BTG Pactual Global Asset Management Ltd — 13F Holdings

2024 Q1  ·  156 Positions

2024 Q1 Portfolio Activity

In 2024 Q1, BTG Pactual Global Asset Management Ltd maintained a portfolio of 156 distinct positions. The most significant new addition was SPDR S&P 500 ETF TR, now representing 4.36% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 2893.9%. The fund also reduced its exposure to ISHARES TR by 98.4%.
Position History hover any row below to update
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BTG Pactual Global Asset Management Ltd New York, NY Asset Manager / Global Investment Bank Subsidiary AUM $600M
PCA Score Concentration Risk
Risk ENB
Total Positions
156
Quarter
2024 Q1
Top Holding
IWM (4.6%)
Top 10 Concentration
31.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 156

BTG Pactual Global Asset Management Ltd Full Holdings List — 2024 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IWM
ISHARES TR
CALL
CALL Option 4.63% #1
Prev: #—
7.4
132,000
NEW
132,000 $27,759,600 2018 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
SPY
SPDR S&P 500 ET...
PUT
PUT Option 4.36% #2
Prev: #—
6.7
50,000
NEW
50,000 $26,153,500 2018 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
QQQ
INVESCO QQQ TR
PUT
PUT Option 3.70% 6.79% #3 1
Prev: #2
4.5
7,000 16.3%
P
S
50,000 $22,200,500 2014 Q4 13F Filing 2024-03-31 2024-05-15 (Est.)
SPY
SPDR S&P 500 ET...
ETF 3.43% #4
Prev: #—
5.4
39,305
NEW
39,305 $20,559,266 2018 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
ASHR
DBX ETF TR
CALL
CALL Option 2.71% #5
Prev: #—
5.1
675,000
NEW
675,000 $16,247,250 2023 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 2.62% 1.57% #6 11
Prev: #17
4.0
60,208 225.1%
P
S
86,958 $15,685,484 2013 Q4 13F Filing 2024-03-31 2024-05-15 (Est.)
FXI
ISHARES TR
CALL
CALL Option 2.61% #7
Prev: #—
4.5
650,000
NEW
650,000 $15,645,500 2018 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 2.36% #8
Prev: #—
4.4
33,652
NEW
33,652 $14,151,339 2015 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
IWF
ISHARES TR
ETF 2.29% #9
Prev: #—
4.4
43,280
NEW
43,280 $13,732,744 2024 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
TLT
ISHARES TR
PUT
PUT Option 2.28% #10
Prev: #—
4.4
145,000
NEW
145,000 $13,673,500 2023 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
META
META PLATFORMS ...
Communication Services 2.11% 3.00% #11 4
Prev: #7
2.8
4,103 18.7%
P
S
26,035 $12,642,075 2013 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
LQD
ISHARES TR
ETF 2.04% #12
Prev: #—
4.3
112,540
NEW
112,540 $12,257,857 2024 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
EWZ
ISHARES INC
PUT
PUT Option 1.62% #13
Prev: #—
4.1
300,000
NEW
300,000 $9,726,000 2015 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
FXI
ISHARES TR
PUT
PUT Option 1.61% #14
Prev: #—
4.1
400,000
NEW
400,000 $9,628,000 2018 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.60% 1.16% #15 12
Prev: #27
3.6
4,541 74.7%
P
S
10,621 $9,596,711 2014 Q3 13F Filing 2024-03-31 2024-05-15 (Est.)
NU
NU HLDGS LTD
Financial Services 1.56% 2.83% #16 8
Prev: #8
1.1
-99,164 -11.3%
P
S
782,256 $9,332,314 2023 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
MSFT
MICROSOFT CORP
Technology 1.48% 1.54% #17 1
Prev: #18
3.6
10,487 99.0%
P
S
21,085 $8,870,881 2013 Q3 13F Filing 2024-03-31 2024-05-15 (Est.)
PBR
PETROLEO BRASIL...
Energy 1.43% 3.48% #18 14
Prev: #4
1.6
no change no change
P
S
564,270 $8,582,547 2019 Q4 13F Filing 2024-03-31 2024-05-15 (Est.)
VWO
VANGUARD INTL E...
ETF 1.40% #19
Prev: #—
4.1
213,650
NEW
213,650 $8,368,671 2024 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
ITUB
ITAU UNIBANCO H...
Preferred 1.37% 3.17% #20 14
Prev: #6
1.5
no change no change
P
S
1,181,390 $8,187,033 2013 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
EWZ
ISHARES INC
CALL
CALL Option 1.24% #21
Prev: #—
4.0
230,000
NEW
230,000 $7,456,600 2015 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
MU
MICRON TECHNOLO...
PUT
PUT Option 1.18% #22
Prev: #—
4.0
60,000
NEW
60,000 $7,073,400 2014 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
MU
MICRON TECHNOLO...
