Banco BTG Pactual S.A.

CIK: 0001536080Latest portfolio: $585.0M · Q4 2025

Holdings

161

Total Value

$585.0M

New Positions

79

Closed Positions

72

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORPORATION
281,651$52.0M8.89%+81K
2
METAMETA PLATFORMS INC
67,660$44.0M7.52%+8K
3
MSFTMICROSOFT CORP
78,008$37.0M6.32%+2K
4
TSMTAIWAN SEMICONDUCTOR MFG LTD
110,096$33.0M5.64%+47K
5
AMZNAMAZON COM INC
144,000$33.0M5.64%+5K
6
GOOGALPHABET INC
56,605$17.0M2.91%+3K
7
NUNU HLDGS LTD
971,116$16.0M2.74%+474K
8
BABAALIBABA GROUP HLDG LTD
100,013$14.0M2.39%+5K
9
GOOGLALPHABET INC
44,120$13.0M2.22%-31,456
10
EWZISHARES INC
204,209$13.0M2.22%NEWPut
11
BKNGBOOKING HOLDINGS INC
2,553$13.0M2.22%+2K
12
AVGOBROADCOM INC
35,691$12.0M2.05%+11K
13
ASHRDBX ETF TR
350,000$11.0M1.88%+150K
14
FLUTFLUTTER ENTMT PLC
50,000$10.0M1.71%NEW
15
VVISA INC
30,072$10.0M1.71%+4K
16
AIQGLOBAL X FDS
172,818$8.0M1.37%+34K
17
LTMLATAM AIRLINES GROUP SA
155,200$8.0M1.37%+125K
18
GQ9SPDR GOLD TR
1,600$8.0M1.37%NEWCall
19
PAMPAMPA ENERGIA S A
88,217$7.0M1.20%+3K
20
PDDPDD HOLDINGS INC
68,967$7.0M1.20%+40K
21
UBERUBER TECHNOLOGIES INC
73,890$6.0M1.03%+19K
22
GLOBGLOBANT S A
103,900$6.0M1.03%+72K
23
LLYELI LILLY & CO
6,240$6.0M1.03%NEW
24
MAMASTERCARD INCORPORATED
10,645$6.0M1.03%+3K
25
ADBEADOBE INC
20,000$6.0M1.03%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
NU971K+474K
ASHR350K+150K
VTEX604K+139K
NVDA282K+81K
HUT85K+73K
PDD69K+40K
AIQ173K+34K
XLY36K+23K
UBER74K+19K
BMA47K+18K

Decreased Positions

NameSharesChange
EVEX347K-250000
TGS106K-94954
COF1K-48336
TEO328K-47304
XP24K-37556
GOOGL44K-31456
FXI23K-25700
KBWB65K-25000
WDC1K-22617
UNH2K-15357

Sector Breakdown

Financial Services0.0% ($1.600013000110001e+117T)
Technology0.0% ($5.200037000330001e+52T)
Consumer Cyclical0.0% ($3.300014000130001e+29T)
Unknown0.0% ($8.000500050004e+25T)
Industrials0.0% ($80001000100010000384.0T)
Healthcare0.0% ($6000100009999999.0T)
Communication Services0.0% ($4400017000130003.5T)
Utilities0.0% ($700040002.0T)
Energy0.0% ($30.0T)
Consumer Defensive0.0% ($2.0T)
Basic Materials0.0% ($0)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$585.0M163
Q3 2025Nov 13, 2025$684.9B155
Q2 2025Aug 14, 2025$491.5B154
Q1 2025May 14, 2025$404.9B187
Q4 2024Feb 12, 2025$429.6B168

Fund Information

CIK0001536080
Most Recent FilingFeb 12, 2026
Number of Filings5

Banco BTG Pactual S.A. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $585.0M across 161 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 8.9% of the portfolio. Compared to the previous quarter, the fund opened 82 new positions and closed 76 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.