Fund HoldingsBanco BTG Pactual S.A.

Total Portfolio Value
$415.87M
Total Bought
$283.42M
Total Sold
$128.68M
Net Transaction
+$154.74M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ALMACENES EXITO S A09,029,656+9,029,656049,48311.90%+49,483
ISHARES TR(Call)01,200,000+1,200,000031,836+31,836
ISHARES INC(Call)1,044,6001,652,100+607,50033,87650,670+16,794
MERCADOLIBRE INC(MELI)29513,446+13,15134917,0484.10%+16,698
SIGMA LITHIUM CORPORATION(SGML)(Call)0485,200+485,200015,740+15,740
SELECT SECTOR SPDR TR(Call)
ST STR ENERG ETF
109,000259,000+150,0008,84823,411+14,563
GLOBAL X FDS
GLOBAL X URANIUM
16,300427,550+411,25035411,5612.78%+11,207
ISHARES TR(Put)0400,000+400,000010,612+10,612
SIX FLAGS ENTMT CORP NEW0396,520+396,52009,3222.24%+9,322
ISHARES TR24,800368,650+343,8506749,7802.35%+9,106
NU HLDGS LTD(NU)01,063,369+1,063,36907,7091.85%+7,709
XP INC(XP)172,622453,461+280,8394,05010,4522.51%+6,403
ISHARES INC(Put)0200,000+200,00006,134+6,134
META PLATFORMS INC(META)017,864+17,86405,3631.29%+5,363
SCHWAB CHARLES CORP(SCHW)090,367+90,36704,9611.19%+4,961
SPDR SER TR(Put)
ST STR SP HOME
062,000+62,00004,747+4,747
NVIDIA CORPORATION(NVDA)08,590+8,59003,7370.90%+3,737
ISHARES INC047,200+47,20002,7820.67%+2,782
MICROSOFT CORP(MSFT)2,70710,499+7,7929223,3150.80%+2,393
SPDR SER TR
ST STR P500VAL
057,460+57,46002,3710.57%+2,371
ARCOS DORADOS HOLDINGS INC(ARCO)0249,700+249,70002,3620.57%+2,362
SELECT SECTOR SPDR TR
ST STR MATER ETF
027,274+27,27402,1420.52%+2,142
SELECT SECTOR SPDR TR
ST STR REAL ETF
061,512+61,51202,0960.50%+2,096
SELECT SECTOR SPDR TR
ST STR UTIL ETF
034,960+34,96002,0600.50%+2,060
GOLDMAN SACHS GROUP INC(GS)05,864+5,86401,8970.46%+1,897
INTER & CO INC(INTR)3,843,8663,456,506-387,36012,03113,8263.32%+1,795
PAGSEGURO DIGITAL LTD(PAGS)(Call)0206,500+206,50001,778+1,778
PAGSEGURO DIGITAL LTD(PAGS)(Put)0206,500+206,50001,778+1,778
TAIWAN SEMICONDUCTOR MFG LTD(TSM)017,850+17,85001,5510.37%+1,551
GLOBAL X FDS(Call)
GLOBAL X URANIUM
055,000+55,00001,487+1,487
HDFC BANK LTD(HDB)024,000+24,00001,4160.34%+1,416
COMPANHIA DE SANEAMENTO BASI(SBS)0113,400+113,40001,3740.33%+1,374
ALPHABET INC(GOOG)010,316+10,31601,3500.32%+1,350
ALPHABET INC(GOOG)010,000+10,00001,3190.32%+1,319
IRSA INVERSIONES Y REP S A0193,352+193,35201,1330.27%+1,133
AMAZON COM INC(AMZN)08,230+8,23001,0460.25%+1,046
DEXCOM INC(DXCM)010,146+10,14609470.23%+947
JPMORGAN CHASE & CO(JPM)06,380+6,38009250.22%+925
AZUL S A52,213189,906+137,6937151,6310.39%+916
HOME DEPOT INC(HD)02,857+2,85708630.21%+863
ISHARES TR(Call)08,000+8,0000830+830
JACOBS SOLUTIONS INC(J)05,865+5,86508010.19%+801
COPA HOLDINGS SA(CPA)23,30037,800+14,5002,5773,3690.81%+792
LOMA NEGRA C I A S A MTN 140128,605+128,60507750.19%+775
CIA ENERGETICA DE MINAS GERA(CIG)992,2591,368,100+375,8412,6103,3110.80%+701
