Turim 21 Investimentos Ltda 13F annual report
Turim 21 Investimentos Ltda is an investment fund managing more than $351 billion ran by Eduardo Almeida. There are currently 73 companies in Mr. Almeida’s portfolio. The largest investments include Spdr S&p 500 Etf Trust and Invesco S&p 500 Equal Weight, together worth $225 billion.
$351 billion Assets Under Management (AUM)
As of 7th August 2024, Turim 21 Investimentos Ltda’s top holding is 287,416 shares of Spdr S&p 500 Etf Trust currently worth over $156 billion and making up 44.6% of the portfolio value.
In addition, the fund holds 418,919 shares of Invesco S&p 500 Equal Weight worth $68.8 billion.
The third-largest holding is Vale Sa-sp Adr worth $35 billion and the next is Microsoft worth $28.4 billion, with 63,489 shares owned.
Currently, Turim 21 Investimentos Ltda's portfolio is worth at least $351 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Turim 21 Investimentos Ltda
The Turim 21 Investimentos Ltda office and employees reside in Rio De Janeiro, Brazil. According to the last 13-F report filed with the SEC, Eduardo Almeida serves as the Director at Turim 21 Investimentos Ltda.
Recent trades
In the most recent 13F filing, Turim 21 Investimentos Ltda revealed that it had opened a new position in
Spdr Gold Shares and bought 21,575 shares worth $4.64 billion.
The investment fund also strengthened its position in Walt Disney by buying
680 additional shares.
This makes their stake in Walt Disney total 17,069 shares worth $1.69 billion.
On the other hand, there are companies that Turim 21 Investimentos Ltda is getting rid of from its portfolio.
Turim 21 Investimentos Ltda closed its position in Ishares Expanded Tech-softwa on 14th August 2024.
It sold the previously owned 105,925 shares for $9.03 billion.
Eduardo Almeida also disclosed a decreased stake in Spdr S&p 500 Etf Trust by 0.1%.
This leaves the value of the investment at $156 billion and 287,416 shares.
One of the smaller hedge funds
The two most similar investment funds to Turim 21 Investimentos Ltda are Hobart Private Capital and Donoghue Forlines. They manage $351 billion and $351 billion respectively.
Eduardo Almeida investment strategy
Turim 21 Investimentos Ltda’s portfolio is diversified across 8 sectors.
Currently, their heaviest sector is Technology — making up 12.3% of
the total portfolio value.
The fund focuses on investments in the United States as
30.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
26% of the total holdings value.
On the other hand, small-cap stocks make up only 5.5% of the portfolio.
The average market cap of the portfolio companies is close to $329 billion.
The complete list of Turim 21 Investimentos Ltda trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr S&p 500 Etf Trust |
13.91%
287,416
|
$156,417,536,000 | 44.55% |
| Invesco S&p 500 Equal Weight |
9.19%
418,919
|
$68,820,013,000 | 19.60% |
| Vale Sa-sp Adr |
No change
3,131,646
|
$34,980,486,000 | 9.96% |
| Microsoft Corporation |
No change
63,489
|
$28,376,409,000 | 8.08% |
| Alphabet Inc |
0.46%
73,251
|
$13,435,698,000 | 3.83% |
| Amazon.com Inc. |
0.65%
68,471
|
$13,232,021,000 | 3.77% |
| Ishares Expanded Tech-softwa |
Closed
105,925
|
$9,032,225,000 | |
| Ishares Semiconductor Etf |
31.99%
27,599
|
$6,806,741,000 | 1.94% |
| Ishares Russell 2000 Etf |
No change
28,994
|
$5,882,593,000 | 1.68% |
| Spdr Gold Shares |
Opened
21,575
|
$4,638,841,000 | 1.32% |
| Ericsson (lm) Tel-sp Adr |
No change
670,000
|
$4,133,900,000 | 1.18% |
| Berkshire Hathaway Inc. |
No change
4
|
$2,448,964,000 | 0.70% |
| Walt Disney |
4.15%
17,069
|
$1,694,781,000 | 0.48% |
| Apple Inc |
No change
6,170
|
$1,299,525,000 | 0.37% |
| Church & Dwight Co., Inc. |
No change
11,400
|
$1,181,952,000 | 0.34% |
| Microstrategy Inc. |
No change
759
|
$1,045,507,000 | 0.30% |
| Tesla Inc |
No change
5,127
|
$1,014,531,000 | 0.29% |
| Ishares Msci Brazil Capped Etf |
No change
22,319
|
