StockDriftsStockDriftsTop 8 Genoa Capital Gestora de Recursos Ltda. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 40.15% | 72.6K | $47.4M | +1057.80%(+66.34K) | $669.77(+11.74%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 17.49% | 1.44M | $20.7M | +522.20%(+1.21M) | $15.69(-13.24%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 16.6% | 112.5K | $19.6M | -40.00%(-74.99K) | $186.54(+4.44%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 8.29% | 47.0K | $9.8M | -34.29%(-24.54K) | $225.20(+7.76%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 7.4% | 30.5K | $8.7M | +302.43%(+22.89K) | $294.95(+20.76%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.02% | 21.0K | $7.1M | -49.17%(-20.36K) | $291.59(+48.89%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 2.37% | 8.3K | $2.8M | new | $311.63(+213.06%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.68% | 6.9K | $2.0M | -14.57%(-1.18K) | $278.05(+29.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -2.50% | -7.31% |
| Top 20 Holdings Unweighted | -3.01% | -8.76% |
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