Suno
SUNO GESTORA DE RECURSOS LTDA
Portfolio as of March 2026compared with February 2026
In stocks
R$55.7M
Stocks
36
Top 10: 71%
Funds
1
YTD
▲ 9.0%
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$1.3M
- Sells
- −R$3.7M
- New positions
- 0
- Exited
- 0
Sectors
- Process Industries25.2%
- Finance22.5%
- Non-Energy Minerals7.4%
- Energy Minerals6.6%
- Consumer Non-Durables6.4%
- Producer Manufacturing6.4%
Portfolio
All of the manager's funds combined · since then: today's price vs. Mar/26
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 SOJA3 | Boa Safra Sementes SA | 11.0% | R$6.1M | AddedR$278.1K | ▲ 17.0% | Process Industries |
 BBAS3 | Banco do Brasil S.A. | 10.0% | R$5.6M | Held | ▲ 5.2% | Finance |
 UNIP6 | Unipar Carbocloro SA | 7.6% | R$4.2M | Trimmed−R$93.6K | ▼ 0.6% | Process Industries |
 VALE3 | Vale S.A. | 7.4% | R$4.1M | Trimmed−R$206.2K | ▼ 20.7% | Non-Energy Minerals |
 BRKM5 | Braskem S.A. | 6.6% | R$3.7M | Trimmed−R$1.1M | ▼ 55.7% | Process Industries |
 CAMB3 | Cambuci SA | 6.4% | R$3.6M | Trimmed−R$96.5K | ▼ 13.1% | Consumer Non-Durables |
 RECV3 | Petroreconcavo SA | 6.1% | R$3.4M | Trimmed−R$833.4K | ▼ 9.2% | Energy Minerals |
 FIQE3 | Unifique Telecomunicacoes SA | 5.9% | R$3.3M | Trimmed−R$1.2M | ▼ 10.8% | Communications |
 VIVA3 | Vivara Participacoes SA | 5.3% | R$2.9M | AddedR$90.7K | ▲ 6.6% | Consumer Durables |
 KEPL3 | Kepler Weber SA | 5.1% | R$2.9M | AddedR$246.3K | ▼ 3.0% | Producer Manufacturing |
 VAMO3 | Vamos Locacao de Caminhoes, Maquinas e Equipamentos SA | 4.6% | R$2.6M | AddedR$149.2K | ▲ 78.5% | Finance |
 BBSE3 | BB Seguridade Participacoes SA | 3.9% | R$2.2M | AddedR$543.0K | ▲ 21.5% | Finance |
 G2DI33 | G2D Investments, Ltd. | 3.7% | R$2.0M | Held | ▼ 14.3% | BDR |
 EGIE3 | ENGIE Brasil Energia S.A. | 3.1% | R$1.7M | Held | ▼ 4.8% | Utilities |
 TUPY3 | Tupy S.A. | 1.3% | R$718.0K | Held | ▲ 51.6% | Producer Manufacturing |
 TTEN3 | Tres Tentos Agroindustrial SA | 1.0% | R$532.0K | Held | ▼ 12.9% | Commercial Services |
 ITSA4 | Itausa SA | 0.8% | R$453.8K | Held | ▲ 13.0% | Finance |
 WIZC3 | WIZ Co Participacoes e Corretagem de Seguros SA | 0.7% | R$413.5K | Held | ▼ 18.6% | Finance |
 BRSR6 | Banco do Estado do Rio Grande do Sul SA | 0.7% | R$408.8K | Held | ▲ 5.4% | Finance |
 NEOE3 | – | 0.7% | R$403.5K | Held | – | Other |
 GOGL35 | Alphabet Inc | 0.7% | R$386.3K | Held | ▲ 13.4% | BDR |
 AXIA6 | – | 0.7% | R$372.2K | Held | – | Other |
 B1TI34 | British American Tobacco PLC ADR | 0.7% | R$366.9K | Held | ▼ 2.0% | BDR |
 PNVL3 | Dimed S.A. Distribuidora de Medicamentos | 0.7% | R$365.8K | Held | ▲ 11.4% | Retail Trade |
 B3SA3 | B3 SA - Brasil, Bolsa, Balcao | 0.6% | R$353.3K | Held | ▲ 28.9% | Finance |
 SIMH3 | Simpar SA | 0.6% | R$348.5K | Held | ▲ 45.2% | Transportation |
 ABCB4 | Banco ABC Brasil SA Conv | 0.6% | R$337.3K | Held | ▲ 17.5% | Finance |
 MLAS3 | Multi Group S.A | 0.6% | R$327.9K | Held | ▲ 99.2% | Electronic Technology |
 PETR4 | Petroleo Brasileiro SA | 0.6% | R$321.2K | Trimmed−R$184.9K | ▲ 19.6% | Energy Minerals |
 EZTC3 | EZ TEC Empreendimentos e Participacoes SA | 0.5% | R$296.9K | Held | ▲ 35.9% | Finance |
 BKNG34 | Booking Holdings Inc. | 0.5% | R$260.4K | Held | ▼ 6.6% | BDR |
 M1TA34 | Meta Platforms Inc | 0.4% | R$231.7K | Held | ▲ 18.3% | BDR |
 BABA34 | Alibaba Group Holding Limited ADR | 0.4% | R$224.9K | Held | ▼ 16.2% | BDR |
 GMAT3 | Grupo Mateus SA | 0.4% | R$217.1K | Held | ▲ 20.0% | Retail Trade |
 AXIA7 | AXIA Energia SA | 0.2% | R$86.3K | Held | ▲ 5.0% | Utilities |
 KLBN4 | Klabin SA | 0.0% | R$7.88 | Held | ▼ 6.3% | Non-Energy Minerals |
Funds
Quota return, after fees
| Fund | Class | AUM | YTD | 12 months | Latest portfolio |
|---|---|---|---|---|---|
| SUNO ACOES MASTER | Ações Livre | R$57.8M | ▲ 9.0% | ▲ 19.2% | Mar/26 |
Past performance is no guarantee of future results.