Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTISpdr S&p 500 Etf Trust | $156.3M | 25.5% | +3.4% |
| EWZIshares Msci Brazil Capped Etf | $89.8M | 14.6% | +22987.4% |
| Vanguard S&p 500 EtfCUSIP 92189F403 | $45.7M | 7.4% | New |
| VTWOSpdr Gold Shares | $44.7M | 7.3% | +4.3% |
| VALEVale Sa-sp Adr | $38.3M | 6.2% | −5.0% |
| Invesco Qqq Trust Series 1CUSIP 74347B268 | $37.9M | 6.2% | +49.6% |
| IEMGIshares Core Msci Emerging | $36.4M | 5.9% | +6268.2% |
| ISHGIshares 1-3 Yr Int Treasury Bond | $35.4M | 5.8% | +3.5% |
| AMZNAmazon.com, Inc | $24.2M | 3.9% | −14.0% |
| GOOGAlphabet Inc-cl C | $23.9M | 3.9% | −10.2% |
| MSFTMicrosoft Corp | $22.5M | 3.7% | +5.4% |
| XYZIshares Msci Acwi Etf | $10.6M | 1.7% | New |
| BMASprott Physical Uranium Trus Cad | $9.7M | 1.6% | |
| Afya Ltd-class ACUSIP G68707101 | $5.2M | 0.8% | +134.7% |
| IBITIshares Bitcoin Trust | $4.0M | 0.7% | |
| BRK/ABerkshire Hathaway Inc-cl A | $3.0M | 0.5% | |
| URNMSprott Uranium Miners Etf | $2.5M | 0.4% | |
| BILSpdr Bloomberg 1-3 Month T-b | $2.1M | 0.3% | |
| GGALGrupo Financiero Galicia-adr | $2.1M | 0.3% | |
| AAPLApple Inc | $2.0M | 0.3% | |
| CROXNexgen Energy Ltd | $1.6M | 0.3% | +41.2% |
| DISWalt Disney | $1.4M | 0.2% | |
| XOPInvesco S&p 500 Equal Weight | $1.2M | 0.2% | +21.4% |
| Pampa Energia Sa-spon AdrCUSIP G8267P108 | $1.2M | 0.2% | |
| ELIshares Usd Tips | $1.0M | 0.2% | +6.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc-cl A (common Stock) | September 30, 2022 | +273.6% | $276K |
| GOOGAlphabet Inc-cl C | June 30, 2021 | +182.0% | $23.9M |
| AAPLApple Inc | June 30, 2021 | +111.3% | $2.0M |
| BRK/ABerkshire Hathaway Inc-cl A | March 31, 2021 | +94.2% | $3.0M |
| GGALGrupo Financiero Galicia-adr | June 30, 2024 | +63.7% | $2.1M |
| NVDANvidia Corporation | June 30, 2024 | +62.0% | $254K |
| CROXNexgen Energy Ltd | September 30, 2025 | +44.4% | $1.6M |
| AMZNAmazon.com, Inc | June 30, 2021 | +38.6% | $24.2M |
| MSFTMicrosoft Corp | June 30, 2021 | +37.7% | $22.5M |
| LLYEli Lilly & Co | March 31, 2026 | +30.4% | $313K |
Sold off last quarter
- ERICEricsson (lm) Tel-sp Adr was $7.6M
- GDXVaneck Gold Miners was $256K
- VVVanguard Large-cap Etf was $151K
- Ambipar Emergency Response --CUSIP G02532102 was $6,633
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +9.4% | +10.5% |
| March 31, 2025 | −5.2% | −4.6% |
| December 31, 2024 | −0.9% | +2.1% |
| September 30, 2024 | +4.4% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +4.6% | +10.0% |
| December 31, 2023 | +15.0% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | −1.8% | +8.3% |
| March 31, 2023 | +4.8% | +7.0% |
| December 31, 2022 | +1.9% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
| March 31, 2022 | +7.7% | −4.9% |
| December 31, 2021 | −3.1% | +10.7% |
| September 30, 2021 | −5.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Turim 21 Investimentos Ltda. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1652174&type=13F-HR&dateb=&owner=include&count=40CIK 1652174
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1652174/000165217426000001/Filed August 10, 2026 · accession 0001652174-26-000001