Geo Capital Gestora de Recursos as of Dec. 31, 2025
Portfolio Holdings for Geo Capital Gestora de Recursos
Geo Capital Gestora de Recursos holds 18 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 11.2 | $5.4M | 1.0k | 5355.38 | |
| Zoetis Cl A (ZTS) | 8.1 | $3.9M | 31k | 125.83 | |
| Msci (MSCI) | 7.9 | $3.8M | 6.6k | 573.78 | |
| Microsoft Corporation (MSFT) | 7.3 | $3.5M | 7.3k | 483.64 | |
| Airbnb Cl A (ABNB) | 6.6 | $3.2M | 23k | 135.70 | |
| Equifax (EFX) | 6.0 | $2.9M | 13k | 216.94 | |
| Visa Com Cl A (V) | 5.3 | $2.6M | 7.4k | 350.77 | |
| Mastercard Incorporated Cl A (MA) | 5.3 | $2.5M | 4.5k | 570.82 | |
| Walt Disney Company (DIS) | 5.2 | $2.5M | 22k | 113.76 | |
| Moody's Corporation (MCO) | 4.9 | $2.4M | 4.6k | 510.80 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 4.7 | $2.3M | 50k | 45.89 | |
| Copart (CPRT) | 4.7 | $2.3M | 58k | 39.15 | |
| Uber Technologies (UBER) | 4.7 | $2.3M | 28k | 81.69 | |
| Google Cl A (GOOGL) | 4.1 | $2.0M | 6.3k | 313.07 | |
| Suzano Sa Spon Ads (SUZ) | 3.9 | $1.9M | 200k | 9.34 | |
| Credit Acceptance (CACC) | 3.8 | $1.8M | 4.2k | 443.53 | |
| Nike CL B (NKE) | 3.6 | $1.7M | 27k | 63.69 | |
| W.W. Grainger (GWW) | 2.8 | $1.4M | 1.3k | 1008.96 |
