Arkolith/Funds/BTG Pactual Asset Management US LLC

BTG Pactual Asset Management US LLC

CIK 1569579
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

BTG Pactual Asset Management US LLC holds a diversified book of 415 stocks worth $1.3B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Entergy Corp and trimmed Vanguard Mega Cap Value ETF. Their largest long position is Vanguard S&P 500 ETF at 10% of the equity book. They also disclosed $174.7M in put options (a bearish bet) and $94.4M in call options (bullish), shown separately below and excluded from the equity book.

Opened
193
bought for the first time
Added to
144
already held, bought more
Trimmed
45
sold some, still holds it
Sold out
82
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
36%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

58% mapped to company sectors

ETF / fund or unclassified
42%
Information Technology
15%
Utilities
13%
Financials
11%
Industrials
4%
Consumer Discretionary
4%
Energy
3%
Materials
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as BTG Pactual Asset Management US LLC

Manager / fundShared namesTheir $ in those
UBS Group AG80 / 80$141.5B
FMR LLC79 / 80$754.3B
MORGAN STANLEY79 / 80$522.3B
BANK OF AMERICA CORP /DE/79 / 80$361.4B
ROYAL BANK OF CANADA79 / 80$141.1B
CITIGROUP INC79 / 80$50.5B
JPMORGAN CHASE & CO78 / 80$476.1B
WELLS FARGO & COMPANY/MN78 / 80$140.0B

Ranked by how many of BTG Pactual Asset Management US LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

