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BTG Pactual Asset Management US LLC

Q2 2025 · 13F-HR

BTG Pactual Asset Management US LLCholdings as filed

Filed 2025-08-14 · accession 0001085146-25-005197

$913.1M
Reported value
248
Positions
2025-06-30
Period end
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The Brief · BTG Pactual Asset Management US LLC · Q2 2025

AI · grounded in 13F

BTG Pactual Asset Management US LLC established a new position in SPY valued at $156.7M. The fund also initiated new stakes in IWF for $72.5M and MSFT for $34.1M. Additional new positions include MGK at $32.5M and MGV at $25.9M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$130.8M14.3%211,732CommonSOLE
464287614IWFISHARES TR$72.5M7.94%170,849CommonSOLE
921910816MGKVANGUARD WORLD FD$32.5M3.56%88,811CommonSOLE
921910840MGVVANGUARD WORLD FD$25.9M2.84%197,592CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$25.9M2.84%41,900PUTSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$22.5M2.47%290,662CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$22.4M2.45%46,106CommonSOLE
80004C200SNDKSANDISK CORP$18.1M1.99%400,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$17.9M1.97%113,573CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$16.8M1.84%57,808CommonSOLE
594918104MSFTMICROSOFT CORP$14.2M1.56%28,554CommonSOLE
023135106AMZNAMAZON COM INC$13.6M1.49%62,121CommonSOLE
78463V107GLDSPDR GOLD TR$11.7M1.28%38,294CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$11.3M1.24%215,637CommonSOLE
922908629VOVANGUARD INDEX FDS$11.0M1.20%39,133CommonSOLE
02079K107GOOGALPHABET INC$10.9M1.20%61,674CommonSOLE
92840M102VSTVISTRA CORP$10.6M1.17%54,916CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$10.5M1.15%211,997CommonSOLE
500767306KWEBKRANESHARES TRUST$10.4M1.14%303,800CALLSOLE
81369Y209XLVSELECT SECTOR SPDR TR$10.4M1.14%76,939CommonSOLE
69351T106PPLPPL CORP$10.0M1.09%294,111CommonSOLE
594918104MSFTMICROSOFT CORP$9.9M1.09%20,000PUTSOLE
594918104MSFTMICROSOFT CORP$9.9M1.09%20,000CALLSOLE
30303M102METAMETA PLATFORMS INC$9.6M1.05%12,998CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$9.1M1.00%77,542CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$9.1M0.99%28,073CommonSOLE
81762P102NOWSERVICENOW INC$9.0M0.99%8,792CommonSOLE
46434G822EWJISHARES INC$8.6M0.94%114,262CommonSOLE
018802108LNTALLIANT ENERGY CORP$7.9M0.86%129,848CommonSOLE
337932107FEFIRSTENERGY CORP$7.7M0.84%190,743CommonSOLE
172967424CCITIGROUP INC$7.5M0.82%87,800PUTSOLE
172967424CCITIGROUP INC$7.5M0.82%87,800CALLSOLE
023608102AEEAMEREN CORP$7.3M0.80%75,661CommonSOLE
922908751VBVANGUARD INDEX FDS$6.9M0.76%29,113CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$6.4M0.70%61,235CommonSOLE
92204A702VGTVANGUARD WORLD FD$6.2M0.68%9,324CommonSOLE
464287234EEMISHARES TR$6.1M0.67%127,400PUTSOLE
254687106DISDISNEY WALT CO$6.0M0.65%48,200PUTSOLE
254687106DISDISNEY WALT CO$6.0M0.65%48,200CALLSOLE
36828A101GEVGE VERNOVA INC$5.9M0.64%11,063CommonSOLE
060505104BACBANK AMERICA CORP$5.8M0.64%123,400CALLSOLE
060505104BACBANK AMERICA CORP$5.8M0.64%123,400PUTSOLE
78464A698KRESPDR SERIES TRUST$5.6M0.61%94,500CALLSOLE
92204A405VFHVANGUARD WORLD FD$5.6M0.61%44,046CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.5M0.61%63,500CALLSOLE
G5960L103MDTMEDTRONIC PLC$5.5M0.61%63,500PUTSOLE
46090E103QQQINVESCO QQQ TR$5.5M0.60%10,000CALLSOLE
46090E103QQQINVESCO QQQ TR$5.5M0.60%10,000PUTSOLE
37954Y293MLPXGLOBAL X FDS$5.4M0.59%86,425CommonSOLE
487836108KKELLANOVA$5.2M0.57%65,986CommonSOLE
98389B100XELXCEL ENERGY INC$5.0M0.55%73,368CommonSOLE
92204A504VHTVANGUARD WORLD FD$5.0M0.55%20,048CommonSOLE
N4732M103JBSJBS N.V.$5.0M0.54%340,317CommonSOLE
42809H107HESHESS CORP$4.9M0.54%35,483CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.6M0.51%9,277CommonSOLE
