Banco BTG Pactual S.A. Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$585.0M

Holdings

161

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (161 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
281,651$52.0M8.89%
2
METAMETA PLATFORMS INC
67,660$44.0M7.52%
3
MSFTMICROSOFT CORP
78,008$37.0M6.32%
4
TSMTAIWAN SEMICONDUCTOR MFG LTD
110,096$33.0M5.64%
5
AMZNAMAZON COM INC
144,000$33.0M5.64%
6
GOOGALPHABET INC
56,605$17.0M2.91%
7
NUNU HLDGS LTD
971,116$16.0M2.74%
8
BABAALIBABA GROUP HLDG LTD
100,013$14.0M2.39%
9
GOOGLALPHABET INC
44,120$13.0M2.22%
10
EWZISHARES INC
204,209$13.0M2.22%Put
11
BKNGBOOKING HOLDINGS INC
2,553$13.0M2.22%
12
AVGOBROADCOM INC
35,691$12.0M2.05%
13
ASHRDBX ETF TR
350,000$11.0M1.88%
14
FLUTFLUTTER ENTMT PLC
50,000$10.0M1.71%
15
VVISA INC
30,072$10.0M1.71%
16
AIQGLOBAL X FDS
172,818$8.0M1.37%
17
GQ9SPDR GOLD TR
1,600$8.0M1.37%Call
18
LTMLATAM AIRLINES GROUP SA
155,200$8.0M1.37%
19
PDDPDD HOLDINGS INC
68,967$7.0M1.20%
20
PAMPAMPA ENERGIA S A
88,217$7.0M1.20%
21
ADBEADOBE INC
20,000$6.0M1.03%
22
LLYELI LILLY & CO
6,240$6.0M1.03%
23
URAGLOBAL X FDS
144,066$6.0M1.03%
24
UBERUBER TECHNOLOGIES INC
73,890$6.0M1.03%
25
GLOBGLOBANT S A
103,900$6.0M1.03%
26
NKENIKE INC
99,190$6.0M1.03%
27
MAMASTERCARD INCORPORATED
10,645$6.0M1.03%
28
BRK/BBERKSHIRE HATHAWAY INC DEL
10,496$5.0M0.85%
29
SPLVINVESCO EXCH TRADED FD TR II
83,513$5.0M0.85%
30
SAJACOMPANHIA DE SANEAMENTO BASI
212,083$5.0M0.85%
31
KBWBINVESCO EXCH TRADED FD TR II
65,000$5.0M0.85%
32
GEVGE VERNOVA INC
7,000$4.0M0.68%
33
WBDWARNER BROS DISCOVERY INC
144,828$4.0M0.68%
34
MLB1MERCADOLIBRE INC
2,480$4.0M0.68%
35
BMABANCO MACRO SA
47,477$4.0M0.68%
36
XLYSELECT SECTOR SPDR TR
35,693$4.0M0.68%
37
GGALGRUPO FINANCIERO GALICIA S.A
74,285$4.0M0.68%
38
XLVSELECT SECTOR SPDR TR
27,420$4.0M0.68%
39
SOXQINVESCO EXCH TRADED FD TR II
54,345$3.0M0.51%
40
IFSINTERCORP FINL SVCS INC
75,300$3.0M0.51%
41
TEOTELECOM ARGENTINA SA
327,501$3.0M0.51%
42
JPMJPMORGAN CHASE & CO.
10,336$3.0M0.51%
43
TRVCCITIGROUP INC
31,472$3.0M0.51%
44
HUTHUT 8 CORP
85,000$3.0M0.51%
45
URNJSPROTT FDS TR
155,800$3.0M0.51%
46
TGSTRANSPORTADORA DE GAS SUR
106,060$3.0M0.51%
47
SMHVANECK ETF TRUST
1,000$2.0M0.34%Put
48
STNESTONECO LTD
190,000$2.0M0.34%
49
GDYNGRID DYNAMICS HLDGS INC
285,000$2.0M0.34%
50
VTEXVTEX
604,100$2.0M0.34%
51
KOFCOCA-COLA FEMSA SAB DE CV
21,279$2.0M0.34%
52
DKNGDRAFTKINGS INC NEW
70,000$2.0M0.34%
53
ENICENEL CHILE S.A.
690,017$2.0M0.34%
54
UGRULTRAPAR PARTICIPACOES SA
697,900$2.0M0.34%
55
LPLALPL FINL HLDGS INC
7,500$2.0M0.34%
56
BLKBLACKROCK INC
1,170$1.0M0.17%
57
INTCINTEL CORP
47,332$1.0M0.17%
58
BSXBOSTON SCIENTIFIC CORP
15,300$1.0M0.17%
59
EVEXEVE HLDG INC
346,500$1.0M0.17%
60
GWWWW GRAINGER INC
1,039$1.0M0.17%
61
XLUSELECT SECTOR SPDR TR
39,716$1.0M0.17%
62
GPRKGEOPARK LTD
185,884$1.0M0.17%
63
ESGUISHARES TR
13,051$1.0M0.17%
64
DC4DEXCOM INC
20,345$1.0M0.17%
65
SPYGSPDR SERIES TRUST
9,690$1.0M0.17%
66
BNBROOKFIELD CORP
36,412$1.0M0.17%
67
ACNACCENTURE PLC IRELAND
7,400$1.0M0.17%
68
HWMHOWMET AEROSPACE INC
7,106$1.0M0.17%
69
CPACOPA HOLDINGS SA
10,090$1.0M0.17%
70
IBITISHARES BITCOIN TRUST ETF
30,303$1.0M0.17%
71
BHCBAUSCH HEALTH COS INC
170,700$1.0M0.17%
72
RHCRH PLC
2,015$00.00%
73
AUGOAURA MINERALS INC
6,702$00.00%
74
JELDJELD-WEN HLDG INC
15,300$00.00%
75
AZNASTRAZENECA PLC
2,608$00.00%
76
CEPUCENTRAL PUERTO S A
27,178$00.00%
77
BVNCOMPANIA DE MINAS BUENAVENTU
35,900$00.00%
78
AEPAMERICAN ELEC PWR CO INC
1,923$00.00%
79
AFYAAFYA LTD
29,951$00.00%
80
PCGPG&E CORP
15,377$00.00%
81
BACBANK AMERICA CORP
11,542$00.00%
82
EQTEQT CORP
4,641$00.00%
83
GDXVANECK ETF TRUST
2,526$00.00%
84
BAPCREDICORP LTD
3,200$00.00%
85
CDTXCIDARA THERAPEUTICS INC
1,136$00.00%
86
QXOQXO INC
40,000$00.00%
87
MPMP MATERIALS CORP
9,000$00.00%
88
TEVATEVA PHARMACEUTICAL INDS LTD
8,344$00.00%
89
ABEVAMBEV SA
20,400$00.00%
90
UNPUNION PAC CORP
1,057$00.00%
91
IM8NINSMED INC
1,240$00.00%
92
CVNACARVANA CO
651$00.00%
93
JBLJABIL INC
1,745$00.00%
94
ROSTROSS STORES INC
1,132$00.00%
95
GTLSCHART INDS INC
1,216$00.00%
96
ABVXABIVAX SA
2,243$00.00%
97
APPAPPLOVIN CORP
374$00.00%
98
T7DTRANSDIGM GROUP INC
197$00.00%
99
HLTHILTON WORLDWIDE HLDGS INC
2,600$00.00%
100
SAPSAP SE
1,400$00.00%
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