13F HOLDINGS REPORT
Geo Capital Gestora de Recursos Ltd
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001766561-25-000003
Total Value
$66,102
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 14,075 | $7,001 | 10.59% |
| 2 | DEERE & CO | DE | 10,778 | $5,481 | 8.29% |
| 3 | AIRBNB INC | ABNB | 41,346 | $5,472 | 8.28% |
| 4 | GOOGLE INC | GOOG | 28,453 | $5,014 | 7.59% |
| 5 | EQUIFAX INC | EFX | 18,359 | $4,762 | 7.20% |
| 6 | ADOBE SYSTEMS INCORPORATED | ADBE | 10,698 | $4,139 | 6.26% |
| 7 | NOVO-NORDISK A S | NONOF | 53,844 | $3,716 | 5.62% |
| 8 | ZOETIS INC | ZTS | 22,455 | $3,502 | 5.30% |
| 9 | BOOKING HLDGS INC | BKNG | 538 | $3,115 | 4.71% |
| 10 | MASTERCARD INCORPORATED | MA | 5,295 | $2,975 | 4.50% |
| 11 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 15,819 | $2,902 | 4.39% |
| 12 | THERMO FISHER SCIENTIFIC INC | TMO | 6,096 | $2,472 | 3.74% |
| 13 | DISNEY WALT CO | 254687106 | 19,663 | $2,438 | 3.69% |
| 14 | NIKE INC | NKE | 30,275 | $2,151 | 3.25% |
| 15 | VISA INC | V | 5,340 | $1,896 | 2.87% |
| 16 | WASTE MGMT INC DEL | 94106L109 | 7,720 | $1,766 | 2.67% |
| 17 | DANAHER CORPORATION | 235851102 | 8,722 | $1,723 | 2.61% |
| 18 | MSCI INC | MSCI | 2,475 | $1,427 | 2.16% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,391 | $1,161 | 1.76% |
| 20 | CBOE GLOBAL MARKETS INC | 12503M108 | 4,908 | $1,145 | 1.73% |
| 21 | METTLER TOLEDO INTERNATIONAL | MTD | 615 | $722 | 1.09% |
| 22 | META PLATFORMS INC | META | 843 | $622 | 0.94% |
| 23 | S&P GLOBAL INC | SPGI | 110 | $58 | 0.09% |
| 24 | MOODYS CORP | MCO | 115 | $58 | 0.09% |
| 25 | CME GROUP INC | CME | 204 | $56 | 0.08% |
| 26 | APPLE INC | AAPL | 246 | $50 | 0.08% |
| 27 | AUTODESK INC | ADSK | 135 | $42 | 0.06% |
| 28 | SERVICENOW INC | NOW | 37 | $38 | 0.06% |
| 29 | PALO ALTO NETWORKS INC | PANW | 186 | $38 | 0.06% |
| 30 | NETFLIX INC | NFLX | 25 | $33 | 0.05% |
| 31 | IDEXX LABS INC | 45168D104 | 53 | $28 | 0.04% |
| 32 | FAIR ISAAC CORP | FICO | 15 | $27 | 0.04% |
| 33 | MARRIOTT INTL INC NEW | 571903202 | 100 | $27 | 0.04% |
| 34 | HOME DEPOT INC | HD | 71 | $26 | 0.04% |
| 35 | AMERICAN EXPRESS CO | AXP | 61 | $19 | 0.03% |