13F HOLDINGS REPORT
Investidor Profissional Gestao de Recursos Ltda.
Quarter ended Q1 2025 · Filed May 9, 2025 · Accession 0001953154-25-000002
Total Value
$156.3M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 56,500 | $26.5M | 16.95% |
| 2 | SPDR S&P 500 ETF TR | SPY | 39,200 | $21.9M | 14.03% |
| 3 | MICROSOFT CORP | MSFT | 42,577 | $16.0M | 10.22% |
| 4 | TRANSDIGM GROUP INC | TDG | 10,483 | $14.5M | 9.28% |
| 5 | META PLATFORMS INC | META | 20,480 | $11.8M | 7.55% |
| 6 | VISA INC | V | 27,758 | $9.7M | 6.22% |
| 7 | MASTERCARD INCORPORATED | MA | 17,665 | $9.7M | 6.19% |
| 8 | THERMO FISHER SCIENTIFIC INC | TMO | 14,648 | $7.3M | 4.66% |
| 9 | AMAZON COM INC | AMZN | 34,243 | $6.5M | 4.17% |
| 10 | AIRBNB INC | ABNB | 50,956 | $6.1M | 3.89% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 32,100 | $5.3M | 3.41% |
| 12 | ALPHABET INC | GOOG | 28,440 | $4.4M | 2.81% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.4M | 1.53% |
| 14 | NETFLIX INC | NFLX | 2,278 | $2.1M | 1.36% |
| 15 | BOOZ ALLEN HAMILTON HLDG CORP | BAH | 16,500 | $1.7M | 1.10% |
| 16 | HCA HEALTHCARE INC | HCA | 4,513 | $1.6M | 1.00% |
| 17 | IDEXX LABS INC | 45168D104 | 3,635 | $1.5M | 0.98% |
| 18 | BOOKING HOLDINGS INC | BKNG | 327 | $1.5M | 0.96% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,358 | $1.3M | 0.80% |
| 20 | MICROSOFT CORP | MSFT | 2,500 | $938,475 | 0.60% |
| 21 | ALPHABET INC | GOOG | 4,400 | $680,416 | 0.44% |
| 22 | DANAHER CORPORATION | 235851102 | 3,018 | $618,690 | 0.40% |
| 23 | META PLATFORMS INC | META | 1,000 | $576,360 | 0.37% |
| 24 | INTUIT | INTU | 806 | $494,876 | 0.32% |
| 25 | AMAZON COM INC | AMZN | 2,600 | $494,676 | 0.32% |
| 26 | DOLLAR GEN CORP NEW | 256677105 | 4,703 | $413,535 | 0.26% |
| 27 | METTLER TOLEDO INTERNATIONAL | MTD | 232 | $273,971 | 0.18% |