30161N101EXCEXELON CORP$4.5M0.50%104,733CommonSOLE
46428Q109SLVISHARES SILVER TR$4.2M0.46%128,217CommonSOLE
46429B747STIPISHARES TR$4.1M0.44%39,174CommonSOLE
464287234EEMISHARES TR$4.0M0.43%81,900CALLSOLE
464286665EPPISHARES INC$3.9M0.43%79,459CommonSOLE
464287242LQDISHARES TR$3.7M0.41%33,833CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$3.7M0.40%99,486CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3.6M0.40%43,278CommonSOLE
922908553VNQVANGUARD INDEX FDS$3.6M0.40%40,851CommonSOLE
464287655IWMISHARES TR$3.4M0.37%15,853CommonSOLE
46138K103FXEINVESCO CURRENCYSHARES EURO$3.3M0.36%29,900CALLSOLE
46138K103FXEINVESCO CURRENCYSHARES EURO$3.3M0.36%29,900PUTSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.2M0.35%7,948CommonSOLE
91232N207USOUNITED STS OIL FD LP$3.1M0.34%42,000PUTSOLE
617446448MSMORGAN STANLEY$2.9M0.32%20,600CALLSOLE
617446448MSMORGAN STANLEY$2.9M0.32%20,600PUTSOLE
922907746VTEBVANGUARD MUN BD FDS$2.9M0.32%59,120CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$2.7M0.30%45,500PUTSOLE
30034W106EVRGEVERGY INC$2.7M0.30%39,144CommonSOLE
911363109URIUNITED RENTALS INC$2.5M0.28%3,354CommonSOLE
00162Q452AMLPALPS ETF TR$2.5M0.28%51,681CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.4M0.26%7,424CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$2.4M0.26%63,416CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$2.3M0.25%199,600PUTSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$2.3M0.25%199,600CALLSOLE
81369Y852XLCSELECT SECTOR SPDR TR$2.3M0.25%21,000CALLSOLE
16411R208LNGCHENIERE ENERGY INC$2.3M0.25%9,261CommonSOLE
863667101SYKSTRYKER CORPORATION$2.3M0.25%6,056CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2.3M0.25%76,543CommonSOLE
532457108LLYELI LILLY & CO$2.2M0.25%2,875CommonSOLE
72201R866MUNIPIMCO ETF TR$2.2M0.24%43,332CommonSOLE
780087102RYROYAL BK CDA$2.2M0.24%16,800CommonSOLE
40412C101HCAHCA HEALTHCARE INC$2.0M0.22%5,800CommonSOLE
464287556IBBISHARES TR$2.0M0.22%15,626CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$2.0M0.21%52,230CommonSOLE
62914VAK2NIO 4.625 10/15/30NIO INC$1.9M0.21%3,000,000CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$1.9M0.21%52,632CommonSOLE
92826C839VVISA INC$1.9M0.21%5,387CommonSOLE
00287Y109ABBVABBVIE INC$1.9M0.21%10,223CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.8M0.20%8,158CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.8M0.20%2,600CALLSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.8M0.20%2,600PUTSOLE
78409V104SPGIS&P GLOBAL INC$1.8M0.20%3,476CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$1.8M0.20%49,387CommonSOLE
65473P105NINISOURCE INC$1.8M0.20%44,974CommonSOLE
G6683N103NUNU HLDGS LTD$1.8M0.20%132,158CommonSOLE
46434G772EWTISHARES INC$1.7M0.18%29,000CALLSOLE
46434G772EWTISHARES INC$1.7M0.18%29,000PUTSOLE
922908769VTIVANGUARD INDEX FDS$1.6M0.18%5,279CommonSOLE
235851102DHRDANAHER CORPORATION$1.5M0.17%7,605CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M0.16%4,640CommonSOLE
58933Y105MRKMERCK & CO INC$1.4M0.15%17,879CommonSOLE
46429B598INDAISHARES TR$1.4M0.15%24,500CALLSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.4M0.15%9,230CommonSOLE
69331C108PCGPG&E CORP$1.4M0.15%97,106CommonSOLE
969457100WMBWILLIAMS COS INC$1.3M0.15%21,461CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$1.3M0.14%32,422CommonSOLE
46435U853USHYISHARES TR$1.3M0.14%34,185CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.2M0.13%5,985CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$1.2M0.13%31,579CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$1.2M0.13%4,174CommonSOLE
37954Y830COPXGLOBAL X FDS$1.0M0.11%23,188CommonSOLE
344849104WOOFOOT LOCKER INC$1.0M0.11%41,200CommonSOLE
