Vinci Soluções de

VINCI SOLUÇÕES DE INVESTIMENTOS LTDA

Portfolio as of February 2026compared with January 2026

In stocks

R$15.8M

Stocks

Top 10: 100%

Funds

YTD

▲ 11.0%

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$0
Sells: −R$6.2M
New positions: 0
Exited: 2

Sectors

Process Industries79.1%
Utilities20.9%

Portfolio

All of the manager's funds combined · since then: today's price vs. Feb/26

Stock	Company	% of stock portfolio	Value	Month	Since then	Sector
SUZB3	Suzano S.A.	76.4%	R$12.1M	Trimmed−R$1.1M	▼ 26.9%	Process Industries
AXIA3	AXIA Energia SA	20.9%	R$3.3M	Held	▼ 3.3%	Utilities
SMTO3	Sao Martinho S.A.	2.7%	R$423.9K	Held	▲ 18.4%	Process Industries

Exited this month

PETR4R$1.3M

VALE3R$3.8M

Funds

Quota return, after fees

Fund	Class	AUM	YTD	12 months	Latest portfolio
VINCI EQUILIBRIO BRASILPREV	Previdência Multimercado Livre	R$364.0M	▲ 11.0%	▲ 14.6%	Jun/26
LIS	Ações Invest. no Exterior	R$57.4M	–	–	Jun/26
MONACO	Ações Invest. no Exterior	R$56.5M	–	–	Jul/26

Past performance is no guarantee of future results.