Titelia

Holdings of SAFRA KEPLER MACRO MASTER FIF CLASSE DE INVESTIMENTO MULTIMERCADO RESPONSABILIDADE LIMITADA

· 129 declared positions · as of Apr 30, 2026

Original filing · Net assets 89.1M R$ · Ten largest lines: 37.9 % of the equity sleeve

Sector breakdown

  • Energy 5.4 %
  • Materials 3.7 %
  • Technology 0.3 %
  • Unattributed 90.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • BRL 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • BR 97.8 %
  • KY 1.1 %
  • VG 0.4 %
  • NL 0.4 %
  • TW 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1BR12582.1M R$97.81 %
2KY1947.8K R$1.13 %
3VG1345K R$0.41 %
4NL1301.1K R$0.36 %
5TW1246.6K R$0.29 %

Positions

RankCompanySharesValueWeight
1Vibra Energia SA 141,9924.7M R$5.31 %
2Petroleo Brasileiro S.A. (Petrobras) 86,3144.2M R$4.75 %
3Priner Servicos Industriais SA 203,5783.8M R$4.30 %
4Cury Construtora e Incorporadora SA 110,3863.3M R$3.72 %
5Vale SA 38,3303.1M R$3.49 %
6Desktop SA 151,2142.8M R$3.12 %
7Moura Dubeux Engenharia S/A 89,3072.7M R$3.03 %
8Banco Bradesco S.A. 138,2672.7M R$3.00 %
9Ambev SA 154,4352.2M R$2.51 %
10Multiplan Empreendimentos Imobiliarios SA 70,5362.2M R$2.51 %
11Construtora Tenda S/A 74,4662.1M R$2.35 %
12Direcional Engenharia SA 156,0162M R$2.25 %
13Itausa SA 133,3631.9M R$2.08 %
14Bemobi Mobile Tech SA 65,1001.7M R$1.91 %
15EcoRodovias Infraestrutura e Logistica SA 190,6241.7M R$1.88 %
16Klabin SA 94,3911.6M R$1.85 %
17Localiza Rent a Car SA 33,7631.6M R$1.74 %
18Banco BTG Pactual SA 23,2491.4M R$1.55 %
19Movida Participacoes SA 111,3591.4M R$1.52 %
20Cia Paranaense de Energia - Copel 81,8151.3M R$1.46 %
21Vamos Locacao de Caminhoes Maquinas e Equipamentos SA 310,5621.2M R$1.38 %
22Equatorial SA 28,6381.2M R$1.36 %
23Cia De Sanena Do Parana 26,6001.1M R$1.21 %
24Allos SA 35,1281.1M R$1.21 %
25ITAU UNIBANCO HOLDING SA 24,4631.1M R$1.19 %
26Petroreconcavo S/A 73,193948.6K R$1.06 %
27XP INC 9,982947.8K R$1.06 %
28Hapvida Participacoes e Investimentos S/A 74,600924.3K R$1.04 %
29Ultrapar Participacoes SA 30,300907.2K R$1.02 %
30Rede D'Or Sao Luiz SA 22,804875K R$0.98 %
31Motiva Infraestrutura de Mobilidade SA 54,200867.2K R$0.97 %
32Minerva SA/Brazil 220,928839.5K R$0.94 %
33Smartfit Escola de Ginastica e Danca SA 48,559838.6K R$0.94 %
34Axia Energia SA 13,026808.3K R$0.91 %
35Suzano SA 18,000789.1K R$0.89 %
36Banco do Brasil SA 35,400786.2K R$0.88 %
37PRIO SA/Brazil 11,600770.4K R$0.86 %
38AXIA ENERGIA 10,900748.3K R$0.84 %
39AXIA ENERGIA 11,989718.7K R$0.81 %
40Cia Siderurgica Nacional SA 115,207717.7K R$0.81 %
41MBRF Global Foods Co SA 38,700674.5K R$0.76 %
