SAFRA CYBERSECURITY MASTER
Multimercados Livre · CNPJ 54.651.346/0001-89 · benchmark DI de um dia
Portfolio as of June 2026
AUM
R$948.2M
In stocks
R$20.1M
Stocks
8
YTD
–
12 months
–
Past performance is no guarantee of future results.
Quota
Month-end; daily in recent months
Not enough quota data for a chart.
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. May 2026
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 P2AN34 | Palo Alto Networks, Inc. | 36.2% | R$7.3M | Held | ▼ 2.9% | BDR |
 N2ET34 | Cloudflare Inc | 21.7% | R$4.4M | Held | ▲ 15.8% | BDR |
 A1KA34 | Akamai Technologies, Inc. | 12.6% | R$2.5M | Held | ▼ 26.7% | BDR |
 O1KT34 | Okta, Inc. | 11.6% | R$2.3M | Held | ▲ 37.2% | BDR |
 S1YM34 | Gen Digital Inc. | 8.5% | R$1.7M | Held | ▼ 7.4% | BDR |
 C1HK34 | Check Point Software Technologies Ltd | 5.6% | R$1.1M | Held | ▼ 82.6% | BDR |
 R2PD34 | Rapid7 Inc | 2.0% | R$410.7K | Held | ▲ 60.2% | BDR |
 V2RN34 | Varonis Systems, Inc. | 1.9% | R$374.9K | Held | ▲ 42.5% | BDR |