Genoa Capital Gestora de Recursos Ltda. — 13F holdings

Genoa Capital Gestora de Recursos Ltda. reported 18 holdings worth $446M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. IVV ISHARES TR — $116M (26.0%)
2. QQQ INVESCO QQQ TR — $66.6M (14.9%)
3. NVDA NVIDIA CORPORATION — $64.3M (14.4%)
4. META META PLATFORMS INC — $63.2M (14.2%)
5. SOXX ISHARES TR — $60.5M (13.5%)
6. AMD ADVANCED MICRO DEVICES INC — $31.8M (7.1%)
7. TSM TAIWAN SEMICONDUCTOR MFG LTD — $10.7M (2.4%)
8. MSFT MICROSOFT CORP — $10.1M (2.3%)
9. AMAT APPLIED MATLS INC — $7.89M (1.8%)
10. GEV GE VERNOVA INC — $6.38M (1.4%)