Somma
SOMMA INVESTIMENTOS S.A.
Portfolio as of April 2025compared with February 2025
In stocks
R$42.5M
Stocks
9
Top 10: 100%
Funds
3
YTD
▲ 11.4%
AUM-weighted average
Past performance is no guarantee of future results.
Disclosed so far
Stock holdings disclosed each month
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Funds can keep positions confidential for up to 180 days, so recent months show up incomplete (hatched) until the confidentiality period ends. The portfolio shown is from the last complete month.
This month
- Buys
- +R$16.5M
- Sells
- −R$17.0M
- New positions
- 3
- Exited
- 7
Sectors
- Utilities41.9%
- Other20.8%
- Non-Energy Minerals19.3%
- Finance17.9%
- Energy Minerals0.1%
- Transportation0.0%
Portfolio
All of the manager's funds combined · since then: today's price vs. Apr/25
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 CSAN3 | Cosan S.A. | 39.3% | R$16.7M | AddedR$9.7M | ▼ 32.2% | Utilities |
 ELET3 | – | 20.7% | R$8.8M | Held | – | Other |
 VALE3 | Vale S.A. | 19.3% | R$8.2M | AddedR$5.6M | ▲ 23.8% | Non-Energy Minerals |
 IRBR3 | IRB Brasil Resseguros SA | 11.3% | R$4.8M | Held | ▲ 46.0% | Finance |
 BBDC3 | Banco Bradesco SA | 6.6% | R$2.8M | Trimmed−R$244.6K | ▲ 49.1% | Finance |
 CMIG4 | Companhia Energetica de Minas Gerais SA | 2.6% | R$1.1M | New | ▲ 8.0% | Utilities |
 MRFG3 | – | 0.2% | R$64.4K | New | – | Other |
 PETR4 | Petroleo Brasileiro SA | 0.1% | R$30.0K | New | ▲ 94.1% | Energy Minerals |
 TPIS3 | TPI - Triunfo Participacoes e Investimentos SA | 0.0% | R$4.4K | Held | ▲ 177.0% | Transportation |
Funds
Quota return, after fees
| Fund | Class | AUM | YTD | 12 months | Latest portfolio |
|---|---|---|---|---|---|
| SOMMA UNICRED NACIONAL | Multimercados Livre | R$2.6B | ▲ 11.4% | ▲ 15.5% | Jun/26 |
| QP ARROJADO | Multimercados Livre | R$405.8M | ▲ 11.0% | ▲ 14.4% | Jun/26 |
| SOMMA INSTITUCIONAL | Multimercados Livre | R$63.2M | – | – | Sep/26 |
Past performance is no guarantee of future results.