Investidor Profissional Gestao de Recursos Ltda. — 13F holdings

Investidor Profissional Gestao de Recursos Ltda. reported 23 holdings worth $172M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. MA MASTERCARD INCORPORATED — $22.5M (13.1%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $19.1M (11.1%)
3. META META PLATFORMS INC — $17.5M (10.1%)
4. V VISA INC — $17.4M (10.1%)
5. BKNG BOOKING HOLDINGS INC — $17.1M (9.9%)
6. SPGI S&P GLOBAL INC — $16.8M (9.8%)
7. MSFT MICROSOFT CORP — $9.82M (5.7%)
8. GOOGL ALPHABET INC — $9.10M (5.3%)
9. TDG TRANSDIGM GROUP INC — $8.92M (5.2%)
10. MELI MERCADOLIBRE INC — $8.44M (4.9%)