Turim 21 Investimentos Ltda.
Long book
$398.6M
Q1 2026
Positions
117
Top-10 weight
91%
concentration
Last quarter
+11.5%
SPY +14.8%
Turnover
58%
of book per quarter
Strategy in plain words
auto-generated from filingsTurim 21 Investimentos Ltda. is a wealth-management firm allocating client money, running a $398.6M US long book across 117 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, VANGUARD RUSSELL 2000 ETF, VALE SA-SP ADR, ISHARES -3 YEAR INTERNATIONA, AMAZON.COM INC.
Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.3%
Q2 2024
+5.1%
Q3 2024
-0.5%
Q4 2024
-4.6%
Q1 2025
+10.1%
Q2 2025
+7.5%
Q3 2025
+5.8%
Q4 2025
+1.7%
Q1 2026
+11.5%
Sector allocation
Technology 46%
Other 25%
Consumer discretionary 24%
Financials 3%
Services media 1%
Materials 1%
Energy 0%
Industrials 0%
Long book by quarter
What does Turim 21 own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 118.2K | $24.6M | 6.2% | +604.7% |
| GOOG ALPHABET INC-CL C | Technology | 75.2K | $21.6M | 5.4% | +1107.5% |
| MSFT MICROSOFT CORP | Technology | 57.3K | $21.2M | 5.3% | +790.6% |
| QQQ INVESCO QQQ TRUST SERIES 1 | — | 34.4K | $19.9M | 5.0% | -6.0% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 4 | $2.9M | 0.7% | Held |
| PAGS PAGSEGURO DIGITAL LTD-CL A | Technology | 149.6K | $2.2M | 0.6% | New |
| AAPL APPLE INC | Technology | 7.0K | $1.8M | 0.4% | -1.9% |
| PXDEUR PIONEER NATURAL RESOURCES CO | — | 12.0K | $1.5M | 0.4% | Held |
| CROX CROCS INC | Other | 123.2K | $1.4M | 0.4% | Held |
| DIS WALT DISNEY CO/THE | Services media | 14.2K | $1.4M | 0.3% | -6.7% |
| SW SMURFIT WESTROCK PLC | Other | 14.7K | $1.3M | 0.3% | Held |
| EL ESTEE LAUDER COMPANIES-CL A | Other | 3.8K | $969K | 0.2% | +8.3% |
| SGML SIGMA LITHIUM CORP | Materials | 45.0K | $555K | 0.1% | -18.2% |
| NVDA NVIDIA CORP | Technology | 1.3K | $221K | 0.1% | +144.3% |
| HAL HALLIBURTON CO | Energy | 5.1K | $198K | 0.0% | New |
| SLB SLB LTD | Energy | 3.7K | $192K | 0.0% | New |
| GOOGL ALPHABET INC-CL A | Technology | 593 | $171K | 0.0% | +25.1% |
| OBDC BLUE OWL CAPITAL CORP | — | 15.4K | $171K | 0.0% | Held |
| NXE NEXGEN ENERGY LTD | Materials | 579 | $111K | 0.0% | New |
| JPM JPMORGAN CHASE & CO | Financials | 210 | $62K | 0.0% | New |
| CAT CATERPILLAR INC | Industrials | 65 | $46K | 0.0% | New |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 462 | $41K | 0.0% | New |
| TSLA TESLA INC | Industrials | 108 | $40K | 0.0% | -73.1% |
| WMT WALMART INC | Consumer discretionary | 296 | $37K | 0.0% | New |
| MS MORGAN STANLEY | Financials | 194 | $32K | 0.0% | New |
| GS GOLDMAN SACHS GROUP INC | Financials | 29 | $25K | 0.0% | New |
| FCX FREEPORT-MCMORAN INC | Materials | 410 | $24K | 0.0% | New |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 24 | $24K | 0.0% | New |
| BAC BANK OF AMERICA CORP | Financials | 447 | $22K | 0.0% | New |
| HD HOME DEPOT INC | Consumer discretionary | 65 | $21K | 0.0% | New |
| META META PLATFORMS INC-CLASS A | Technology | 35 | $20K | 0.0% | +40.0% |
| AXP AMERICAN EXPRESS CO | Financials | 63 | $19K | 0.0% | New |
| JOBY JOBY AVIATION INC | Industrials | 2.1K | $17K | 0.0% | Held |
| AVGO BROADCOM INC | Technology | 50 | $15K | 0.0% | -2.0% |
| BILL BILL HOLDINGS INC | Technology | 392 | $15K | 0.0% | Held |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 32 | $15K | 0.0% | New |
| FIG FIGMA INC-CL A | Technology | 653 | $14K | 0.0% | Held |
| MRK MERCK & CO. INC. | Healthcare | 114 | $14K | 0.0% | New |
| IR INGERSOLL-RAND INC | Industrials | 163 | $13K | 0.0% | New |
| NFLX NETFLIX INC | Services media | 110 | $11K | 0.0% | -21.4% |
| ACHR ARCHER AVIATION INC-A | Industrials | 1.9K | $10K | 0.0% | Held |
| FSLY FASTLY INC - CLASS A | Technology | 328 | $10K | 0.0% | Held |
| ORCL ORACLE CORP | Technology | 63 | $9K | 0.0% | New |
| ABBV ABBVIE INC | Healthcare | 39 | $8K | 0.0% | New |
| AMBIQ AMBIPAR EMERGENCY RESPONSE | Utilities | 128.8K | $7K | 0.0% | Held |
| LLY ELI LILLY & CO | Healthcare | 7 | $6K | 0.0% | New |
| NVNI NVNI GROUP LTD | Technology | 5.6K | $6K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 118 | $398.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 115 | $259.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 117 | $297.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 83 | $511.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 81 | $372.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 84 | $383.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 79 | $363.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 74 | $392.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 74 | $393.2M | canonical | SEC ↗ |