13F HOLDINGS REPORT
Investidor Profissional Gestao de Recursos Ltda.
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001953154-25-000001
Total Value
$171.3M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 76,300 | $44.7M | 26.10% |
| 2 | INVESCO QQQ TR | IVZ | 81,700 | $41.8M | 24.38% |
| 3 | META PLATFORMS INC | META | 21,849 | $12.8M | 7.47% |
| 4 | TRANSDIGM GROUP INC | TDG | 9,649 | $12.2M | 7.14% |
| 5 | VISA INC | V | 30,593 | $9.7M | 5.64% |
| 6 | AMAZON COM INC | AMZN | 40,551 | $8.9M | 5.19% |
| 7 | ALPHABET INC | GOOG | 38,658 | $7.3M | 4.27% |
| 8 | MASTERCARD INCORPORATED | MA | 12,999 | $6.8M | 4.00% |
| 9 | MICROSOFT CORP | MSFT | 15,421 | $6.5M | 3.79% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 10,438 | $5.4M | 3.17% |
| 11 | AIRBNB INC | ABNB | 26,049 | $3.4M | 2.00% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.0M | 1.19% |
| 13 | NETFLIX INC | NFLX | 1,971 | $1.8M | 1.03% |
| 14 | ALPHABET INC | GOOG | 8,700 | $1.6M | 0.96% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,618 | $1.2M | 0.69% |
| 16 | GLOBANT S A | GLOB | 4,356 | $934,014 | 0.55% |
| 17 | SPDR S&P 500 ETF TR | SPY | 1,124 | $658,754 | 0.38% |
| 18 | AIRBNB INC | ABNB | 5,000 | $657,050 | 0.38% |
| 19 | AMAZON COM INC | AMZN | 2,900 | $636,231 | 0.37% |
| 20 | DANAHER CORPORATION | 235851102 | 2,537 | $582,368 | 0.34% |
| 21 | IDEXX LABS INC | 45168D104 | 1,188 | $491,167 | 0.29% |
| 22 | NETFLIX INC | NFLX | 500 | $445,660 | 0.26% |
| 23 | MEDPACE HLDGS INC | MEDP | 721 | $239,538 | 0.14% |
| 24 | HCA HEALTHCARE INC | HCA | 784 | $235,318 | 0.14% |
| 25 | CHUBB LIMITED | CB | 790 | $218,277 | 0.13% |