Investidor Profissional Gestao de Recursos Ltda. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Investidor Profissional Gestao de Recursos Ltda. opened 31 positions, added to 56, reduced 72 and sold out of 27.
- Q2 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 41,681.
- Q2 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 40,698.
- Q2 2026: Stock FICO; Country of operation United States; Class COM; Shares before 7,656.
- Q2 2026: Stock MELI; Country of operation —; Class COM; Shares before 5,881.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1953154), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 41,681 | 23,525 | -18,156 | $15,429,056 | $8,775,296 | -$6,653,760 | 2026-08-11 |
|---|
| Q2 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 40,698 | 23,273 | -17,425 | $11,703,117 | $8,317,072 | -$3,386,045 | 2026-08-11 |
|---|
| Q2 2026 | FICO
FAIR ISAAC CORP | United States | COM | 7,656 | 4,981 | -2,675 | $8,173,086 | $5,951,199 | -$2,221,887 | 2026-08-11 |
|---|
| Q2 2026 | MELI
MERCADOLIBRE INC | | COM | 5,881 | 4,972 | -909 | $10,168,367 | $8,439,423 | -$1,728,944 | 2026-08-11 |
|---|
| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 30,316 | 28,190 | -2,126 | $17,344,693 | $15,879,145 | -$1,465,548 | 2026-08-11 |
|---|
| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 8,482 | 5,353 | -3,129 | $4,064,574 | $2,678,588 | -$1,385,986 | 2026-08-11 |
|---|
| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | 26,123 | 23,171 | -2,952 | $5,440,637 | $5,522,576 | +$81,939 | 2026-08-11 |
|---|
| Q1 2026 | TDG
TRANSDIGM GROUP INC | United States | COM | 11,220 | 6,633 | -4,587 | $14,920,917 | $7,687,382 | -$7,233,535 | 2026-05-12 |
|---|
| Q1 2026 | NFLX
NETFLIX INC | United States | COM | 91,149 | 44,970 | -46,179 | $8,546,130 | $4,323,866 | -$4,222,264 | 2026-05-12 |
|---|
| Q1 2026 | ABNB
AIRBNB INC | United States | COM CL A | 40,780 | 19,928 | -20,852 | $5,534,662 | $2,516,508 | -$3,018,154 | 2026-05-12 |
|---|
| Q4 2025 | META
META PLATFORMS INC | United States | CL A | 14,799 | 13,059 | -1,740 | $10,868,090 | $8,620,115 | -$2,247,975 | 2026-02-05 |
|---|
| Q4 2025 | MSFT
MICROSOFT CORP | United States | COM | 26,684 | 24,687 | -1,997 | $13,820,978 | $11,939,127 | -$1,881,851 | 2026-02-05 |
|---|
| Q4 2025 | V
VISA INC | United States | COM CL A | 34,572 | 30,575 | -3,997 | $11,802,189 | $10,722,958 | -$1,079,231 | 2026-02-05 |
|---|
| Q4 2025 | TDG
TRANSDIGM GROUP INC | United States | COM | 11,834 | 11,220 | -614 | $15,597,449 | $14,920,917 | -$676,532 | 2026-02-05 |
|---|
| Q4 2025 | BKNG
BOOKING HOLDINGS INC | United States | COM | 3,355 | 3,261 | -94 | $18,114,551 | $17,463,731 | -$650,820 | 2026-02-05 |
|---|
| Q4 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 47,098 | 35,160 | -11,938 | $11,449,524 | $11,005,080 | -$444,444 | 2026-02-05 |
|---|
| Q4 2025 | AMZN
AMAZON COM INC | United States | COM | 27,202 | 24,337 | -2,865 | $5,972,743 | $5,617,466 | -$355,277 | 2026-02-05 |
|---|
| Q4 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,448 | 2,189 | -259 | $1,230,708 | $1,100,301 | -$130,407 | 2026-02-05 |
|---|
| Q4 2025 | MA
MASTERCARD INCORPORATED | United States | CL A | 26,440 | 26,410 | -30 | $15,039,336 | $15,076,941 | +$37,605 | 2026-02-05 |
|---|
| Q3 2025 | MSFT
MICROSOFT CORP | United States | COM | 48,844 | 26,684 | -22,160 | $24,295,494 | $13,820,978 | -$10,474,516 | 2025-11-17 |
|---|
| Q3 2025 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 25,749 | 2,987 | -22,762 | $10,440,190 | $1,448,755 | -$8,991,435 | 2025-11-17 |
|---|
| Q3 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 98,216 | 47,098 | -51,118 | $17,308,606 | $11,449,524 | -$5,859,082 | 2025-11-17 |
|---|
