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BTG Pactual Asset Management US LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001569579

$1.61B

disclosed book value

418

positions

8.1%

largest position share

Positions, as of 2026-06-30

top 100 of 418 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVANGUARD INDEX FDS189,201$129.9M8.1%
2IWFISHARES TR701,822$87.1M5.4%
3SPYSTATE STR SPDR S&P 500 ETF TPUT105,900$79.1M4.9%
4MGKVANGUARD WORLD FD515,749$45.3M2.8%
5NVDANVIDIA CORPORATION205,029$41.0M2.5%
6AMZNAMAZON COM INC144,436$34.4M2.1%
7MGVVANGUARD WORLD FD208,483$34.1M2.1%
8TSMTAIWAN SEMICONDUCTOR MANUFAC65,578$31.3M1.9%
9VGKVANGUARD INTL EQUITY INDEX F296,790$26.3M1.6%
10GOOGALPHABET INC74,251$26.2M1.6%
11BRK/BBERKSHIRE HATHAWAY INC DEL49,371$24.7M1.5%
12MAGSLISTED FDS TRPUT367,500$23.6M1.5%
13VONGVANGUARD SCOTTSDALE FDS170,312$20.8M1.3%
14JPMJPMORGAN CHASE & CO57,792$18.9M1.2%
15XLVSELECT SECTOR SPDR TR115,762$18.4M1.1%
16SPYSTATE STR SPDR S&P 500 ETF T24,098$18.0M1.1%
17GLDSPDR GOLD TR48,474$17.9M1.1%
18SPYSTATE STR SPDR S&P 500 ETF TCALL22,900$17.1M1.1%
19XELXCEL ENERGY INC196,478$15.8M1%
20VOVANGUARD INDEX FDS184,581$14.9M0.9%
21PPLPPL CORP403,390$14.7M0.9%
22GEVGE VERNOVA INC12,322$14.5M0.9%
23LLYELI LILLY & CO11,902$14.3M0.9%
24AEEAMEREN CORP121,597$13.7M0.9%
25AEPAMERICAN ELEC PWR CO INC94,224$12.9M0.8%
26BACBANK OF AMER CORPCALL225,000$12.8M0.8%
27BACBANK OF AMER CORPPUT225,000$12.8M0.8%
28OGEOGE ENERGY CORP259,375$12.6M0.8%
29VWOVANGUARD INTL EQUITY INDEX F208,277$12.4M0.8%
30ITUBITAU UNIBANCO HLDG S A1.5M$11.9M0.7%
31METAMETA PLATFORMS INC20,597$11.6M0.7%
32KOS 3.125 03/15/30KOSMOS ENERGY LTD15.7M$11.5M0.7%
33NU HLDGS LTD844,478$11.4M0.7%
34OGSONE GAS INC147,317$11.4M0.7%
35AVGOBROADCOM INC28,500$10.8M0.7%
36EWJISHARES INC113,598$10.6M0.7%
37URIUNITED RENTALS INC8,943$10.1M0.6%
38VALEVALE S A671,082$10.1M0.6%
39PBRPETROLEO BRASILEIRO S A617,747$10.0M0.6%
40GEGE AEROSPACE25,995$9.7M0.6%
41QQQINVESCO QQQ TR13,097$9.6M0.6%
42CMSCMS ENERGY CORP120,155$9.2M0.6%
43CEGCONSTELLATION ENERGY CORP36,946$9.2M0.6%
44SPGSIMON PPTY GROUP INC NEWPUT40,000$8.9M0.6%
45SPGSIMON PPTY GROUP INC NEWCALL40,000$8.9M0.6%
46VVISA INC25,208$8.6M0.5%
47XLESELECT SECTOR SPDR TRCALL158,100$8.4M0.5%
48XLESELECT SECTOR SPDR TRPUT158,100$8.4M0.5%
49UTESETFIS SER TR I103,391$8.2M0.5%
50JPMJPMORGAN CHASE & COCALL25,000$8.2M0.5%
51JPMJPMORGAN CHASE & COPUT25,000$8.2M0.5%
52SRESEMPRA87,580$8.1M0.5%
53VHTVANGUARD WORLD FD26,316$7.9M0.5%
54CMB.TECH NV559,729$7.8M0.5%
55PCGPG&E CORP461,172$7.8M0.5%
56WBSWEBSTER FINL CORP100,286$7.7M0.5%
57VGTVANGUARD WORLD FD62,639$7.5M0.5%
58GOOGLALPHABET INC20,479$7.3M0.5%
59QQQINVESCO QQQ TRPUT9,800$7.2M0.4%
60ABBVABBVIE INC28,406$7.1M0.4%
61MILLICOM INTL CELLULAR S A78,417$7.1M0.4%
62NSCNORFOLK SOUTHN CORP22,539$7.1M0.4%
63VFHVANGUARD WORLD FD53,391$7.0M0.4%
64VBVANGUARD INDEX FDS22,833$6.9M0.4%
65NVDANVIDIA CORPORATIONCALL34,000$6.8M0.4%
66AMZNAMAZON COM INCCALL28,400$6.8M0.4%
67METMETLIFE INCPUT75,000$6.3M0.4%
68METMETLIFE INCCALL75,000$6.3M0.4%
69TOTALENERGIES SEPUT75,000$6.3M0.4%
70TOTALENERGIES SECALL75,000$6.3M0.4%
71MLPXGLOBAL X FDS85,522$6.3M0.4%
72ETRENTERGY CORP NEW54,588$6.3M0.4%
73MARA 0 03/01/30MARA HOLDINGS INC6.0M$6.0M0.4%
74VSTVISTRA CORP39,015$5.9M0.4%
75WBDWARNER BROS DISCOVERY INC206,400$5.5M0.3%
76VISNVISTANCE NETWORKS INC400,000$5.1M0.3%
77VTEBVANGUARD MUN BD FDS99,662$5.0M0.3%
78AMDADVANCED MICRO DEVICES INC8,632$5.0M0.3%
79ENICENEL CHILE SA1.1M$4.9M0.3%
80CVXCHEVRON CORPORATION29,004$4.8M0.3%
81SBSCOMPANHIA DE SANEAMENTO BASI827,173$4.8M0.3%
82AMZNAMAZON COM INCPUT20,000$4.8M0.3%
83WECWEC ENERGY GROUP INC40,109$4.7M0.3%
84ECHOECHOSTAR CORP45,000$4.6M0.3%
85CNPCENTERPOINT ENERGY INC103,559$4.6M0.3%
86SQMSOCIEDAD QUIMICA Y MINERA DE58,700$4.3M0.3%
87MELIMERCADOLIBRE INC2,537$4.3M0.3%
88EPPISHARES INC80,452$4.3M0.3%
89SUSUNCOR ENERGY INC NEW75,773$4.1M0.3%
90LNGCHENIERE ENERGY INC16,830$4.0M0.2%
91SWXSOUTHWEST GAS HLDGS INC44,840$4.0M0.2%
92ROYALTY PHARMA PLC70,732$4.0M0.2%
93VNQVANGUARD INDEX FDS39,582$3.8M0.2%
94MUNIPIMCO ETF TR71,991$3.8M0.2%
95HCAHCA HEALTHCARE INC9,611$3.7M0.2%
96USHYISHARES TR98,189$3.6M0.2%
97MSFTMICROSOFT CORP9,648$3.6M0.2%
98SYKSTRYKER CORPORATION9,490$3.5M0.2%
99AAPLAPPLE INC11,890$3.4M0.2%
100XAGGMORGAN STANLEY ETF TRUST65,791$3.4M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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