$609,978,000 | 0.17% |
| NexGen Energy Ltd |
21.69%
73,981
|
$515,417,000 | 0.15% |
| Transportador Gas-adr Sp B |
Opened
27,072
|
$513,827,000 | 0.15% |
| Grupo Financiero Galicia-adr |
Opened
14,812
|
$452,655,000 | 0.13% |
| Ishares S&p 500 Value Etf |
No change
2,227
|
$405,336,000 | 0.12% |
| Crocs Inc |
Closed
2,806
|
$403,503,000 | |
| Banco Macro Sa-adr |
Closed
7,709
|
$371,420,000 | |
| Vaneck Gold Miners |
Opened
10,614
|
$360,133,000 | 0.10% |
| Global X Cybersecurity ETF |
No change
10,695
|
$316,358,000 | 0.09% |
| Robinhood Markets Inc - A |
Closed
13,639
|
$274,553,000 | |
| NVIDIA Corp |
Opened
1,540
|
$190,252,000 | 0.05% |
| iShares MSCI China ETF |
No change
3,940
|
$166,150,000 | 0.05% |
| Broadcom Inc |
No change
94
|
$150,920,000 | 0.04% |
| Merck & Co Inc |
No change
1,200
|
$148,560,000 | 0.04% |
| Ark Innovation Etf |
No change
3,235
|
$142,178,000 | 0.04% |
| Vanguard Large-cap Etf |
No change
505
|
$126,058,000 | 0.04% |
| Global X Lithium & Battery T |
No change
2,882
|
$111,850,000 | 0.03% |
| Procter & Gamble Co. |
No change
670
|
$110,496,000 | 0.03% |
| Regeneron Pharmaceuticals, Inc. |
No change
100
|
$105,103,000 | 0.03% |
| Encore Energy Corp |
Closed
23,758
|
$100,893,000 | |
| Drx Dly 20plus Yr Treas Bull 3x |
415.04%
1,849
|
$89,677,000 | 0.03% |
| Petrobras - Common Adr |
No change
6,188
|
$89,664,000 | 0.03% |
| Ishares Core Msci Dev Mkts |
No change
1,133
|
$74,370,000 | 0.02% |
| Alphabet Inc-cl A (common Stock) |
No change
400
|
$72,860,000 | 0.02% |
| Sprott Uranium Miners Etf |
No change
1,352
|
$66,572,000 | 0.02% |
| Visa Inc |
No change
240
|
$62,993,000 | 0.02% |
| Johnson & Johnson |
No change
425
|
$62,118,000 | 0.02% |
| Estee Lauder Companies-cl A |
No change
520
|
$55,328,000 | 0.02% |
| Health Care Select Sector |
No change
375
|
$54,656,000 | 0.02% |
| Global X Copper Miners Etf |
No change
1,206
|
$54,403,000 | 0.02% |
| Thermo Fisher Scientific Inc. |
No change
95
|
$52,535,000 | 0.01% |
| ProShares UltraPro QQQ |
98.51%
665
|
$49,090,000 | 0.01% |
| Vanguard Int-term Corporate |
No change
521
|
$41,644,000 | 0.01% |
| Ishares Msci Emrg Market Etf |
No change
890
|
$37,905,000 | 0.01% |
| Energy Select Sector Spdr |
No change
400
|
$36,460,000 | 0.01% |
| Rivian Automotive Inc-a |
No change
2,657
|
$35,657,000 | 0.01% |
| Vanguard Total Bond Market |
No change
484
|
$34,872,000 | 0.01% |
| Pfizer Inc. |
No change
1,230
|
$34,415,000 | 0.01% |
| Nu Holdings Ltd - A |
No change
2,450
|
$31,581,000 | 0.01% |
| Total Sa-spon Adr |
No change
410
|
$27,339,000 | 0.01% |
| Corteva Inc |
No change
470
|
$25,352,000 | 0.01% |
| Shell Plc-adr |
No change
345
|
$24,902,000 | 0.01% |
| Laser Photonics Corp |
No change
9,780
|
$18,778,000 | 0.01% |
| Alibaba Group Holding-sp Adr |
No change
190
|
$13,680,000 | 0.00% |
| Klaviyo Inc-a |
No change
543
|
$13,515,000 | 0.00% |
| Stoneco Ltd-a |
No change
1,100
|
$13,189,000 | 0.00% |
| Joby Aviation Inc |
No change
2,057
|
$10,491,000 | 0.00% |
| Advisorshares Pure Us Cann |
No change
1,375
|
$10,079,000 | 0.00% |
| Arcellx Inc |
No change
179
|
$9,879,000 | 0.00% |
| Archer Aviation Inc-a |
No change
1,944
|
$6,843,000 | 0.00% |
| Ehang Holdings Ltd-sps Adr |
No change
501
|
$6,804,000 | 0.00% |
| Block Inc |
No change
95
|
$6,127,000 | 0.00% |
| Bandwidth Inc |
No change
162
|
$2,735,000 | 0.00% |
| Fastly Inc |
No change
328
|
$2,417,000 | 0.00% |
| Blacksky Technology Inc |
No change
2,000
|
$2,140,000 | 0.00% |
| Viatris Inc. |
No change
152
|
$1,616,000 | 0.00% |
| Canopy Growth Corporation |
No change
230
|
$1,484,000 | 0.00% |
| Grove Collaborative Holdings |
No change
214
|
$379,000 | 0.00% |
| Peloton Interactive Inc-a |
No change
110
|
$372,000 | 0.00% |
| DermTech, Inc. |
No change
363
|
$38,000 | 0.00% |
| Vaneck Russia Etf |
No change
21,727
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 78 holdings | |||
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