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Portfolio (Quarterly) Guide ↗

Banco BTG Pactual S.A.

· CIK 0001536080
13F Portfolio $1.1B AUM 185 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 152 New 13 Added 20 Reduced 130 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EWZ PUT ISHARES INC 2,957,100.0 $113.5M 9.92% +3.0M +10000.0% $38.39 -5.9%
2 EWZ CALL ISHARES INC 2,145,600.0 $82.4M 7.20% +2.1M +5133.2% $38.39 -5.9%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 70,000.0 $45.5M 3.98% +70K +10000.0% $650.34 +15.4%
4 EWZ ISHARES INC 751,073.0 $28.8M 2.52% +591K +368.8% $38.39 -5.9%
5 AVGO BROADCOM INC Technology 70,182.0 $21.7M 1.90% +34K +96.6% $309.51 +36.3%
6 CPA COPA HOLDINGS SA Industrials 85,000.0 $9.7M 0.84% +75K +742.4% $113.61 +25.8%
7 SMH PUT VANECK ETF TRUST 20,000.0 $7.7M 0.67% +19K +1900.0% $383.40 +55.3%
8 BN BROOKFIELD CORP Financial Services 157,276.0 $6.4M 0.56% +121K +331.9% $40.47 +13.7%
9 AUGO AURA MINERALS INC Basic Materials 76,777.0 $6.3M 0.55% +70K +1045.6% $81.60 -8.4%
10 FXI ISHARES TR 100,000.0 $3.6M 0.31% +77K +328.2% $35.90 -1.6%
11 CRWD CROWDSTRIKE HLDGS INC Technology 2,204.0 $860K 0.07% +2K +333.0% $390.41 +65.3%
12 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,005.0 $494K 0.04% +145.0 +16.9% $491.53 -7.2%
13 CRH PLC 4,041.0 $425K 0.04% +2K +100.5% $105.12

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
Financial Services 38.3%
Technology 19.4%
Consumer Cyclical 14.3%
Consumer Defensive 7.1%
Industrials 7.1%
Basic Materials 5.8%
Energy 3.2%
Real Estate 1.9%
Healthcare 1.3%
Utilities 0.9%