Turim 21 Investimentos Ltda. Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$511.1B

Holdings

83

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (83 positions)

#StockSharesValue% PortfolioType
1
EWZISHARES MSCI BRAZIL CAPPED ETF
4,853,442$140.0B27.39%
2
SPYSPDR S&P 500 ETF TRUST
131,785$81.4B15.93%
3
EFAISHARES MSCI EAFE ETF
575,703$51.5B10.07%
4
BILSPDR BLOOMBERG 1-3 MONTH T-B
380,390$34.9B6.83%
5
MSFTMICROSOFT CORP
64,856$32.3B6.31%
6
VALEVALE SA-SP ADR
3,136,971$30.5B5.96%
7
AMZNAMAZON.COM, INC
123,889$27.2B5.32%
8
GOOGALPHABET INC-CL C
139,235$24.7B4.83%
9
NDQINVESCO QQQ TRUST SERIES 1
36,872$20.3B3.98%
10
TIPISHARES TIPS BOND ETF
139,455$15.3B3.00%
11
SGOVISHARES 0-3 MONTH TREASURY B
147,337$14.8B2.90%
12
RSPINVESCO S&P 500 EQUAL WEIGHT
34,158$6.2B1.21%
13
ERICERICSSON (LM) TEL-SP ADR
670,000$5.7B1.11%
14
IEIISHARES 3-7 YEAR TREASURY BO
31,660$3.8B0.74%
15
IEFISHARES 7-10 YEAR TREASURY B
38,905$3.7B0.73%
16
BRK-BBERKSHIRE HATHAWAY INC-CL A
4$2.9B0.57%
17
DISWALT DISNEY
15,634$1.9B0.38%
18
AAPLAPPLE INC
6,170$1.3B0.25%
19
DMRCDIGIMARC CORP
94,553$1.2B0.24%
20
NVDANVIDIA CORPORATION
7,067$1.1B0.22%
21
CHDCHURCH & DWIGHT CO INC
11,400$1.1B0.21%
22
GGALGRUPO FINANCIERO GALICIA-ADR
17,700$891.9M0.17%
23
NXENEXGEN ENERGY LTD
123,215$855.1M0.17%
24
CCOCAMECO CORP
11,191$830.7M0.16%
25
PAMPAMPA ENERGIA SA-SPON ADR
10,916$757.4M0.15%
26
BMABANCO MACRO SA-ADR
8,675$609.1M0.12%
27
EEMISHARES MSCI EMRG MARKET ETF
12,623$608.9M0.12%
28
XLEENERGY SELECT SECTOR SPDR
6,019$510.5M0.10%
29
TGSTRANSPORTADOR GAS-ADR SP B
17,903$463.7M0.09%
30
IVEISHARES S&P 500 VALUE ETF
2,227$435.2M0.09%
31
AVGOBROADCOM INC
940$259.1M0.05%
32
KWEBKRANESHARES CSI CHINA INTERN
7,541$258.9M0.05%
33
ARKKARK INNOVATION ETF
3,235$227.4M0.04%
34
SUPVGRUPO SUPERVIELLE SA-SP ADR
21,153$224.0M0.04%
35
OBDCBLUE OWL CAPITAL CORP
15,416$221.1M0.04%
36
BUGGLOBAL X CYBERSECURITY ETF
5,393$200.1M0.04%
37
SWSMURFIT WESTROCK PLC
3,660$157.9M0.03%
38
VVVANGUARD LARGE-CAP ETF
505$144.1M0.03%
39
TSLATESLA INC
345$109.6M0.02%
40
PGPROCTER & GAMBLE
670$106.7M0.02%
41
MRKMERCK & CO INC
1,200$95.0M0.02%
42
AQLTISHARES CORE MSCI EAFE ETF
1,072$89.5M0.02%
43
IDEVISHARES CORE MSCI DEV MKTS
1,133$86.2M0.02%
44
VVISA INC
240$85.2M0.02%
45
GOOGLALPHABET INC-CL A (COMMON STOCK)
400$70.5M0.01%
46
LITGLOBAL X LITHIUM & BATTERY T
1,764$67.7M0.01%
47
JNJJOHNSON & JOHNSON
425$64.9M0.01%
48
URNMSPROTT URANIUM MINERS ETF
1,352$64.8M0.01%
49
ECHISHARES MSCI CHILE ETF
1,890$59.4M0.01%
50
COPXGLOBAL X COPPER MINERS ETF
1,206$54.3M0.01%
51
REGNREGENERON PHARMACEUTICALS
100$52.5M0.01%
52
XLVHEALTH CARE SELECT SECTOR
375$50.5M0.01%
53
PBRPETROBRAS - COMMON ADR
3,820$47.8M0.01%
54
VCITVANGUARD INT-TERM CORPORATE
521$43.2M0.01%
55
TMOTHERMO FISHER SCIENTIFIC INC
95$38.5M0.01%
56
RIVNRIVIAN AUTOMOTIVE INC-A
2,657$36.5M0.01%
57
BNDVANGUARD TOTAL BOND MARKET
484$35.6M0.01%
58
CTVACORTEVA INC
470$35.0M0.01%
59
NUNU HOLDINGS LTD - A
2,450$33.6M0.01%
60
PFEPFIZER INC
1,230$29.8M0.01%
61
LASELASER PHOTONICS CORP
9,780$26.3M0.01%
62
TTENTOTAL SA-SPON ADR
410$25.2M0.00%
63
SHELSHELL PLC-ADR
345$24.3M0.00%
64
JOBYJOBY AVIATION INC
2,057$21.7M0.00%
65
BABAALIBABA GROUP HOLDING-SP ADR
190$21.5M0.00%
66
ACHRARCHER AVIATION INC-A
1,944$21.1M0.00%
67
MLB1MERCADOLIBRE INC
8$20.9M0.00%
68
KVYOKLAVIYO INC-A
543$18.2M0.00%
69
STNESTONECO LTD-A
1,100$17.6M0.00%
70
ACLXARCELLX INC
179$11.8M0.00%
71
NVNINVNI GROUP LTD
37,023$11.0M0.00%
72
EHEHANG HOLDINGS LTD-SPS ADR
501$8.7M0.00%
73
XYZBLOCK INC
95$8.3M0.00%
74
BKSYBLACKSKY TECHNOLOGY INC
250$5.1M0.00%
75
MSOSADVISORSHARES PURE US CANN
1,375$3.3M0.00%
76
BANDBANDWIDTH INC-CLASS A
162$2.6M0.00%
77
FSLYFASTLY INC - CLASS A
328$2.3M0.00%
78
VTRSVIATRIS INC
152$1.4M0.00%
79
PTONPELOTON INTERACTIVE INC-A
110$763K0.00%
80
CGCCANOPY GROWTH CORP
230$281K0.00%
81
GROVGROVE COLLABORATIVE HOLDINGS
214$246K0.00%
82
DMTKQDERMTECH INC
363$38K0.00%
83
RSX1USDVANECK RUSSIA ETF
21,727$00.00%