415 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$129.9M189.2K
9.7%
+8.5%
Added · +15K sh
2Ishares TR
RUS 1000 GRW ETF
$87.1M701.8K
6.5%
+308%
Added · +530K sh
3Vanguard World FD
MEGA GRWTH IND
$45.3M515.7K
3.4%
+427%
Added · +418K sh
4Nvidia Corporation
COM
$41.0M205.0K
3.1%
+38%
Added · +56K sh
5Amazon Com Inc
COM
$34.4M144.4K
2.6%
+20%
Added · +24K sh
6Vanguard World FD
MEGA CAP VAL ETF
$34.1M208.5K
2.5%
−2.7%
Reduced · −6K sh
7Taiwan Semiconductor Manufac
SPONSORED ADS
$31.3M65.6K
2.3%
+31%
Added · +15K sh
8Vanguard Intl Equity Index F
FTSE EUROPE ETF
$26.3M296.8K
2.0%
+4.3%
Added · +12K sh
9Alphabet Inc
CAP STK CL C
$26.2M74.3K
2.0%
−2.1%
Reduced · −2K sh
10Berkshire Hathaway Inc Del
CL B NEW
$24.7M49.4K
1.8%
+9.7%
Added · +4K sh
11Vanguard Scottsdale FDS
VNG RUS1000GRW
$20.8M170.3K
1.6%
+127%
Added · +95K sh
12JPMorgan Chase & Co
COM
$18.9M57.8K
1.4%
+12%
Added · +6K sh
13Select Sector SPDR TR
ST STR CARE ETF
$18.4M115.8K
1.4%
+26%
Added · +24K sh
14State STR SPDR S&P 500 ETF T
TR UNIT
$18.0M24.1K
1.3%
−9.5%
Reduced · −3K sh
15SPDR Gold TR
GOLD SHS
$17.9M48.5K
1.3%
+12%
Added · +5K sh
16Xcel Energy Inc
COM
$15.8M196.5K
1.2%
+45%
Added · +61K sh
17Vanguard Index FDS
MID CAP ETF
$14.9M184.6K
1.1%
+351%
Added · +144K sh
18PPL Corp
COM
$14.7M403.4K
1.1%
+306%
Added · +304K sh
19Ge Vernova Inc
COM
$14.5M12.3K
1.1%
−5.9%
Reduced · −779 sh
20Eli Lilly & Co
COM
$14.3M11.9K
1.1%
−0.3%
Reduced · −37 sh
21Ameren Corp
COM
$13.7M121.6K
1.0%
−8.4%
Reduced · −11K sh
22American Elec PWR Co Inc
COM
$12.9M94.2K
1.0%
+1.3%
Added · +1K sh
23Oge Energy Corp
COM
$12.6M259.4K
0.9%
+117%
Added · +140K sh
24Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$12.4M208.3K
0.9%
+4.3%
Added · +8K sh
25Itau Unibanco Hldg S A
SPON ADR REP PFD
$11.9M1.45M
0.9%
+8.0%
Added · +107K sh
26Meta Platforms Inc
CL A
$11.6M20.6K
0.9%
+4.4%
Added · +865 sh
27Kosmos Energy Ltd
NOTE 3.125% 3/1
$11.5M15.71M
0.9%
Held
28Nu Hldgs Ltd
ORD SHS CL A
$11.4M844.5K
0.8%
+64%
Added · +331K sh
29One Gas Inc
COM
$11.4M147.3K
0.8%
+40%
Added · +42K sh
30Broadcom Inc
COM
$10.8M28.5K
0.8%
+179%
Added · +18K sh
31Ishares Inc
MSCI JAPAN ETF
$10.6M113.6K
0.8%
−2.7%
Reduced · −3K sh
32United Rentals Inc
COM
$10.1M8.9K
0.8%
−0.4%
Reduced · −33 sh
33Vale S A
SPONSORED ADS
$10.1M671.1K
0.8%
+14%
Added · +81K sh
34Petroleo Brasileiro S A
SPONSORED ADR
$10.0M617.7K
0.7%
+9.5%
Added · +53K sh
35Ge Aerospace
COM NEW
$9.7M26.0K
0.7%
11×
Added · +24K sh
36Invesco QQQ TR
UNIT SER 1
$9.6M13.1K
0.7%
397×
Added · +13K sh
37CMS Energy Corp
COM
$9.2M120.2K
0.7%
+70%
Added · +49K sh
38Constellation Energy Corp
COM
$9.2M36.9K
0.7%
+50%
Added · +12K sh
39Visa Inc
COM CL A
$8.6M25.2K
0.6%
+4.6%
Added · +1K sh
40Etfis Ser TR I
VIRTUS REAVES UT
$8.2M103.4K
0.6%
+28%
Added · +23K sh
41Sempra
COM
$8.1M87.6K
0.6%
32×
Added · +85K sh
42Vanguard World FD
HEALTH CAR ETF
$7.9M26.3K
0.6%
+6.8%
Added · +2K sh
43Cmb.tech NV
SHS
$7.8M559.7K
0.6%
+529%
Added · +471K sh
44PG&E Corp
COM
$7.8M461.2K
0.6%
−4.6%
Reduced · −22K sh
45Webster Finl Corp
COM
$7.7M100.3K
0.6%
+43%
Added · +30K sh
46Vanguard World FD
INF TECH ETF
$7.5M62.6K
0.6%
+635%
Added · +54K sh
47Alphabet Inc
CAP STK CL A
$7.3M20.5K
0.5%
+31%
Added · +5K sh
48Abbvie Inc
COM
$7.1M28.4K
0.5%
−0.2%
Reduced · −70 sh
49Millicom Intl Cellular S A
COM STK
$7.1M78.4K
0.5%
+0.9%
Added · +745 sh
50Norfolk Southn Corp
COM
$7.1M22.5K
0.5%
−0.3%
Reduced · −80 sh
Showing 50 of 415 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$174.7M
Call notional (bullish)$94.4M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$79.1M106K
PUT · bearishROUNDHILL MAGNIFICENT SEVENMAGS$23.6M368K
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$17.1M23K
CALL · bullishBANK OF AMERICA CORPBAC$12.8M225K
PUT · bearishBANK OF AMERICA CORPBAC$12.8M225K
PUT · bearishSIMON PROPERTY GROUP INCSPG$8.9M40K
CALL · bullishSIMON PROPERTY GROUP INCSPG$8.9M40K
PUT · bearishSS ENERGY SELECT SECTORXLE$8.4M158K
CALL · bullishSS ENERGY SELECT SECTORXLE$8.4M158K
PUT · bearishJPMORGAN CHASE & COJPM$8.2M25K
CALL · bullishJPMORGAN CHASE & COJPM$8.2M25K
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$7.2M10K
CALL · bullishNVIDIA CORPNVDA$6.8M34K
CALL · bullishAMAZON.COM INCAMZN$6.8M28K
CALL · bullishMETLIFE INCMET$6.3M75K
PUT · bearishMETLIFE INCMET$6.3M75K
PUT · bearishTOTALENERGIES SETTE$6.3M75K
CALL · bullishTOTALENERGIES SETTE$6.3M75K
PUT · bearishAMAZON.COM INCAMZN$4.8M20K
PUT · bearishWALMART INCWMT$2.5M22K
CALL · bullishISHARES MSCI EMERGING MARKETEEM$1.9M28K
CALL · bullishISHARES EXPANDED TECH-SOFTWAIGV$1.7M19K
CALL · bullishSPDR GOLD SHARESGLD$1.7M5K
CALL · bullishINVESCO QQQ TRUST SERIES 1QQQ$1.7M2K
CALL · bullishMICROSOFT CORPMSFT$1.4M4K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 46 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026461$1.6B13F-HR
Q1 2026Mar 31, 2026May 14, 2026330$1.2B13F-HR
Q4 2025Nov 13, 2025Nov 13, 2025248$2.1B13F-HR
Amended / restated
  • Q1 2026 · filed Feb 17, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.