GENOA CAPITAL GESTORA DE RECURSOS LTDA.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STNE | 249K | $3.68B |
 | NU | 231K | $3.87B |
 | NVDA | 187K | $34.96B |
 | UBER | 76K | $6.19B |
 | AMAT | 76K | $19.40B |
 | AMZN | 72K | $16.52B |
 | MSFT | 54K | $26.24B |
 | WFC | 52K | $4.80B |
 | TSM | 41K | $12.58B |
 | TLN | 35K | $13.17B |
 | COF | 30K | $7.17B |
 | GOOGL | 8K | $2.53B |
 | GOOG | 8K | $2.38B |
StoneCo Ltd.
STNE
Shares Held
249K
Value
$3.68B
Nu Holdings Ltd.
NU
Shares Held
231K
Value
$3.87B
NVIDIA Corporation
NVDA
Shares Held
187K
Value
$34.96B
Uber Technologies, Inc.
UBER
Shares Held
76K
Value
$6.19B
Applied Materials, Inc.
AMAT
Shares Held
76K
Value
$19.40B
Amazon.com, Inc.
AMZN
Shares Held
72K
Value
$16.52B
Microsoft Corporation
MSFT
Shares Held
54K
Value
$26.24B
Wells Fargo & Company
WFC
Shares Held
52K
Value
$4.80B
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
41K
Value
$12.58B
Talen Energy Corporation
TLN
Shares Held
35K
Value
$13.17B
Capital One Financial Corporation
COF
Shares Held
30K
Value
$7.17B
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$2.53B
Alphabet Inc.
GOOG
Shares Held
8K
Value
$2.38B