Stock Taper 
BW GESTAO DE INVESTIMENTOS LTDA.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Deere & Company | DE | 14.07K | $8.93M |
 Philip Morris International Inc. | PM | 14.35K | $2.6M |
 ASML Holding N.V. | ASML | 15K | $29.84M |
 Lowe's Companies, Inc. | LOW | 15.01K | $3.31M |
 Cloudflare, Inc. | NET | 15.09K | $3.7M |
 Twilio Inc. | TWLO | 15.19K | $3.13M |
 KeyCorp | KEY | 15.46K | $356.33K |
 Curtiss-Wright Corporation | CW | 16.57K | $12.56M |
 Cognizant Technology Solutions Corporation | CTSH | 17.5K | $677.77K |
 Applied Materials, Inc. | AMAT | 17.91K | $12.95M |
 Reliance Steel & Aluminum Co. | RS | 18.7K | $6.99M |
 Wintrust Financial Corporation | WTFC | 20.04K | $3.22M |
 Visa Inc. | V | 21.39K | $7.34M |
 Restaurant Brands International Inc. | QSR | 22K | $1.6M |
 Warrior Met Coal, Inc. | HCC | 22K | $1.79M |
 Cognex Corporation | CGNX | 22.21K | $1.61M |
 LPL Financial Holdings Inc. | LPLA | 22.34K | $6.29M |
 NVIDIA Corporation | NVDA | 22.46K | $4.49M |
 Pan American Silver Corp. | PAAS | 22.53K | $1.01M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 23.45K | $2.33M |