42Eneva SA 22,410606.9K R$0.68 %
43Cia de Saneamento Basico do Estado de Sao Paulo SABESP 17,755588.6K R$0.66 %
44Track & Field SA Co 36,800564.9K R$0.63 %
45WEG SA 12,300551.8K R$0.62 %
46Cia Brasileira de Aluminio 51,400544.3K R$0.61 %
47Cyrela Brazil Realty SA Empreendimentos e Participacoes 22,600530.9K R$0.60 %
48Cogna Educacao SA 186,125517.4K R$0.58 %
49Rumo SA 31,593497K R$0.56 %
50Cosan SA 96,143484.6K R$0.54 %
51Vivara Participacoes SA 18,302472.4K R$0.53 %
52GERDAU S.A. 20,400461.2K R$0.52 %
53Raia Drogasil SA 20,746455.2K R$0.51 %
54Cia de Saneamento de Minas Gerais Copasa MG 8,100437.7K R$0.49 %
55Orizon Valorizacao de Residuos SA 5,200423.8K R$0.48 %
56Embraer SA 5,002385.4K R$0.43 %
57Companhia Energetica de Minas Gerais - CEMIG 28,000351.1K R$0.39 %
58Aura Minerals Inc 2,500345K R$0.39 %
59Lojas Renner SA 24,800337.3K R$0.38 %
60JBS NV 3,804301.1K R$0.34 %
61Petroleo Brasileiro SA - Petrobras 5,491300.5K R$0.34 %
62Banco Santander Brasil SA 10,300299.1K R$0.34 %
63ALPHABET DRN 1,729274.8K R$0.31 %
64B3 SA - Brasil Bolsa Balcao 14,200256K R$0.29 %
65APPLE DRN 3,771253.6K R$0.28 %
66NVIDIA CORP DRN 12,259252.5K R$0.28 %
67Taiwan Semiconductor Manufacturing Co Ltd 1,005246.6K R$0.28 %
68MICROSOFT DRN 2,731230K R$0.26 %
69Auren Energia SA 16,500229.2K R$0.26 %
70Banco Bradesco SA 12,600210.7K R$0.24 %
71Cyrela Brazil Realty S.A. Empreendimentos e Participacoes 9,373200K R$0.22 %
72YDUQS Participacoes SA 19,050187.8K R$0.21 %
73Raizen SA 395,800186K R$0.21 %
74Empreendimentos Pague Menos S/A 33,400185.7K R$0.21 %
75Energisa S/A 3,349176.9K R$0.20 %
76INTEL DRN 2,226173.7K R$0.19 %
77BB Seguridade Participacoes SA 5,000169.4K R$0.19 %
78WESTERN DIG DRN 69148.6K R$0.17 %
79Odontoprev SA 9,600146.4K R$0.16 %
80BROADCOM INC DRN 4,842143.1K R$0.16 %
81SEAGATE HOLD DRN 42140.2K R$0.16 %
82CORNING INC DRN 167135.9K R$0.15 %
83ADVANCED MIC DRN 581127.6K R$0.14 %
84TOTVS SA 3,500111.5K R$0.13 %
85Transmissora Alianca de Energia Eletrica S/A 2,600110.6K R$0.12 %
86KLA CORP DRN EB 50108.4K R$0.12 %
87MICRON TECHN DRN 251107.2K R$0.12 %
88Marcopolo S.A. 16,320105.8K R$0.12 %
89Bradespar SA 4,600105.5K R$0.12 %
90APPLIED MATE DRN 539105.4K R$0.12 %
91ARISTA NETWO DRN 490104.9K R$0.12 %
92CPFL Energia SA 2,100102.8K R$0.12 %
93ASML HOLD DRN ED 792102.7K R$0.12 %
94Engie Brasil Energia SA 2,900102.4K R$0.11 %
95METALURGICA GERDAU SA 10,232101.6K R$0.11 %
96Sendas Distribuidora S/A 11,400100.9K R$0.11 %
97CLOUDFLARE DRN 1,76199.4K R$0.11 %
98NETAPP INC DRN 18199.4K R$0.11 %
99Alupar Investimento SA 2,80096.6K R$0.11 %
100CADENCE DESI DRN 11896.4K R$0.11 %