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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 7 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 A PUT AGILENT TECHNOLOGIES INC Healthcare 8,000.0 $912K 0.08% NEW $113.98 +1.6%
122 EXPAND ENERGY CORPORATION 8,096.0 $889K 0.08% NEW $109.78
123 MELI MERCADOLIBRE INC Consumer Cyclical 506.0 $875K 0.08% -2K -79.6% $1729.02 -1.9%
124 DKNG PUT DRAFTKINGS INC NEW Consumer Cyclical 40,000.0 $865K 0.08% NEW $21.62 +16.0%
125 CRWD CROWDSTRIKE HLDGS INC Technology 2,204.0 $860K 0.07% +2K +333.0% $390.41 +65.3%
126 WDC PUT WESTERN DIGITAL CORP Technology 3,000.0 $811K 0.07% NEW $270.49 +96.2%
127 XEL CALL XCEL ENERGY INC Utilities 10,000.0 $794K 0.07% NEW $79.44 +2.0%
128 WELL CALL WELLTOWER INC Real Estate 4,000.0 $791K 0.07% NEW $197.71 +8.3%
129 VST PUT VISTRA CORP Utilities 5,000.0 $752K 0.07% NEW $150.33 +6.5%
130 MA CALL MASTERCARD INCORPORATED Financial Services 1,500.0 $749K 0.07% NEW $499.66 -0.9%
131 CI THE CIGNA GROUP Healthcare 2,768.0 $738K 0.07% NEW $266.75 +7.1%
132 ZETA ZETA GLOBAL HOLDINGS CORP Technology 41,960.0 $668K 0.06% NEW $15.92 +22.2%
133 IBIT ISHARES BITCOIN TRUST ETF Financial Services 17,047.0 $655K 0.06% -13K -43.7% $38.42 +10.5%
134 XME SPDR SERIES TRUST 5,900.0 $637K 0.06% NEW $108.01 +13.8%
135 HODL VANECK BITCOIN ETF 32,263.0 $618K 0.05% NEW $19.16 +10.6%
136 ARKK ARK ETF TR 9,001.0 $608K 0.05% NEW $67.59 +15.3%
137 HWM HOWMET AEROSPACE INC Industrials 2,628.0 $606K 0.05% -4K -63.0% $230.46 +12.0%
138 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 135,321.0 $595K 0.05% NEW $4.40 +8.2%
139 MSFT MICROSOFT CORP Technology 1,596.0 $591K 0.05% -76K -98.0% $370.17 +11.5%
140 SANDISK CORP 891.0 $566K 0.05% -314.0 -26.1% $635.34
Page 7 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%