Banco BTG Pactual S.A.

CIK: 0001536080SEC EDGAR →

Portfolio Value

$585.0M

Holdings

161

As of

Q4 2025

New Positions

73

Closed Positions

72

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

281,651$52.0M
8.89%
2

META PLATFORMS INC

67,660$44.0M
7.52%
3

MICROSOFT CORP

78,008$37.0M
6.32%
4

TAIWAN SEMICONDUCTOR MFG LTD

110,096$33.0M
5.64%
5

AMAZON COM INC

144,000$33.0M
5.64%
6

ALPHABET INC

56,605$17.0M
2.91%
7

NU HLDGS LTD

971,116$16.0M
2.74%
8

ALIBABA GROUP HLDG LTD

100,013$14.0M
2.39%
9

ALPHABET INC

44,120$13.0M
2.22%
10

BOOKING HOLDINGS INC

2,553$13.0M
2.22%

Quarterly Changes

Top Buys

TSM↑ Increased
$15.3M
NVDA↑ Increased
$14.6M
EWZNEW
$13.0M
FLUTNEW
$10.0M
NU↑ Increased
$8.0M

Top Sells

JBSCLOSED
$143.2M
KWEBCLOSED
$21.5M
TRVC↓ Decreased
$11.2M
SPLV↓ Decreased
$9.3M
EWZCLOSED
$8.9M

New Positions (82)

$13.0M · 204K shares
$10.0M · 50K shares
$8.0M · 2K shares
$6.0M · 20K shares
$6.0M · 6K shares
$6.0M · 99K shares
$5.0M · 212K shares
$4.0M · 145K shares
$4.0M · 2K shares
$4.0M · 74K shares
$3.0M · 156K shares
$2.0M · 1K shares
$2.0M · 190K shares
$2.0M · 285K shares
$2.0M · 21K shares
$2.0M · 70K shares
$2.0M · 690K shares
$2.0M · 698K shares
$1.0M · 47K shares
$1.0M · 15K shares
$1.0M · 1K shares
$1.0M · 40K shares
$1.0M · 20K shares
$1.0M · 7K shares
$1.0M · 171K shares
$0 · 2K shares
$0 · 15K shares
$0 · 3K shares
$0 · 27K shares
$0 · 2K shares
$0 · 30K shares
$0 · 15K shares
$0 · 5K shares
$0 · 1K shares
$0 · 9K shares
$0 · 8K shares
$0 · 1K shares
$0 · 1K shares
$0 · 651 shares
$0 · 2K shares
$0 · 1K shares
$0 · 1K shares
$0 · 2K shares
$0 · 197 shares
$0 · 558 shares
$0 · 849 shares
$0 · 7K shares
$0 · 152K shares
$0 · 1K shares
$0 · 900 shares
$0 · 26K shares
$0 · 1K shares
$0 · 3K shares
$0 · 14K shares
$0 · 6K shares
$0 · 3K shares
$0 · 10K shares
$0 · 25K shares
$0 · 24K shares
$0 · 2K shares
$0 · 24K shares
$0 · 442 shares
$0 · 1K shares
$0 · 2K shares
$0 · 1K shares
$0 · 62K shares
$0 · 15K shares
$0 · 13K shares
$0 · 4K shares
$0 · 2K shares
$0 · 3K shares
$0 · 984 shares
$0 · 18K shares
$0 · 74K shares
$0 · 11K shares
$0 · 46K shares
$0 · 10K shares
$0 · 509 shares
$0 · 15K shares
$0 · 15K shares
$0 · 66K shares
$0 · 60K shares

Closed Positions (76)

$143.2M · 9.6M shares
$21.5M · 511K shares
$8.9M · 287K shares
$8.6M · 161K shares
$6.2M · 10K shares
$4.4M · 103K shares
$4.2M · 37K shares
$4.2M · 80K shares
$4.1M · 30K shares
$4.1M · 28K shares
$3.8M · 58K shares
$3.5M · 100K shares
$3.0M · 30K shares
$2.9M · 68K shares
$2.8M · 22K shares
$2.6M · 95K shares
$2.3M · 26K shares
$2.1M · 62K shares
$2.0M · 26K shares
$1.7M · 2K shares
$1.7M · 400K shares
$1.6M · 7K shares
$1.4M · 20K shares
$1.4M · 17K shares
$1.3M · 110K shares
$1.3M · 24K shares
$1.3M · 124K shares
$1.2M · 48K shares
$1.1M · 50K shares
$1.1M · 14K shares
$1.1M · 7K shares
$1.1M · 6K shares
$993K · 50K shares
$923K · 40K shares
$904K · 3K shares
$898K · 37K shares
$894K · 13K shares
$765K · 8K shares
$717K · 7K shares
$663K · 20K shares
$595K · 4K shares
$562K · 20K shares
$540K · 16K shares
$509K · 4K shares
$502K · 70K shares
$437K · 5K shares
$399K · 43K shares
$354K · 4K shares
$353K · 4K shares
$342K · 14K shares
$336K · 17K shares
$333K · 938 shares
ISHARES INC
$325K · 11K shares
$323K · 21K shares
$308K · 2K shares
$287K · 7K shares
$226K · 1K shares
$225K · 1K shares
$216K · 1K shares
$213K · 600 shares
$212K · 1K shares
$170K · 55K shares
$162K · 10K shares
$106K · 12K shares
$104K · 50K shares
$102K · 65K shares
$88K · 37K shares
$77K · 47K shares
$55K · 17K shares
$53K · 46K shares
$51K · 16K shares
$43K · 15K shares
$38K · 12K shares
$37K · 19K shares
$33K · 12K shares
$22K · 16K shares

Sector Breakdown

Sector# HoldingsValue%
Technology22$160.0M31.1%
Financial Services45$121.0M23.5%
Consumer Cyclical14$85.0M16.5%
Communication Services7$81.0M15.8%
Unknown14$28.0M5.4%
Utilities9$13.0M2.5%
Industrials14$12.0M2.3%
Healthcare16$8.0M1.6%
Energy5$4.0M0.8%
Consumer Defensive7$2.0M0.4%
Basic Materials8$00.0%