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Portfolio (Quarterly) Guide ↗

BTG Pactual Asset Management US LLC

· CIK 0001569579
13F Portfolio $1.2B AUM 330 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 167 New 90 Added 50 Reduced 80 Exited
Page 9 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BTG B2GOLD CORP Basic Materials 161,097.0 $730K 0.06% NEW $4.53 +7.7%
162 SPHQ INVESCO EXCHANGE TRADED FD T 9,705.0 $730K 0.06% NEW $75.19 +9.7%
163 UBER UBER TECHNOLOGIES INC Technology 10,116.0 $728K 0.06% -3K -20.4% $71.93 +3.7%
164 HYG ISHARES TR 9,099.0 $724K 0.06% $79.56 +0.0%
165 KO CALL COCA COLA CO Consumer Defensive 9,400.0 $715K 0.06% NEW $76.05 +5.8%
166 KO PUT COCA COLA CO Consumer Defensive 9,400.0 $715K 0.06% NEW $76.05 +5.8%
167 GBDC GOLUB CAP BDC INC Financial Services 729.0 $698K 0.06% NEW $957.93 -98.6%
168 AMD ADVANCED MICRO DEVICES INC Technology 3,416.0 $695K 0.06% +1K +41.4% $203.43 +113.8%
169 VRT VERTIV HOLDINGS CO Industrials 2,698.0 $676K 0.06% -715.0 -20.9% $250.58 +42.8%
170 GE GE AEROSPACE Industrials 2,333.0 $662K 0.06% +43.0 +1.9% $283.77 -0.1%
171 BKNG BOOKING HOLDINGS INC Consumer Cyclical 155.0 $653K 0.06% +45.0 +40.9% $4210.32 -96.4%
172 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 3,250.0 $642K 0.06% +1K +80.6% $197.50 +20.8%
173 STIP ISHARES TR 6,041.0 $625K 0.05% +110.0 +1.9% $103.47 +0.1%
174 FLUTTER ENTMT PLC 5,984.0 $610K 0.05% +2K +35.2% $101.95
175 IGV ISHARES TR 7,539.0 $603K 0.05% NEW $80.05 +13.9%
176 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 51,554.0 $582K 0.05% NEW $11.28 +1.8%
177 C CITIGROUP INC Financial Services 5,125.0 $581K 0.05% +95.0 +1.9% $113.41 +8.8%
178 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,411.0 $553K 0.05% $125.46 +6.5%
179 CEMB ISHARES INC 11,991.0 $543K 0.05% $45.28 +0.4%
180 IVV ISHARES TR 815.0 $532K 0.05% -93.0 -10.2% $653.21 +13.6%
Page 9 of 17  ·  330 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
Utilities 28.9%
Financial Services 19.8%
Technology 13.2%
Communication Services 10.2%
Consumer Cyclical 6.4%
Energy 6.4%
Healthcare 5.7%
Basic Materials 4.6%
Industrials 3.3%
Consumer Defensive 1.3%