Fund Holdings — DELTEC ASSET MANAGEMENT LLC

Total Portfolio Value
$545.37M
Total Bought
$72.96M
Total Sold
$121.21M
Net Transaction
-$48.26M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
ALASKA AIR GROUP INC30,000269,600+239,6001,5099,9161.82%+8,407
CAPITAL ONE FINL CORP(COF)5,30048,270+42,9701,2858,8061.61%+7,521
DOORDASH INC(DASH)10,00063,600+53,6002,2659,5501.75%+7,285
CITIGROUP INC(C)17,60552,600+34,9952,0545,9651.09%+3,911
APPLIED MATLS INC05,000+5,00001,7090.31%+1,709
TAIWAN SEMICONDUCTOR MANUFAC(TSM)37,86738,588+72111,50713,0412.39%+1,533
EQT CORP(EQT)152,139152,13908,1559,6821.78%+1,527
SUMA ACQUISITION CORP(SUMA)0150,000+150,00001,5030.28%+1,503
TRG LATIN AMER ACQUIS CORP
UNIT 02/20/2031
0150,000+150,00001,4930.27%+1,493
BLUE WTR ACQUISITION CORP IV
UNIT 99/99/9999
0125,000+125,00001,2400.23%+1,240
SHELL PLC(SHEL)56,47156,47104,1495,2520.96%+1,102
GLOBAL X FDS
GLOBAL X URANIUM
185,100185,10007,9098,9641.64%+1,055
INFLECTION PT ACQUISIT CORP
UNIT 03/03/2031
0100,000+100,00001,0120.19%+1,012
SAFEGUARD ACQUISITION CORP(SAC)0100,000+100,00009960.18%+996
ILLUMINATION ACQUISITIO CORP(ILLU)0100,000+100,00009920.18%+992
QDRO ACQUISITION CORP(QADR)0100,000+100,00009910.18%+991
KRAKACQUISITION CORPORATION(KRAQ)0100,000+100,00009860.18%+986
TJX COS INC NEW(TJX)21,10026,100+5,0003,2414,1680.76%+927
ELME COMMUNITIES(ELME)0452,620+452,62009100.17%+910
CENTRAIS ELET BRAS SA(AXIAY)163,500210,500+47,0001,4982,3740.44%+877
X3 ACQUISITION CORP LTD(XCBE)085,000+85,00008360.15%+836
GENERAL PURP ACQUISITION COR
USD CL A ORD SHS
080,000+80,00007930.15%+793
ALUSSA ENERGY ACQUISIT CORP
ORD SHS CL A
075,000+75,00007490.14%+749
PALOMA ACQUISITION CORP I(PALO)075,000+75,00007490.14%+749
DAEDALUS SPL ACQUISITION COR
USD CL A ORD SHS
075,000+75,00007430.14%+743
LAFAYETTE DIGITAL ACQUISITIO
ORD CLASS A
075,000+75,00007400.14%+740
MICROCHIP TECHNOLOGY INC.(MCHP)010,500+10,50006780.12%+678
CAMBRIDGE ACQUISITION CORP(CAQ)060,000+60,00005980.11%+598
PAMPA ENERGIA SA(PAM)5,00011,738+6,7384431,0390.19%+596
GE AEROSPACE(GE)02,003+2,00305680.10%+568
CHURCHILL CAP CORP XI
CL A ORD SHS
050,000+50,00005080.09%+508
HCM IV ACQUISITION CORP(HACQ)050,000+50,00005020.09%+502
SPACE ASSET ACQUISITION CORP(SAAQ)049,950+49,95004980.09%+498
MOZAYYX ACQUISITION CORP(MZYX)050,000+50,00004970.09%+497
SILVERBOX CORP V(SBXE)049,950+49,95004960.09%+496
IDEA ACQUISITION CORP(IACO)050,000+50,00004960.09%+496
CRANE HBR ACQUISITION CORP I
ORD SHS CL A
049,950+49,95004950.09%+495
BLUEROCK ACQUISITION CORP(BLRK)049,950+49,95004950.09%+495
VINE HILL CAP INVTS CORP II
CL A
049,950+49,95004950.09%+495
SOREN ACQUISITION CORP(SORN)049,950+49,95004940.09%+494
MUZERO ACQUISITION CORP(MUZE)050,000+50,00004930.09%+493
MOUNTAIN LAKE ACQUISIT CORP
USD CL A ORD SHS
050,000+50,00004920.09%+492
ALDABRA 4 LQDTY OPP VEH INC
CL A ORD SHS
049,950+49,95004910.09%+491
STATE STR SPDR S&P MIDCAP 40(MDY)0780+78004810.09%+481
COSTCO WHOLESALE CORPORATION(COST)3,4853,48503,0053,4730.64%+467
LISATA THERAPEUTICS INC(LSTA)090,000+90,00004510.08%+451
GRUPO SUPERVIELLE S.A.(SUPV)046,500+46,50004380.08%+438
ARCELLX INC
COMMON STOCK
03,750+3,75004310.08%+431