| Q3 2025 | AMZN
AMAZON COM INC | United States | COM | 52,589 | 27,202 | -25,387 | $11,537,501 | $5,972,743 | -$5,564,758 | 2025-11-17 |
|---|
| Q3 2025 | ABNB
AIRBNB INC | United States | COM CL A | 52,150 | 19,358 | -32,792 | $6,901,531 | $2,350,448 | -$4,551,083 | 2025-11-17 |
|---|
| Q3 2025 | HCA
HCA HEALTHCARE INC | United States | COM | 6,867 | 555 | -6,312 | $2,630,748 | $236,541 | -$2,394,207 | 2025-11-17 |
|---|
| Q3 2025 | META
META PLATFORMS INC | United States | CL A | 17,324 | 14,799 | -2,525 | $12,786,671 | $10,868,090 | -$1,918,581 | 2025-11-17 |
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| Q3 2025 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 448 | 438 | -10 | $359,023 | $424,023 | +$65,000 | 2025-11-17 |
|---|
| Q2 2025 | TDG
TRANSDIGM GROUP INC | United States | COM | 10,483 | 8,839 | -1,644 | $14,501,029 | $13,440,937 | -$1,060,092 | 2025-08-11 |
|---|
| Q2 2025 | META
META PLATFORMS INC | United States | CL A | 20,480 | 17,324 | -3,156 | $11,803,853 | $12,786,671 | +$982,818 | 2025-08-11 |
|---|
| Q2 2025 | NFLX
NETFLIX INC | United States | COM | 2,278 | 984 | -1,294 | $2,124,303 | $1,317,704 | -$806,599 | 2025-08-11 |
|---|
| Q2 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,358 | 1,311 | -1,047 | $1,255,824 | $636,844 | -$618,980 | 2025-08-11 |
|---|
| Q2 2025 | IDXX
IDEXX LABS INC | United States | COM | 3,635 | 1,956 | -1,679 | $1,526,518 | $1,049,081 | -$477,437 | 2025-08-11 |
|---|
| Q1 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 38,658 | 28,440 | -10,218 | $7,317,959 | $4,397,962 | -$2,919,997 | 2025-05-09 |
|---|
| Q1 2025 | AMZN
AMAZON COM INC | United States | COM | 40,551 | 34,243 | -6,308 | $8,896,484 | $6,515,073 | -$2,381,411 | 2025-05-09 |
|---|
| Q1 2025 | META
META PLATFORMS INC | United States | CL A | 21,849 | 20,480 | -1,369 | $12,792,808 | $11,803,853 | -$988,955 | 2025-05-09 |
|---|
| Q1 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,618 | 2,358 | -260 | $1,186,687 | $1,255,824 | +$69,137 | 2025-05-09 |
|---|
| Q1 2025 | V
VISA INC | United States | COM CL A | 30,593 | 27,758 | -2,835 | $9,668,612 | $9,728,069 | +$59,457 | 2025-05-09 |
|---|
| Q4 2024 | GLOB
GLOBANT S A | Luxembourg | COM | 39,595 | 4,356 | -35,239 | $7,845,353 | $934,014 | -$6,911,339 | 2025-02-13 |
|---|
| Q4 2024 | ABNB
AIRBNB INC | United States | COM CL A | 71,271 | 26,049 | -45,222 | $9,037,876 | $3,423,099 | -$5,614,777 | 2025-02-13 |
|---|
| Q4 2024 | NFLX
NETFLIX INC | United States | COM | 8,337 | 1,971 | -6,366 | $5,913,184 | $1,756,792 | -$4,156,392 | 2025-02-13 |
|---|
| Q4 2024 | MA
MASTERCARD INCORPORATED | United States | CL A | 21,699 | 12,999 | -8,700 | $10,714,966 | $6,844,883 | -$3,870,083 | 2025-02-13 |
|---|
| Q4 2024 | V
VISA INC | United States | COM CL A | 48,207 | 30,593 | -17,614 | $13,254,515 | $9,668,612 | -$3,585,903 | 2025-02-13 |
|---|
| Q4 2024 | META
META PLATFORMS INC | United States | CL A | 28,462 | 21,849 | -6,613 | $16,292,787 | $12,792,808 | -$3,499,979 | 2025-02-13 |
|---|
| Q4 2024 | TDG
TRANSDIGM GROUP INC | United States | COM | 9,686 | 9,649 | -37 | $13,823,181 | $12,227,985 | -$1,595,196 | 2025-02-13 |
|---|
| Q4 2024 | AMZN
AMAZON COM INC | United States | COM | 50,191 | 40,551 | -9,640 | $9,352,089 | $8,896,484 | -$455,605 | 2025-02-13 |
|---|
| Q4 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 42,647 | 38,658 | -3,989 | $7,073,005 | $7,317,959 | +$244,954 | 2025-02-13 |
|---|
| Q4 2024 | DHR
DANAHER CORPORATION | United States | COM | 2,814 | 2,537 | -277 | $782,348 | $582,368 | -$199,980 | 2025-02-13 |
|---|
| Q3 2024 | ABNB
AIRBNB INC | United States | COM CL A | 106,747 | 71,271 | -35,476 | $16,186,048 | $9,037,876 | -$7,148,172 | 2024-11-07 |
|---|
