Turim 21 Investimentos Ltda. historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Turim 21 Investimentos Ltda. opened 75 positions, added to 50, reduced 44 and sold out of 62.
- Q2 2026: Stock AMBIQ; Country of operation —; Class CL A ORD SHS; Shares before 128,800.
- Q1 2026: Stock CCJ; Country of operation —; Class COM; Shares before 5,457.
- Q1 2026: Stock VTEX; Country of operation —; Class SHS CL A; Shares before 2,227.
- Q1 2026: Stock SHOP; Country of operation —; Class CL A; Shares before 117.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1652174), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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 2017-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | AMBIQ
AMBIPAR EMERGENCY RESPONSE -- | | CL A ORD SHS | 128,800 | 0 | -128,800 | $6,633 | $0 | -$6,633 | 2026-08-10 |
|---|
| Q1 2026 | CCJ
CAMECO CORP | | COM | 5,457 | 0 | -5,457 | $499,261 | $0 | -$499,261 | 2026-05-15 |
|---|
| Q1 2026 | VTEX
ISHARES S&P 500 VALUE ETF | | SHS CL A | 2,227 | 0 | -2,227 | $472,280 | $0 | -$472,280 | 2026-05-15 |
|---|
| Q1 2026 | SHOP
SHOPIFY INC - CLASS A | | CL A | 117 | 0 | -117 | $18,833 | $0 | -$18,833 | 2026-05-15 |
|---|
| Q1 2026 | MELI
MERCADOLIBRE INC | | COM | 8 | 0 | -8 | $16,114 | $0 | -$16,114 | 2026-05-15 |
|---|
| Q1 2026 | INTU
SERVICENOW INC | United States | COM | 95 | 0 | -95 | $14,553 | $0 | -$14,553 | 2026-05-15 |
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| Q1 2026 | XOMXXXX
EXXON MOBIL | | COM | 81 | 0 | -81 | $9,748 | $0 | -$9,748 | 2026-05-15 |
|---|
| Q1 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 232 | 0 | -232 | $9,449 | $0 | -$9,449 | 2026-05-15 |
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| Q1 2026 | AMD
ADOBE INC | United States | COM | 26 | 0 | -26 | $9,100 | $0 | -$9,100 | 2026-05-15 |
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| Q1 2026 | NEE
NEXTERA ENERGY INC | United States | COM | 106 | 0 | -106 | $8,510 | $0 | -$8,510 | 2026-05-15 |
|---|
| Q1 2026 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 24 | 0 | -24 | $7,923 | $0 | -$7,923 | 2026-05-15 |
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| Q1 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 43 | 0 | -43 | $7,921 | $0 | -$7,921 | 2026-05-15 |
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| Q1 2026 | LNG
CHENIERE ENERGY INC | United States | COM NEW | 19 | 0 | -19 | $4,028 | $0 | -$4,028 | 2026-05-15 |
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| Q1 2026 | PG
ARRIVAL SA | United States | COM | 1,334 | 0 | -1,334 | $986 | $0 | -$986 | 2026-05-15 |
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| Q4 2025 | NXE
MORGAN STANLEY INV F - GLB BRNDS - A | | COM | 1,411 | 0 | -1,411 | $320,796 | $0 | -$320,796 | 2026-02-17 |
|---|
| Q4 2025 | VSXY
HEPTAGON YACKTMAN US EQTY-A | United States | COMMON STOCK | 676 | 0 | -676 | $237,739 | $0 | -$237,739 | 2026-02-17 |
|---|
| Q4 2025 | IOT
SAMSARA INC-CL A | United States | COM CL A | 4,277 | 0 | -4,277 | $159,318 | $0 | -$159,318 | 2026-02-17 |
|---|
| Q4 2025 | SLV
ISHARES SILVER TRUST | United States | ISHARES | 3,500 | 0 | -3,500 | $148,295 | $0 | -$148,295 | 2026-02-17 |
|---|
| Q4 2025 | LHX