WELLS FARGO & CO(WFC)5,80012,000+6,2005419550.18%+415
EXPAND ENERGY CORPORATION(EXE)03,718+3,71804080.07%+408
JPMORGAN CHASE & CO(JPM)6,9258,925+2,0002,2312,6250.48%+394
ARISTA NETWORKS INC(ANET)3,3006,720+3,4204328250.15%+393
AVERIN CAP ACQUISITION CORP
UNIT 01/30/2031
035,000+35,00003500.06%+350
ITAU UNIBANCO HLDG S A(ITUB)137,658159,333+21,6759861,3350.24%+350
ABONY ACQUISITION CORP I(AACO)035,000+35,00003480.06%+348
ALTRIA GROUP INC(MO)41,63241,63202,4012,7470.50%+347
ARCHIMEDES TECH SPAC PTNRS I
ORD SHS
035,000+35,00003450.06%+345
BIGBEAR AI HLDGS INC(BBAI)092,700+92,70003260.06%+326
SHERWIN WILLIAMS CO(SHW)01,000+1,00003210.06%+321
RALLYBIO CORP(RLYB)033,750+33,75003030.06%+303
VINCI COMPASS INVESTMENTS LT
COM CL A
25,38159,934+34,5533316320.12%+301
LEGATO MERGER CORP IV(LEGO)030,000+30,00002970.05%+297
ISHARES TR08,000+8,00002870.05%+287
HELIX ACQUISITION CORP III(HLXC)025,000+25,00002540.05%+254
COLOMBIER ACQUISITION CORP I
ORD SHS CL A
025,000+25,00002520.05%+252
SPARTACUS ACQUISITION CORP I
UNIT 01/30/2031
025,000+25,00002510.05%+251
INFINITE EAGLE ACQUISITION C
CL A
025,000+25,00002500.05%+250
XP INC(XP)013,000+13,00002480.05%+248
ITHAX ACQUISITION CORP III(ITHA)025,000+25,00002480.05%+248
ACTIVATE ENERGY ACQUISIT COR
CL A ORD SHS
025,000+25,00002470.05%+247
AMERICAN DRIVE ACQUISITION C
USD CL A ORD SHS
024,950+24,95002470.05%+247
LAUNCHPAD CADENZA ACQU CORP
USD CL A ORD SHS
024,900+24,90002470.05%+247
IRON HORSE ACQUISIT II CORP(IRHO)025,000+25,00002470.05%+247
SOCIAL COMM PARTNERS CORP
ORD SHS CL A
025,000+25,00002470.05%+247
BBB FOODS INC(TBBB)44,50048,881+4,3811,4861,7290.32%+243
KB FINL GROUP INC(KB)17,50017,50001,5061,7450.32%+240
BANCO MACRO S A(BMA)8,30012,600+4,3007489750.18%+227
MERCK & CO INC(MRK)01,851+1,85102230.04%+223
APARTMENT INVT & MGMT CO(AIV)054,257+54,25702210.04%+221
CATERPILLAR INC(CAT)0300+30002130.04%+213
PHILIP MORRIS INTL INC(PM)42,37042,37006,7967,0051.28%+209
MESHFLOW ACQUISITION CORP(MESH)019,950+19,95001970.04%+197
GOLDMAN SACHS GROUP INC(GS)1,9002,200+3001,6701,8610.34%+191
S&P GLOBAL INC(SPGI)2,4503,450+1,0001,2801,4670.27%+187
JBS N.V.(JBS)47,65047,65006878560.16%+169
SELECT SECTOR SPDR TR
ST STR CARE ETF
32,61035,500+2,8905,0485,2050.95%+157
LEAPFROG ACQUISITION CORP(LFAC)015,000+15,00001490.03%+149
CHEVRON CORPORATION(CVX)2,6502,65004045480.10%+144
PETROLEO BRASILEIRO S A
SP ADR NON VTG
20,75019,500-1,2502343660.07%+132
JOHNSON & JOHNSON(JNJ)3,5143,51407278590.16%+132
FREEPORT MCMORAN INC(FCX)15,00015,00007628820.16%+120
CANTOR EQUITY PARTNERS VI IN
CL A ORD SHS
010,000+10,00001010.02%+101
CENTRAIS ELET BRAS SA
SPON ADS PF CL C
40,60440,60403504430.08%+93
MONDELEZ INTL INC(MDLZ)22,40222,40201,2061,2910.24%+85
CREDICORP LTD(BAP)1,6201,62004655490.10%+85
SELECT SECTOR SPDR TR
ST STR INDL ETF
12,25012,25001,9001,9810.36%+81
WYNDHAM HOTELS & RESORTS INC(WH)14,00014,00001,0581,1370.21%+79
SELECT SECTOR SPDR TR
ST STR UTIL ETF
22,00022,00009391,0100.19%+70
GEOPARK LTD(GPRK)28,00028,00002072660.05%+59
SPDR SERIES TRUST
ST STR SP BIOT
10,00010,00001,2191,2770.23%+58
Page 1 of 3
DELTEC ASSET MANAGEMENT LLC — 13F Holdings — Q1 2026 | TickerTrail