investment adviser with the SEC in the U.S. The firm is best known for managing international investment portfolios and Brazilian market strategies. It specializes in public equities and multi-asset mandates and is part of the broader Verde Asset Management, which was founded in 1999. Precise employee count is not published but typical asset managers of similar profile have 50-100 staff.
Investment Strategy
Verde Servicos Internacionais S.A. invests primarily in global equities and exchange-traded funds, including technology leaders, financial services, and crypto-related assets, as seen in its 13F filings. The firm employs a diversified, active approach, frequently adjusting its holdings in response to market developments and sector rotation strategies. It tends to focus on top U.S.-listed companies and ETFs, with a strong bias toward liquid, high-conviction positions. Portfolio management is based on rigorous fundamental analysis and global macroeconomic considerations.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBIT | ISHARES BITCOIN TRUST ETF | 18.19% | $41.5M | 678,159 | $55.79 | $61.21 | +$21.6M |
M MSFT | MICROSOFT CORP | 9.87% | $22.5M | 45,293 | $428.79 | $497.41 | +$14.1M |
P PGR | PROGRESSIVE CORP | 7.65% | $17.4M | 65,371 | $266.86 | $266.86 | +$17.4M |
M META | META PLATFORMS INC | 6.15% | $14.0M | 19,026 | $674.00 | $738.09 | +$9.7M |
T TMUS | T-MOBILE US INC | 5.69% | $13.0M | 54,499 | $238.26 | $238.26 | +$13.0M |