ISHARES GOLD TRUST | United States | COM | 462 | 0 | -462 | $33,620 | $0 | -$33,620 | 2026-02-17 |
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| Q4 2025 | TTAN
SERVICETITAN INC-A | United States | SHS CL A | 40 | 0 | -40 | $4,033 | $0 | -$4,033 | 2026-02-17 |
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| Q4 2025 | QUBT
QUANTUM COMPUTING INC | United States | COM | 167 | 0 | -167 | $3,074 | $0 | -$3,074 | 2026-02-17 |
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| Q3 2025 | CHD
CHURCH & DWIGHT CO INC | United States | COM | 11,400 | 0 | -11,400 | $1,095,654 | $0 | -$1,095,654 | 2025-11-14 |
|---|
| Q3 2025 | AVGO
BROADCOM INC | United States | COM | 940 | 0 | -940 | $259,111 | $0 | -$259,111 | 2025-11-14 |
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| Q3 2025 | MRK
MERCK & CO INC | United States | COM | 1,200 | 0 | -1,200 | $94,992 | $0 | -$94,992 | 2025-11-14 |
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| Q3 2025 | V
VISA INC | United States | COM CL A | 240 | 0 | -240 | $85,212 | $0 | -$85,212 | 2025-11-14 |
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| Q3 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 425 | 0 | -425 | $64,919 | $0 | -$64,919 | 2025-11-14 |
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| Q3 2025 | REGN
REGENERON PHARMACEUTICALS | United States | COM | 100 | 0 | -100 | $52,500 | $0 | -$52,500 | 2025-11-14 |
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| Q3 2025 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 95 | 0 | -95 | $38,519 | $0 | -$38,519 | 2025-11-14 |
|---|
| Q3 2025 | RIVN
RIVIAN AUTOMOTIVE INC-A | United States | COM CL A | 2,657 | 0 | -2,657 | $36,507 | $0 | -$36,507 | 2025-11-14 |
|---|
| Q3 2025 | CTVA
CORTEVA INC | United States | COM | 470 | 0 | -470 | $35,029 | $0 | -$35,029 | 2025-11-14 |
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| Q3 2025 | NU
NU HOLDINGS LTD - A | | ORD SHS CL A | 2,450 | 0 | -2,450 | $33,614 | $0 | -$33,614 | 2025-11-14 |
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| Q3 2025 | PFE
PFIZER INC | United States | COM | 1,230 | 0 | -1,230 | $29,815 | $0 | -$29,815 | 2025-11-14 |
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| Q3 2025 | LASE
LASER PHOTONICS CORP | United States | COM | 9,780 | 0 | -9,780 | $26,308 | $0 | -$26,308 | 2025-11-14 |
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| Q3 2025 | KVYO
KLAVIYO INC-A | United States | COM SER A | 543 | 0 | -543 | $18,234 | $0 | -$18,234 | 2025-11-14 |
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| Q3 2025 | STNE
STONECO LTD-A | | COM CL A | 1,100 | 0 | -1,100 | $17,644 | $0 | -$17,644 | 2025-11-14 |
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| Q3 2025 | ACLX
ARCELLX INC | United States | COMMON STOCK | 179 | 0 | -179 | $11,787 | $0 | -$11,787 | 2025-11-14 |
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| Q3 2025 | XYZ
BLOCK INC | United States | CL A | 95 | 0 | -95 | $8,261 | $0 | -$8,261 | 2025-11-14 |
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| Q3 2025 | VTRS
VIATRIS INC | United States | COM | 152 | 0 | -152 | $1,357 | $0 | -$1,357 | 2025-11-14 |
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| Q2 2025 | GLD