11135F101AVGOBROADCOM INC$961,4670.11%3,488CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$952,7410.10%19,193CommonSOLE
89346D107TACTRANSALTA CORP$903,9970.10%83,781CommonSOLE
03957W106AROCARCHROCK INC$890,3040.10%35,856CommonSOLE
03662Q105AKXANSYS INC$841,1720.09%2,395CommonSOLE
464286509EWCISHARES INC$813,1200.09%17,600CALLSOLE
464286509EWCISHARES INC$813,1200.09%17,600PUTSOLE
58733R102MELIMERCADOLIBRE INC$716,1350.08%274CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$640,9000.07%5,000CommonSOLE
464287200IVVISHARES TR$634,5600.07%1,022CommonSOLE
830566105SKAASKECHERS U S A INC$631,0000.07%10,000CommonSOLE
78464A870XBISPDR SERIES TRUST$623,4680.07%7,518CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$597,6260.07%13,567CommonSOLE
922908744VTVVANGUARD INDEX FDS$562,7400.06%3,184CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$543,9580.06%968CommonSOLE
46434G103IEMGISHARES INC$539,8500.06%8,993CommonSOLE
09254C107BLACKROCK MUNIHOLDINGS QUALI$538,9420.06%56,257CommonSOLE
09249W101BLWBLACKROCK LTD DURATION INCOM$533,5930.06%37,630CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$531,6340.06%28,025CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$526,8650.06%5,647CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$517,4550.06%13,224CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$494,9700.05%500CALLSOLE
00724F101ADBEADOBE INC$464,2560.05%1,200CALLSOLE
03831W108APPAPPLOVIN CORP$448,1020.05%1,280CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$432,1950.05%8,577CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$426,1450.05%5,263CommonSOLE
092479104BLACKROCK MUN INCOME QUALITY$410,3620.04%38,860CommonSOLE
464288513HYGISHARES TR$396,3140.04%4,914CommonSOLE
437076102HDHOME DEPOT INC$387,9050.04%1,058CommonSOLE
65340G205NXDTNEXPOINT DIVERSIFIED REL ET$351,1810.04%83,814CommonSOLE
580135101MCDMCDONALDS CORP$350,6040.04%1,200CALLSOLE
464288646IGSBISHARES TR$338,0330.04%6,407CommonSOLE
369604301GEGE AEROSPACE$336,1510.04%1,306CommonSOLE
464288638IGIBISHARES TR$316,6490.03%5,942CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$312,6190.03%54CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$312,3070.03%407CommonSOLE
464287390ILFISHARES TR$311,7160.03%11,893CommonSOLE
037833100AAPLAPPLE INC$307,7550.03%1,500CALLSOLE
872540109TJXTJX COS INC NEW$304,4030.03%2,465CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$304,2900.03%12,250CommonSOLE
87422Q109TLNTALEN ENERGY CORP$297,1670.03%1,022CommonSOLE
037833100AAPLAPPLE INC$276,7440.03%1,349CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$270,9820.03%666CommonSOLE
464287168DVYISHARES TR$270,9320.03%2,040CommonSOLE
921909768VXUSVANGUARD STAR FDS$265,9270.03%3,849CommonSOLE
92204A884VOXVANGUARD WORLD FD$265,0970.03%1,550CommonSOLE
02079K305GOOGLALPHABET INC$264,8740.03%1,503CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$257,5210.03%6,130CommonSOLE
29444U700EQIXEQUINIX INC$257,5160.03%328CommonSOLE
92189F353HYEMVANECK ETF TRUST$254,1120.03%12,821CommonSOLE
09257R101BGBBLACKSTONE STRATEGIC CRED 20$253,0530.03%20,879CommonSOLE
72201R775BONDPIMCO ETF TR$251,5590.03%2,729CommonSOLE
79466L302CRMSALESFORCE INC$248,6930.03%912CommonSOLE
46429B663HDVISHARES TR$248,6350.03%2,122CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$235,7060.03%1,834CommonSOLE
02319V103ABEVAMBEV SA$235,3800.03%97,668CommonSOLE
46138E362SPHDINVESCO EXCH TRADED FD TR II$231,9500.03%4,877CommonSOLE
500767306KWEBKRANESHARES TRUST$228,3970.03%6,653CommonSOLE
464286392URTHISHARES INC$225,1750.02%1,470CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$218,7270.02%410CommonSOLE
92189F676SMHVANECK ETF TRUST$202,4670.02%726CommonSOLE
79466L302CRMSALESFORCE INC$190,8830.02%700CALLSOLE