CALL
CALL Option 1.18% #23
Prev: #—
4.0
60,000
NEW
60,000 $7,073,400 2014 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
PXD
PIONEER NAT RES...
Unknown 1.15% 0.47% #24 20
Prev: #44
3.5
20,934 389.7%
P
S
26,306 $6,905,325 2023 Q4 13F Filing 2024-03-31 2024-05-15 (Est.)
XOP
SPDR SER TR
CALL
CALL Option 1.14% #25
Prev: #—
4.0
44,000
NEW
44,000 $6,816,920 2015 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
EWY
ISHARES INC
CALL
CALL Option 1.01% #26
Prev: #—
3.9
90,000
NEW
90,000 $6,039,900 2020 Q4 13F Filing 2024-03-31 2024-05-15 (Est.)
EVRG
EVERGY INC
Utilities 1.00% 2.56% #27 16
Prev: #11
0.9
-14,337 -11.3%
P
S
112,776 $6,019,983 2023 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
VALE
VALE S A
Basic Materials 0.97% 3.22% #28 23
Prev: #5
0.9
-46,600 -8.9%
P
S
479,070 $5,839,863 2019 Q3 13F Filing 2024-03-31 2024-05-15 (Est.)
WFC
WELLS FARGO CO ...
CALL
CALL Option 0.97% #29
Prev: #—
3.9
100,000
NEW
100,000 $5,796,000 2013 Q3 13F Filing 2024-03-31 2024-05-15 (Est.)
WFC
WELLS FARGO CO ...
PUT
PUT Option 0.97% #30
Prev: #—
3.9
100,000
NEW
100,000 $5,796,000 2013 Q3 13F Filing 2024-03-31 2024-05-15 (Est.)
FDX
FEDEX CORP
CALL
CALL Option 0.97% #31
Prev: #—
3.9
20,000
NEW
20,000 $5,794,800 2014 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
FDX
FEDEX CORP
PUT
PUT Option 0.97% #32
Prev: #—
3.9
20,000
NEW
20,000 $5,794,800 2014 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
MELI
MERCADOLIBRE IN...
Consumer Cyclical 0.95% 2.32% #33 20
Prev: #13
0.9
-75 -2.0%
P
S
3,749 $5,668,338 2017 Q4 13F Filing 2024-03-31 2024-05-15 (Est.)
SMH
VANECK ETF TRUS...
CALL
CALL Option 0.94% #34
Prev: #—
3.9
25,000
NEW
25,000 $5,624,750 2024 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
HES
HESS CORP
Unknown 0.93% 2.31% #35 21
Prev: #14
0.9
-5,000 -12.0%
P
S
36,555 $5,579,755 2013 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
JPM
JPMORGAN CHASE ...
CALL
CALL Option 0.92% #37
Prev: #—
3.9
27,500
NEW
27,500 $5,508,250 2015 Q3 13F Filing 2024-03-31 2024-05-15 (Est.)
JPM
JPMORGAN CHASE ...
PUT
PUT Option 0.92% #36
Prev: #—
3.9
27,500
NEW
27,500 $5,508,250 2015 Q3 13F Filing 2024-03-31 2024-05-15 (Est.)
TGT
TARGET CORP
PUT
PUT Option 0.89% #39
Prev: #—
3.9
30,000
NEW
30,000 $5,316,300 2014 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
TGT
TARGET CORP
CALL
CALL Option 0.89% #38
Prev: #—
3.9
30,000
NEW
30,000 $5,316,300 2014 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
EBAY
EBAY INC.
CALL
CALL Option 0.88% #41
Prev: #—
3.9
100,000
NEW
100,000 $5,278,000 2013 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
EBAY
EBAY INC.
PUT
PUT Option 0.88% #40
Prev: #—
3.9
100,000
NEW
100,000 $5,278,000 2013 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
MA
MASTERCARD INCO...
Financial Services 0.87% 0.75% #42 7
Prev: #35
3.3
6,254 137.8%
P
S
10,792 $5,197,104 2012 Q4 13F Filing 2024-03-31 2024-05-15 (Est.)
URA
GLOBAL X FDS
CALL
CALL Option 0.87% #43
Prev: #—
3.8
180,000
NEW
180,000 $5,189,400 2023 Q3 13F Filing 2024-03-31 2024-05-15 (Est.)
XP
XP INC
Financial Services 0.86% 4.02% #44 41
Prev: #3
0.3
-198,932 -49.8%
P
S
200,364 $5,141,340 2019 Q4 13F Filing 2024-03-31 2024-05-15 (Est.)
AEE
AMEREN CORP
Utilities 0.85% #45
Prev: #—
3.8
68,694
NEW
68,694 $5,080,608 2024 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
NI
NISOURCE INC
Utilities 0.84% 2.62% #46 36
Prev: #10
0.3
-73,065 -28.6%
P
S
182,425 $5,045,876 2023 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
KRE
SPDR SER TR
CALL
CALL Option 0.84% #47
Prev: #—
3.8
100,000
NEW
100,000 $5,028,000 2023 Q1 13F Filing 2024-03-31 2024-05-15 (Est.)
STNE
STONECO LTD
Technology 0.83% #48
Prev: #—
3.8
299,794
NEW
299,794 $4,979,578 2021 Q2 13F Filing 2024-03-31 2024-05-15 (Est.)
DIS
DISNEY WALT CO
CALL
CALL Option 0.82% #49
Prev: #—
3.8
40,000
NEW
40,000 $4,894,400 2012 Q4 13F Filing 2024-03-31 2024-05-15 (Est.)
DIS
DISNEY WALT CO
PUT
PUT Option 0.82% #50
Prev: #—
3.8
40,000
NEW
40,000 $4,894,400 2012 Q4 13F Filing 2024-03-31 2024-05-15 (Est.)
Showing 1-50 of 156 holdings

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