Verde Servicos Internacionais S.A. Q4 2022 vs. Q1 2023 13F Holdings Comparison

Investors are always on the lookout for the latest 13F filings to get an inside look into the holdings of their favorite funds. In the Q4 2022 vs. Q1 2023 13F Holdings Comparison for Verde Servicos Internacionais S.A., there have been some significant changes that investors should take note of.

First and foremost, Barrick Gold Corp has seen a significant increase in shares held, jumping from 2,793,787 in Q4 2022 to 3,943,687 in Q1 2023. This change also resulted in a large increase in value from $47,997,000 to $73,234,000, marking a 52.6% change. Additionally, Mondelez Intl Inc saw a decrease in shares held, dropping from 209,000 to 187,946 in Q1 2023. This translated to a dip in value from $13,930,000 to $13,104,000, showing a 5.9% change.

T-Mobile US Inc also experienced a decrease in shares held, dropping from 198,721 to 175,990 in Q1 2023, with a resulting decrease in value from $27,821,000 to $25,490,000, showing an 8.4% change. On the other hand, Visa Inc saw an increase in shares held, rising from 71,870 to 88,951 in Q1 2023. This, in turn, resulted in a increase in value from $14,932,000 to $20,055,000, with a 34.3% change.

Another notable change is the increase in shares of ServiceNow Inc, from 9,335 to 27,952 in Q1 2023. This also resulted in a significant increase in value from $3,625,000 to $12,990,000 with a 258.3% change. Analog Devices Inc also saw an increase in shares held, jumping from 0 to 32,800 in Q1 2023, while Taiwan Semiconductor Mfg Ltd rose from 0 to 149,196 shares in the same quarter.

There were also some new entrants to the Verde Servicos Internacionais S.A. portfolio, with Okta Inc making an appearance with 7,000,000 shares held in Q1 2023, worth $6,342,000. They also added Zenvia Inc to the mix, with 296,803 shares held in Q1 2023, worth $197,000. Additionally, Dollar Gen Corp New saw a decrease in shares held, with only 58,250 in Q1 2023, with a dip in value from $28,210,000 to $12,259,000, marking a 56.5% change.

It's important to note that while changes like these may signal a shift in the fund's investment strategy, it's always critical to do thorough research before making any decisions. With that in mind, it will be interesting to see how the holdings of Verde Servicos Internacionais S.A. continue to evolve in future quarters.