Arkolith/Funds/VPR Management LLC

VPR Management LLC

CIK 1894203
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

VPR Management LLC holds a focused book of 65 stocks worth $250.2M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sea Ltd-ADR and trimmed Ishares Msci Brazil ETF. Their largest long position is Ishares Gold Trust at 14% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
9
existing
Trimmed
3
reduced
Sold out
4
exited

Concentration

Top-heavy: focused book

Top 5 holdings
51%
Top 10 holdings
71%
Top 20 holdings
87%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

35% mapped to company sectors

ETF / fund or unclassified
65%
Financials
18%
Energy
5%
Materials
4%
Industrials
3%
Consumer Staples
2%
Utilities
1%
Information Technology
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

65 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Gold TR
ISHARES NEW
$34.9M395.4K
13.9%
Held
2Vanguard Tax-Managed Intl FD
FTSE DEV MKT ETF
$33.7M525.6K
13.5%
Held
3Flexshares TR
MORNSTAR UPSTR
$27.4M497.6K
11.0%
Held
4Ishares Inc
MSCI CDA ETF
$17.1M311.8K
6.8%
Held
5Ishares Inc
MSCI BRAZIL ETF
$15.1M393.4K
6.0%
−20%
Reduced · −100K sh
6Vanguard Index FDS
TOTAL STK MKT
$14.5M45.2K
5.8%
+11%
Added · +4K sh
7Vanguard Specialized Funds
DIV APP ETF
$11.3M52.6K
4.5%
Held
8Ishares Inc
CORE MSCI EMKT
$8.8M126.8K
3.5%
Held
9Vaneck ETF Trust
JP MRGAN EM LOC
$7.9M316.2K
3.2%
Held
10Ishares TR
MSCI ACWI ETF
$6.0M43.7K
2.4%
Held
11SPDR Index SHS FDS
GLB NAT RESRCE
$5.8M77.5K
2.3%
Held
12Mercadolibre Inc
COM
$5.5M3.2K
2.2%
+100%
Added · +2K sh
13Freeport-McMoran Inc
CL B
$4.8M81.0K
1.9%
Held
14Ishares TR
MSCI UK ETF NEW
$4.4M97.5K
1.8%
+49%
Added · +32K sh
15Nu Hldgs Ltd
ORD SHS CL A
$4.1M285.6K
1.6%
−7.2%
Reduced · −22K sh
16Itau Unibanco Hldg S A
SPON ADR REP PFD
$3.7M438.0K
1.5%
Held
17Exxon Mobil Corp
COM
$3.3M19.2K
1.3%
Held
18Petroleo Brasileiro Sa Petro
SP ADR NON VTG
$2.9M154.3K
1.2%
Held
19Petroleo Brasileiro Sa Petro
SPONSORED ADR
$2.8M132.8K
1.1%
Held
20Ishares TR
EAFE VALUE ETF
$2.7M35.7K
1.1%
Held
21Coca-Cola Femsa SAB De CV
SPONSORD ADR REP
$2.4M24.8K
1.0%
Held
22Sea Ltd
SPONSORD ADS
$2.3M28.3K
0.9%
New
New position
23Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$2.0M37.7K
0.8%
Held
24Vale S A
SPONSORED ADS
$1.9M122.0K
0.8%
Held
25Chevron Corp New
COM
$1.8M8.7K
0.7%
Held
26Rio Tinto PLC
SPONSORED ADR
$1.6M17.0K
0.6%
Held
27BHP Group Ltd
SPONSORED ADS
$1.5M20.0K
0.6%
Held
28Coupang Inc
CL A
$1.1M60.0K
0.5%
New
New position
29Ambev Sa
SPONSORED ADR
$1.1M387.9K
0.5%
Held
30Centrais Eletricas Brasileir
SPONSORED ADR
$1.1M100.1K
0.5%
Held
31Ares Capital Corp
COM
$1.1M62.6K
0.5%
+64%
Added · +25K sh
32Select Sector SPDR TR
ENERGY
$980K16.0K
0.4%
Held
33Vanguard World FDS
ENERGY ETF
$917K5.3K
0.4%
Held
34Companhia De Saneamento Basi
SPONSORED ADR
$902K29.6K
0.4%
+1.7%
Added · +495 sh
35JBS N.V.
CL A SHS
$778K43.3K
0.3%
Held
36Dlocal Ltd
CLASS A COM
$726K56.0K
0.3%
New
New position
37XP Inc
CL A
$706K37.1K
0.3%
Held
38Banco Bradesco S A
BANCO BRADESCO-ADR
$686K187.9K
0.3%
Held
39Vanguard Index FDS
VALUE ETF
$657K3.4K
0.3%
Held
40Telefonica Brasil Sa
NEW ADR
$655K41.2K
0.3%
Held
41Agnc Invt Corp
COM
$602K60.0K
0.2%
Held
42Blue Owl Capital Corporation
COM
$568K51.4K
0.2%
+1.8%
Added · +891 sh
43Pagseguro Digital Ltd
COM CL A
$561K56.0K
0.2%
New
New position
44Nvidia Corporation
COM
$523K3.0K
0.2%
New
New position
45Banco Santander Brasil S A
ADS REP 1 UNIT
$522K88.0K
0.2%
Held
46Shell PLC
SPON ADS
$465K5.0K
0.2%
Held
47Tim S A
SPONSORED ADR
$417K15.8K
0.2%
Held
48Amazon Com Inc
COM
$417K2.0K
0.2%
+100%
Added · +1K sh
49Ishares TR
JPMORGAN USD EMG
$404K4.3K
0.2%
Held
50FS KKR Cap Corp
COM
$366K36.0K
0.1%
Held
Showing 50 of 65 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202665$250.2M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202663$224.5M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202560$220.1M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202560$213.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.