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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 3 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GRUPO CIBEST SA 83,202.0 $6.1M 0.53% NEW $72.81
42 BND VANGUARD BD INDEX FDS 74,542.0 $5.5M 0.48% NEW $73.64 -0.5%
43 ECH ISHARES INC 133,993.0 $5.3M 0.47% NEW $39.76 +5.8%
44 GOOG CALL ALPHABET INC Communication Services 18,000.0 $5.2M 0.45% NEW $286.86 +35.1%
45 GOOG PUT ALPHABET INC Communication Services 16,500.0 $4.7M 0.41% NEW $286.86 +35.1%
46 MSFT PUT MICROSOFT CORP Technology 12,000.0 $4.4M 0.39% NEW $370.17 +11.2%
47 AMZN CALL AMAZON COM INC Consumer Cyclical 21,000.0 $4.4M 0.38% NEW $208.27 +29.6%
48 CI PUT THE CIGNA GROUP Healthcare 15,000.0 $4.0M 0.35% NEW $266.75 +6.9%
49 MPWR PUT MONOLITHIC PWR SYS INC Technology 3,600.0 $3.9M 0.34% NEW $1093.35 +47.7%
50 TRGP CALL TARGA RES CORP Energy 15,000.0 $3.8M 0.33% NEW $250.73 +6.4%
51 CI CALL THE CIGNA GROUP Healthcare 14,000.0 $3.7M 0.33% NEW $266.75 +6.9%
52 AMZN AMAZON COM INC Consumer Cyclical 17,486.0 $3.6M 0.32% -127K -87.9% $208.27 +29.6%
53 FXI ISHARES TR 100,000.0 $3.6M 0.31% +77K +328.2% $35.90 -1.7%
54 PUT EXPAND ENERGY CORPORATION 32,000.0 $3.5M 0.31% NEW $109.78
55 NU NU HLDGS LTD Financial Services 240,743.0 $3.5M 0.30% -730K -75.2% $14.37 -8.9%
56 JBS N.V. 191,081.0 $3.4M 0.30% NEW $17.96
57 WELL PUT WELLTOWER INC Real Estate 16,500.0 $3.3M 0.28% NEW $197.71 +9.3%
58 NEM PUT NEWMONT CORP Basic Materials 30,000.0 $3.2M 0.28% NEW $108.25 -0.4%
59 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 150,000.0 $3.2M 0.28% NEW $21.62 +15.2%
60 AMD ADVANCED MICRO DEVICES INC Technology 15,622.0 $3.2M 0.28% NEW $203.43 +142.2%
Page 3 of 10  ·  185 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%