SPDR GOLD SHARES | United States | GOLD SHS | 15,857 | 0 | -15,857 | $4,569,036 | $0 | -$4,569,036 | 2025-08-14 |
|---|
| Q2 2025 | MSTR
MICROSTRATEGY INC-CL A | United States | CL A NEW | 11,000 | 0 | -11,000 | $3,170,970 | $0 | -$3,170,970 | 2025-08-14 |
|---|
| Q2 2025 | NFLX
NETFLIX INC | United States | COM | 50 | 0 | -50 | $46,627 | $0 | -$46,627 | 2025-08-14 |
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| Q2 2025 | PYPL
PAYPAL HOLDINGS INC | United States | COM | 200 | 0 | -200 | $13,050 | $0 | -$13,050 | 2025-08-14 |
|---|
| Q2 2025 | XP
XP INC | | CL A | 205 | 0 | -205 | $2,819 | $0 | -$2,819 | 2025-08-14 |
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| Q1 2025 | META
META PLATFORMS INC-CLASS A | United States | CL A | 799 | 0 | -799 | $550,655 | $0 | -$550,655 | 2025-05-15 |
|---|
| Q1 2025 | NEM
NEWMONT MINING | United States | COM | 8,563 | 0 | -8,563 | $365,811 | $0 | -$365,811 | 2025-05-15 |
|---|
| Q1 2025 | SW
SMURFIT WESTROCK PLC | | SHS | 3,660 | 0 | -3,660 | $194,309 | $0 | -$194,309 | 2025-05-15 |
|---|
| Q1 2025 | BRKB
BERKSHIRE HATHAWAY BRK/B | | CL B NEW | 109 | 0 | -109 | $51,085 | $0 | -$51,085 | 2025-05-15 |
|---|
| Q1 2025 | RIVN
RIVIAN AUTOMOTIVE INC-A | United States | COM CL A | 2,657 | 0 | -2,657 | $33,372 | $0 | -$33,372 | 2025-05-15 |
|---|
| Q1 2025 | KVYO
KLAVIYO INC-A | United States | COM SER A | 543 | 0 | -543 | $24,983 | $0 | -$24,983 | 2025-05-15 |
|---|
| Q1 2025 | VINP
VINCI PARTNERS INVESTMENTS-A | | COM CL A | 2,000 | 0 | -2,000 | $20,580 | $0 | -$20,580 | 2025-05-15 |
|---|
| Q1 2025 | BKNG
BOOKING HOLDINGS INC | United States | COM | 3 | 0 | -3 | $14,213 | $0 | -$14,213 | 2025-05-15 |
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| Q4 2024 | EL
ESTEE LAUDER COMPANIES-CL A | United States | CL A | 520 | 0 | -520 | $51,839 | $0 | -$51,839 | 2025-02-14 |
|---|
| Q3 2024 | GLD
SPDR GOLD SHARES | United States | GOLD SHS | 21,575 | 0 | -21,575 | $4,638,841 | $0 | -$4,638,841 | 2024-11-14 |
|---|
| Q2 2024 | CROX
CROCS INC | United States | COM | 2,806 | 0 | -2,806 | $403,503 | $0 | -$403,503 | 2024-08-14 |
|---|
| Q2 2024 | HOOD
ROBINHOOD MARKETS INC - A | United States | COM CL A | 13,639 | 0 | -13,639 | $274,553 | $0 | -$274,553 | 2024-08-14 |
|---|
| Q2 2024 | EU
ENCORE ENERGY CORP | United States | COM NEW | 23,758 | 0 | -23,758 | $100,893 | $0 | -$100,893 | 2024-08-14 |
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| Q1 2024 | GLD
SPDR GOLD SHARES | United States | GOLD SHS | 9,119 | 0 | -9,119 | $1,743,279 | $0 | -$1,743,279 | 2024-05-15 |
|---|
| Q1 2024 | META
META PLATFORMS INC-CLASS A | United States | CL A | 2,989 | 0 | -2,989 | $1,057,986 | $0 | -$1,057,986 | 2024-05-15 |
|---|
| Q1 2024 | XP
XP INC | | CL A | 15,916 | 0 | -15,916 | $414,930 | $0 | -$414,930 | 2024-05-15 |
|---|
| Q1 2024 | VSXY
VICTORIA'S SECRET & CO | United States | COMMON STOCK | 8,508 | 0 | -8,508 | $225,802 | $0 | -$225,802 | 2024-05-15 |
|---|
| Q1 2024 | MELI
MERCADOLIBRE INC | | COM | 113 | 0 | -113 | $177,584 | $0 | -$177,584 | 2024-05-15 |
|---|
| Q1 2024 | CCJ
CAMECO CORP | | COM | 2,983 | 0 | -2,983 | $128,567 | $0 | -$128,567 | 2024-05-15 |
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