首页 › 机构 › Investidor Profissional Gestao de Recursos Ltda.
Investidor Profissional Gestao de Recursos Ltda.
特别关注No.7657 数据截至 2026Q2环比变动 Q1 2026
-$1.33亿-43.6%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 万事达MA |
| 13.07% | 6.02% | $2,252.9万 | 4.4万股 | $1,842.4万 | 3.7万股 | +6,991股+18.96% | 加仓 |
 台积电TSM |
| 11.07% | 2.74% | $1,908.0万 | 4.0万股 | $839.1万 | 2.5万股 | +1.5万股+60.90% | 加仓 |
 Meta平台META |
| 10.13% | 5.95% | $1,745.6万 | 3.1万股 | $1,820.3万 | 3.2万股 | -826股-2.60% | 减仓 |
 VisaV |
| 10.07% | 4.74% | $1,735.1万 | 5.1万股 | $1,450.6万 | 4.8万股 | +2,579股+5.37% | 加仓 |
 BOOKING COMBKNG |
| 9.93% | 5.05% | $1,711.1万 | 9.6万股 | $1,543.1万 | 3,665股 | +9.2万股+2,519.29% | 加仓 |
 标普全球SPGI |
| 9.76% | 1.18% | $1,682.4万 | 4.1万股 | $361.7万 | 8,503股 | +3.3万股+385.83% | 加仓 |
 微软MSFT |
| 5.7% | 5.41% | $982.0万 | 2.6万股 | $1,654.0万 | 4.5万股 | -1.8万股-41.08% | 减仓 |
 谷歌AGOOGL |
| 5.28% | 4.26% | $910.3万 | 2.5万股 | $1,302.6万 | 4.5万股 | -2.0万股-43.77% | 减仓 |
 TransDigmTDG |
| 5.17% | 2.51% | $891.5万 | 6,693股 | $768.7万 | 6,633股 | +60股+0.90% | 加仓 |
 MERCADOLIBRE COMMELI |
| 4.9% | 3.32% | $843.9万 | 4,972股 | $1,016.8万 | 5,881股 | -909股-15.46% | 减仓 |
 FICOFICO |
| 3.45% | 2.67% | $595.1万 | 4,981股 | $817.3万 | 7,656股 | -2,675股-34.94% | 减仓 |
 亚马逊AMZN |
| 3.4% | 2.01% | $585.6万 | 2.5万股 | $614.9万 | 3.0万股 | -4,952股-16.77% | 减仓 |
 NubankNU |
| 3.08% | 0.99% | $531.3万 | 39.8万股 | $301.6万 | 21.0万股 | +18.8万股+89.47% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.55% | 1.33% | $267.9万 | 5,353股 | $406.5万 | 8,482股 | -3,129股-36.89% | 减仓 |
 英伟达NVDA |
| 1.43% | 0.11% | $247.2万 | 1.2万股 | $32.5万 | 1,862股 | +1.0万股+563.43% | 加仓 |
 HCA医疗HCA |
| 1.39% | — | $239.5万 | 6,142股 | $0 | 0股 | +6,142股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 0.43% | 0.23% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 Markel Group Inc.MKL |
| 0.18% | — | $30.3万 | 155股 | $0 | 0股 | +155股 | 新买入 |
