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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
Page 4 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPYI NEOS ETF TRUST 40,990.0 $2.0M 0.18% NEW $49.37 +8.6%
62 NXPI CALL NXP SEMICONDUCTORS N V Technology 10,000.0 $2.0M 0.17% NEW $196.86 +67.2%
63 REGN PUT REGENERON PHARMACEUTICALS Healthcare 2,500.0 $1.9M 0.17% NEW $772.64 -18.8%
64 KO CALL COCA COLA CO Consumer Defensive 25,000.0 $1.9M 0.17% NEW $76.05 +7.3%
65 NEM CALL NEWMONT CORP Basic Materials 17,500.0 $1.9M 0.17% NEW $108.25 -1.0%
66 NXPI PUT NXP SEMICONDUCTORS N V Technology 9,500.0 $1.9M 0.16% NEW $196.86 +67.2%
67 HWM PUT HOWMET AEROSPACE INC Industrials 8,000.0 $1.8M 0.16% NEW $230.46 +12.0%
68 V CALL VISA INC Financial Services 6,000.0 $1.8M 0.16% NEW $302.24 +8.4%
69 WELL WELLTOWER INC Real Estate 9,166.0 $1.8M 0.16% NEW $197.71 +8.3%
70 UBER CALL UBER TECHNOLOGIES INC Technology 25,000.0 $1.8M 0.16% NEW $71.93 -1.6%
71 WYNN CALL WYNN RESORTS LTD Consumer Cyclical 17,300.0 $1.8M 0.15% NEW $101.55 -0.3%
72 ESPO VANECK ETF TRUST 19,267.0 $1.7M 0.15% NEW $90.50 -1.9%
73 SMH VANECK ETF TRUST 4,529.0 $1.7M 0.15% NEW $383.40 +55.3%
74 VALE VALE S A Basic Materials 108,000.0 $1.7M 0.15% NEW $15.91 +3.7%
75 HOOD CALL ROBINHOOD MKTS INC Financial Services 24,000.0 $1.7M 0.14% NEW $69.30 +10.0%
76 VTR PUT VENTAS INC Real Estate 20,000.0 $1.6M 0.14% NEW $81.78 +7.6%
77 BNDX VANGUARD CHARLOTTE FDS 33,714.0 $1.6M 0.14% NEW $48.05 +0.4%
78 EWY ISHARES INC 12,510.0 $1.5M 0.13% NEW $123.01 +61.1%
79 VST CALL VISTRA CORP Utilities 10,000.0 $1.5M 0.13% NEW $150.33 +6.5%
80 VGT VANGUARD WORLD FD 2,104.0 $1.5M 0.13% NEW $697.72 -83.2%
Page 4 of 8  ·  152 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
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%