Turim 21 Investimentos Ltda. Portfolio Stock Holdings

According to the SEC 13F filed on August 10, 2026, Turim 21 Investimentos Ltda. disclosed 116 stock positions valued at approximately $613.26M as of quarter-end June 30, 2026. The largest holdings include SPDR S&P 500 ETF TRUST, ISHARES MSCI BRAZIL CAPPED ETF, and SPDR GOLD SHARES.

Report Period
June 30, 2026
No. of Stocks
116
Portfolio Value
$613.26M
Holdings by Sector
Turim 21 Investimentos Ltda. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SPDR S&P 500 ETF TRUSTVTIOther25.48%209,279+6,844+3.38%$156,283,279
ISHARES MSCI BRAZIL CAPPED ETFEWZOther14.64%2,602,639+2,591,366+22987.37%$89,791,046
SPDR GOLD SHARESVTWOOther7.29%121,344+5,052+4.34%$44,700,703
VALE SA-SP ADRVALEBasic Materials6.24%2,545,258-133,618-4.99%$38,280,680
ISHARES CORE MSCI EMERGINGIEMGOther5.93%438,836+431,945+6268.25%$36,353,174
ISHARES 1-3 YR INT TREASURY BONDISHGOther5.77%476,912+15,937+3.46%$35,408,331
AMAZON.COM, INCAMZNConsumer Cyclical3.95%101,621-16,556-14.01%$24,220,349
ALPHABET INC-CL CGOOGCommunication Services3.89%67,538-7,664-10.19%$23,863,202
MICROSOFT CORPMSFTTechnology3.67%60,399+3,115+5.44%$22,530,035
ISHARES MSCI ACWI ETFSQTechnology1.73%67,721+67,721+100.00%$10,630,165
SPROTT PHYSICAL URANIUM TRUS CADBMAFinancial Services1.58%528,547--$9,713,857
AFYA LTD-CLASS APAGSTechnology0.85%351,223+201,605+134.75%$5,212,149
ISHARES BITCOIN TRUSTIBITOther0.66%121,192--$4,034,482
BERKSHIRE HATHAWAY INC-CL ABRK-AFinancial Services0.49%4--$2,995,400
SPROTT URANIUM MINERS ETFURNMOther0.41%47,482+47,384+48351.02%$2,517,902
SPDR BLOOMBERG 1-3 MONTH T-BBILOther0.35%23,246--$2,130,263
GRUPO FINANCIERO GALICIA-ADRGGALFinancial Services0.34%41,586--$2,080,548
APPLE INCAAPLTechnology0.33%6,967--$2,015,971
NEXGEN ENERGY LTDCROXConsumer Cyclical0.27%174,032+50,817+41.24%$1,634,160
WALT DISNEYDISCommunication Services0.22%14,169--$1,363,766
INVESCO S&P 500 EQUAL WEIGHTXOPOther0.20%5,683+1,000+21.35%$1,209,172
PAMPA ENERGIA SA-SPON ADRSWOther0.20%14,705--$1,207,722
ISHARES USD TIPSELConsumer Defensive0.17%4,047+259+6.84%$1,048,094
KRANESHARES CSI CHINA INTERNKWEBOther0.16%39,811+4,452+12.59%$974,175
ISHARES TIPS BOND ETFTIPOther0.12%6,570--$718,955
ISHARES S&P 500 VALUE ETFVTEXOther0.10%2,570+343+15.40%$583,544
ISHARES 7-10 YEAR TREASURY BIEFOther0.09%6,026--$569,879
ISHARES MSCI SOUTH KOREA ETFEWYOther0.08%2,375+2,375+100.00%$479,513
SIGMA LITHIUM CORP USSGMLBasic Materials0.07%35,000-10,000-22.22%$442,750
ISHARES CORE MSCI EAFE ETFIEFAOther0.06%4,123+3,610+703.70%$398,199
Showing 30 of 116 holdings in the latest reporting period.