Genoa Capital Gestora de Recursos Ltda.: 13F holdings
CIK 20648132026Q2
| Positions | 9 |
|---|
| Reported value | $551.2m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 9 (+1 vs prior quarter) |
|---|
| Reported value | $551.2m (+324.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 121,200 | $90.8m | 16.5% |
| NVDA NVIDIA CORPORATION | 115,194 | $23.0m | 4.2% |
| AMAT APPLIED MATLS INC | 30,949 | $22.4m | 4.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 37,080 | $17.7m | 3.2% |
| MU MICRON TECHNOLOGY INC | 13,793 | $15.9m | 2.9% |
| AXP AMERICAN EXPRESS CO | 39,358 | $13.3m | 2.4% |
| AMZN AMAZON COM INC | 35,681 | $8.5m | 1.5% |
| SPOTIFY TECHNOLOGY S A | 17,607 | $8.1m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2064813")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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