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Portfolio (Quarterly) Guide ↗

DELTEC ASSET MANAGEMENT LLC

· CIK 0001269950
13F Portfolio $606M AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 206 New
Page 11 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PYROPHYTE ACQUISITION CORP. 10,000.0 $100K 0.02% NEW $9.96
202 PIONEER ACQUISITION I CORP 10,000.0 $99K 0.02% NEW $9.94
203 MONEYHERO LIMITED 22,000.0 $31K 0.01% NEW $1.43
204 VERDE CLEAN FUELS INC 70,000.0 $7K 0.00% NEW $0.10
205 SOLARIUS CAPITAL ACQU CORP 25,000.0 $6K 0.00% NEW $0.25
206 MONEYHERO LIMITED 23,200.0 $3K NEW $0.11
Page 11 of 11  ·  206 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Consumer Cyclical 19.3%
Communication Services 13.1%
Financial Services 12.1%
Healthcare 10.0%
Energy 5.9%
Consumer Defensive 5.1%
Industrials 4.2%
Basic Materials 0.3%
Utilities 0.2%