Baleias

JUBARTE MIGRATION

Multimercados Livre · CNPJ 53.643.571/0001-00 · benchmark Não se aplica

Portfolio as of July 2026
AUM
R$394.5M
In stocks
R$17.4M
Stocks
2
YTD
▲ 10.3%
12 months
▲ 15.4%

Past performance is no guarantee of future results.

Quota

Month-end; daily in recent months
+15.4%Sep/25Jan/26Apr/26Jul/26Oct/26

Disclosed so far

Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep

Hatched months still have confidential positions.

Portfolio

Changes vs. June 2026
StockCompany% of stock portfolioValueMonthSince thenSector
BCOM39iShares GSCI Commodity Dynamic Roll Strategy ETF82.1%R$14.3MTrimmed−R$6.4M▲ 16.7%BDR
BEWY39iShares MSCI South Korea Capped ETF17.9%R$3.1MNew▲ 0.4%BDR
Exited this month

Monthly portfolios of open-ended equity and multi-strategy funds with at least R$ 50 million in assets, from CVM open data (CDA, daily report and registry; ODbL license). Funds can keep positions confidential for up to 180 days, so each portfolio shows the month it refers to. Delayed prices (brapi). Informational content, not investment advice.

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