| Q3 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 68,305 | 42,647 | -25,658 | $12,441,756 | $7,073,005 | -$5,368,751 | 2024-11-07 |
|---|
| Q3 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 13,093 | 2,094 | -10,999 | $5,326,232 | $963,784 | -$4,362,448 | 2024-11-07 |
|---|
| Q3 2024 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 6,304 | 1,164 | -5,140 | $3,486,112 | $720,015 | -$2,766,097 | 2024-11-07 |
|---|
| Q3 2024 | META
META PLATFORMS INC | United States | CL A | 34,255 | 28,462 | -5,793 | $17,272,056 | $16,292,787 | -$979,269 | 2024-11-07 |
|---|
| Q3 2024 | NFLX
NETFLIX INC | United States | COM | 9,584 | 8,337 | -1,247 | $6,468,050 | $5,913,184 | -$554,866 | 2024-11-07 |
|---|
| Q3 2024 | V
VISA INC | United States | COM CL A | 51,898 | 48,207 | -3,691 | $13,621,668 | $13,254,515 | -$367,153 | 2024-11-07 |
|---|
| Q3 2024 | PPLI
IAC INC | United States | COM NEW | 90,453 | 72,300 | -18,153 | $4,237,723 | $3,891,186 | -$346,537 | 2024-11-07 |
|---|
| Q3 2024 | MSCI
MSCI INC | United States | COM | 5,142 | 4,788 | -354 | $2,477,159 | $2,791,069 | +$313,910 | 2024-11-07 |
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| Q3 2024 | ULTA
ULTA BEAUTY INC | United States | COM | 1,592 | 977 | -615 | $614,305 | $380,170 | -$234,135 | 2024-11-07 |
|---|
| Q3 2024 | DHR
DANAHER CORPORATION | United States | COM | 4,013 | 2,814 | -1,199 | $1,002,648 | $782,348 | -$220,300 | 2024-11-07 |
|---|
| Q3 2024 | MA
MASTERCARD INCORPORATED | United States | CL A | 24,146 | 21,699 | -2,447 | $10,652,249 | $10,714,966 | +$62,717 | 2024-11-07 |
|---|
| Q2 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 144,067 | 68,305 | -75,762 | $21,744,032 | $12,441,756 | -$9,302,276 | 2024-08-13 |
|---|
| Q2 2024 | ABNB
AIRBNB INC | United States | COM CL A | 139,928 | 106,747 | -33,181 | $23,082,523 | $16,186,048 | -$6,896,475 | 2024-08-13 |
|---|
| Q2 2024 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 13,942 | 6,304 | -7,638 | $8,103,230 | $3,486,112 | -$4,617,118 | 2024-08-13 |
|---|
| Q2 2024 | DHR
DANAHER CORPORATION | United States | COM | 21,995 | 4,013 | -17,982 | $5,492,591 | $1,002,648 | -$4,489,943 | 2024-08-13 |
|---|
| Q2 2024 | TDG
TRANSDIGM GROUP INC | United States | COM | 10,388 | 6,626 | -3,762 | $12,793,861 | $8,465,444 | -$4,328,417 | 2024-08-13 |
|---|
| Q2 2024 | V
VISA INC | United States | COM CL A | 56,661 | 51,898 | -4,763 | $15,812,952 | $13,621,668 | -$2,191,284 | 2024-08-13 |
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| Q2 2024 | PPLI
IAC INC | United States | COM NEW | 99,532 | 90,453 | -9,079 | $5,309,037 | $4,237,723 | -$1,071,314 | 2024-08-13 |
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| Q1 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 51,281 | 11,059 | -40,222 | $18,289,881 | $4,650,531 | -$13,639,350 | 2024-05-16 |
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| Q1 2024 | PPLI
IAC INTERACTIVECORP NEW | United States | COM NEW | 174,218 | 99,532 | -74,686 | $9,125,539 | $5,309,037 | -$3,816,502 | 2024-05-16 |
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| Q1 2024 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 21,615 | 13,942 | -7,673 | $11,473,026 | $8,103,230 | -$3,369,796 | 2024-05-16 |
|---|
| Q1 2024 | META
META PLATFORMS INC | United States | CL A | 29,532 | 15,274 | -14,258 | $10,453,147 | $7,416,749 | -$3,036,398 | 2024-05-16 |
|---|
| Q1 2024 | V
VISA INC | United States | COM CL A | 63,265 | 56,661 | -6,604 | $16,471,043 | $15,812,952 | -$658,091 | 2024-05-16 |
|---|
| Q1 2024 | NFLX
NETFLIX INC | United States | COM | 12,675 | 9,364 | -3,311 | $6,171,204 | $5,687,038 | -$484,166 | 2024-05-16 |
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