13F Insight
DOSSIER · 13F-HR · Q2 2026

Investidor Profissional Gestao de Recursos Ltda.

$172M in tracked AUM across 23 positions as of Q2 2026.

IP
CIK 0001953154 · last filed Jun 30, 2026
Total AUM
$172M
as of Q2 2026
Holdings
23
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Investidor Profissional Gestao de Recursos Ltda. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MA
MASTERCARD INCORPORATED
$23M44K13.1%02
TSM
TAIWAN SEMICONDUCTOR MFG LTD
$19M40K11.1%03
META
META PLATFORMS INC
$17M31K10.1%04
V
VISA INC
$17M51K10.1%05
BKNG
BOOKING HOLDINGS INC
$17M96K9.9%06
SPGI
S&P GLOBAL INC
$17M41K9.8%07
MSFT
MICROSOFT CORP
$10M26K5.7%08
GOOGL
ALPHABET INC
$9M25K5.3%09
TDG
TRANSDIGM GROUP INC
$9M7K5.2%10
MELI
MERCADOLIBRE INC
$8M5K4.9%

Filing history

2026Q2Jun 30
$172M▼ 43.6%
23 positionsView →2026Q1Mar 31
$306M▲ 83.5%
27 positionsView →2025Q4Dec 31
$167M▼ 24.6%
21 positionsView →2025Q3Sep 30
$221M▲ 13.1%
23 positionsLocked2025Q2Jun 30
$195M▲ 25.0%
28 positionsLocked2025Q1Mar 31
$156M▼ 8.8%
27 positionsLocked2024Q4Dec 31
$171M▼ 19.6%
25 positionsLocked2024Q3Sep 30
$213M▼ 6.7%
25 positionsLocked2024Q2Jun 30
$228M▼ 22.2%
25 positionsLocked2024Q1Mar 31
$293M▼ 48.1%
22 positionsLocked2023Q4Dec 31
$566M▲ 80.0%
16 positionsLocked2023Q3Sep 30
$314M▲ 32.7%
23 positionsLocked
Showing 12 of 35