GRUPO FINANCIERO GALICIA S.A(GGAL)050,000+50,00006530.16%+653
PROCTER AND GAMBLE CO(PG)04,440+4,44006480.16%+648
BAIDU INC04,631+4,63106220.15%+622
GLOBAL X FDS
GLOBAL X COPPER
022,521+22,52108200.20%+820
VANGUARD INTL EQUITY INDEX F06,516+6,51606070.15%+607
PATRIA INVESTMENTS LIMITED
COM CL A
040,980+40,98005970.14%+597
COCA COLA CO(KO)09,864+9,86405520.13%+552
PDD HOLDINGS INC(PDD)05,576+5,57605470.13%+547
HOWMET AEROSPACE INC(HWM)011,600+11,60005370.13%+537
ELEVANCE HEALTH INC(ELV)01,200+1,20005230.13%+523
AMGEN INC(AMGN)01,933+1,93305200.12%+520
INVESCO EXCH TRADED FD TR II
INVESCO PHLX SM
018,945+18,94505120.12%+512
MODERNA INC(MRNA)04,346+4,34604490.11%+449
JOHNSON & JOHNSON(JNJ)02,869+2,86904470.11%+447
ALASKA AIR GROUP INC011,914+11,91404420.11%+442
BAKER HUGHES COMPANY(BKR)012,439+12,43904390.11%+439
MERCK & CO INC(MRK)04,265+4,26504390.11%+439
S&P GLOBAL INC(SPGI)01,200+1,20004380.11%+438
INVESCO EXCH TRADED FD TR II150,732168,432+17,7009,4679,9022.38%+435
CHEVRON CORP NEW(CVX)02,542+2,54204290.10%+429
APPLE INC(AAPL)(Put)02,500+2,5000428+428
TRANSPORTADORA DE GAS SUR(TGS)041,604+41,60404240.10%+424
HILTON WORLDWIDE HLDGS INC(HLT)02,600+2,60003900.09%+390
SPDR S&P 500 ETF TR(SPY)1,3822,250+8686139620.23%+349
FULL TRUCK ALLIANCE CO LTD(YMM)048,514+48,51403420.08%+342
VANECK ETF TRUST
GOLD MINERS ETF
012,617+12,61703400.08%+340
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
06,290+6,29003350.08%+335
SPROTT FDS TR
URANI MINER ETF
07,000+7,00003300.08%+330
THE CIGNA GROUP(CI)01,067+1,06703050.07%+305
AXON ENTERPRISE INC(AXON)(Call)01,500+1,5000298+298
VTEX058,456+58,45602930.07%+293
SPDR SER TR
SP O&G EXPL PRO
01,948+1,94802880.07%+288
AMERICAN EXPRESS CO(AXP)01,894+1,89402830.07%+283
CI&T INC043,467+43,46702830.07%+283
ADVANCED MICRO DEVICES INC(AMD)02,696+2,69602770.07%+277
PAMPA ENERGIA S A(PAM)07,229+7,22902700.06%+270
ARCH CAP GROUP LTD
ORD
03,286+3,28602620.06%+262
TESLA INC(TSLA)01,046+1,04602620.06%+262
MOODYS CORP(MCO)0800+80002530.06%+253
IRON MTN INC DEL(IRM)04,193+4,19302490.06%+249
WALMART INC(WMT)(Call)01,500+1,5000240+240
AES CORP(AES)(Put)015,200+15,2000231+231
WALMART INC(WMT)01,434+1,43402290.06%+229
AES CORP(AES)(Call)015,000+15,0000228+228
ISHARES TR
MSCI POLAND ETF
012,580+12,58002150.05%+215
SELECT SECTOR SPDR TR(Put)
ST STR STAPL ETF
03,000+3,0000206+206
DISNEY WALT CO(DIS)02,535+2,53502050.05%+205
AES CORP(AES)012,167+12,16701850.04%+185
YPF SOCIEDAD ANONIMA(YPF)012,240+12,24001500.04%+150
NATURA &CO HLDG S A314,841392,403+77,5622,1942,2640.54%+70
BANCO SANTANDER BRASIL S A(BSBR)013,300+13,3000680.02%+68
GRUPO AVAL ACCIONES Y VALORE(AVAL)026,226+26,2260630.02%+63
ETF MANAGERS TR030,000+30,00001100.03%+110
SPDR SER TR
ST STR SP METAL
5,9005,90003003100.07%+10
ISHARES SILVER TR(SLV)011,550+11,55002350.06%+235
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