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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 5 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 V CALL VISA INC Financial Services 6,000.0 $1.8M 0.16% NEW $302.24 +8.8%
82 WELL WELLTOWER INC Real Estate 9,166.0 $1.8M 0.16% NEW $197.71 +9.1%
83 UBER CALL UBER TECHNOLOGIES INC Technology 25,000.0 $1.8M 0.16% NEW $71.93 -1.7%
84 WYNN CALL WYNN RESORTS LTD Consumer Cyclical 17,300.0 $1.8M 0.15% NEW $101.55 -0.6%
85 ESPO VANECK ETF TRUST 19,267.0 $1.7M 0.15% NEW $90.50 -1.4%
86 SMH VANECK ETF TRUST 4,529.0 $1.7M 0.15% NEW $383.40 +54.8%
87 VALE VALE S A Basic Materials 108,000.0 $1.7M 0.15% NEW $15.91 +3.3%
88 HOOD CALL ROBINHOOD MKTS INC Financial Services 24,000.0 $1.7M 0.14% NEW $69.30 +10.1%
89 VTR PUT VENTAS INC Real Estate 20,000.0 $1.6M 0.14% NEW $81.78 +7.9%
90 BNDX VANGUARD CHARLOTTE FDS 33,714.0 $1.6M 0.14% NEW $48.05 +0.3%
91 EWY ISHARES INC 12,510.0 $1.5M 0.13% NEW $123.01 +61.0%
92 VST CALL VISTRA CORP Utilities 10,000.0 $1.5M 0.13% NEW $150.33 +6.6%
93 VGT VANGUARD WORLD FD 2,104.0 $1.5M 0.13% NEW $697.72 -83.2%
94 QQQI NEOS ETF TRUST 28,633.0 $1.4M 0.12% NEW $49.69 +14.4%
95 ITUB ITAU UNIBANCO HLDG S A Financial Services 169,644.0 $1.4M 0.12% NEW $8.38 -5.0%
96 MPWR CALL MONOLITHIC PWR SYS INC Technology 1,300.0 $1.4M 0.12% NEW $1093.35 +47.4%
97 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 20,000.0 $1.4M 0.12% NEW $69.37 +21.0%
98 NFLX NETFLIX INC. Communication Services 13,152.0 $1.3M 0.11% NEW $96.15 -8.8%
99 OUNZ VANECK MERK GOLD ETF Financial Services 27,796.0 $1.3M 0.11% NEW $45.05 -5.0%
100 ENIC ENEL CHILE SA Utilities 316,008.0 $1.2M 0.11% -374K -54.2% $3.94 +8.8%
Page 5 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%