204429104CCUCOMPANIA CERVECERIAS UNIDAS$189,3560.02%14,656CommonSOLE
09254F100MQYBLACKROCK MUNIYILD QULT FD I$188,1700.02%16,937CommonSOLE
46429B697USMVISHARES TR$165,2110.02%1,760CommonSOLE
464286772EWYISHARES INC$164,4480.02%2,291CommonSOLE
92204A108VCRVANGUARD WORLD FD$159,4210.02%440CommonSOLE
78468R622JNKSPDR SERIES TRUST$159,1340.02%1,636CommonSOLE
580135101MCDMCDONALDS CORP$151,9280.02%520CommonSOLE
464287762IYHISHARES TR$139,7880.02%2,475CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$134,4380.01%11,520CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$134,1600.01%10,400PUTSOLE
464287788IYFISHARES TR$134,0570.01%1,108CommonSOLE
464286509EWCISHARES INC$123,0770.01%2,664CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$122,8000.01%5,870CommonSOLE
464287622IWBISHARES TR$119,8680.01%353CommonSOLE
922908363VOOVANGUARD INDEX FDS$119,8540.01%211CommonSOLE
92204A306VDEVANGUARD WORLD FD$117,8100.01%989CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$115,3630.01%163CommonSOLE
95058W100WENWENDYS CO$114,8400.01%10,056CommonSOLE
00287Y109ABBVABBVIE INC$111,3720.01%600CALLSOLE
81369Y803XLKSELECT SECTOR SPDR TR$111,1680.01%439CommonSOLE
67066G104NVDANVIDIA CORPORATION$110,5930.01%700CALLSOLE
379378201GNLGLOBAL NET LEASE INC$109,5810.01%14,514CommonSOLE
78464A888XHBSPDR SERIES TRUST$105,6670.01%1,072CommonSOLE
40053W101AVALGRUPO AVAL ACCIONES Y VALORE$98,7630.01%35,147CommonSOLE
879382208TELFYTELEFONICA S A$91,0230.01%17,404CommonSOLE
172967424CCITIGROUP INC$90,2270.01%1,060CommonSOLE
46432F339QUALISHARES TR$89,9470.01%492CommonSOLE
92556V106VTRSVIATRIS INC$89,5590.01%10,029CommonSOLE
464288687PFFISHARES TR$82,5910.01%2,692CommonSOLE
46138E628KBWBINVESCO EXCH TRADED FD TR II$82,3630.01%1,150CommonSOLE
55273C107MINMFS INTER INCOME TR$77,5470.01%28,615CommonSOLE
464287861IEVISHARES TR$69,0060.01%1,091CommonSOLE
72815L107PLTKPLAYTIKA HLDG CORP$64,3610.01%13,607CommonSOLE
003057106ACPABRDN INCOME CREDIT STRATEGI$61,1240.01%10,360CommonSOLE
98421M106XRXXEROX HOLDINGS CORP$55,0870.01%10,453CommonSOLE
46434G772EWTISHARES INC$41,3280.00%720CommonSOLE
487836108KKELLANOVA$39,7650.00%500PUTSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$39,2820.00%478CommonSOLE
464288182AAXJISHARES TR$36,5180.00%442CommonSOLE
00162Q676ENFRALPS ETF TR$32,5300.00%1,009CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$30,6990.00%540CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$29,6980.00%30CommonSOLE
46435U135IHAKISHARES TR$26,6050.00%500CommonSOLE
46429B655FLOTISHARES TR$20,0510.00%393CommonSOLE
464287341IXCISHARES TR$19,2130.00%489CommonSOLE
464287382JPXNISHARES TR$18,9070.00%236CommonSOLE
922908611VBRVANGUARD INDEX FDS$18,1360.00%93CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$18,0010.00%205CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$14,6210.00%353CommonSOLE
464286608EZUISHARES INC$12,6630.00%213CommonSOLE
464287804IJRISHARES TR$11,8030.00%108CommonSOLE
922908652VXFVANGUARD INDEX FDS$10,4060.00%54CommonSOLE
464287465EFAISHARES TR$9,8330.00%110CommonSOLE
46641Q233BBAXJ P MORGAN EXCHANGE TRADED F$9,7010.00%178CommonSOLE
464286749EWLISHARES INC$9,6470.00%176CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$9,3570.00%172CommonSOLE
78464A797KBESPDR SERIES TRUST$7,1370.00%128CommonSOLE
92189F106GDXVANECK ETF TRUST$6,5600.00%126CommonSOLE
464287507IJHISHARES TR$6,5120.00%105CommonSOLE
46432F396MTUMISHARES TR$5,7680.00%24CommonSOLE
464288836IHEISHARES TR$5,7020.00%87CommonSOLE
464287705IJJISHARES TR$4,9430.00%40CommonSOLE
464287499IWRISHARES TR$4,5070.00%49CommonSOLE
46429B671MCHIISHARES TR$3,1960.00%58CommonSOLE
922908512VOEVANGUARD INDEX FDS$2,4670.00%15CommonSOLE
464287481IWPISHARES TR$1,5250.00%11CommonSOLE
46429B689EFAVISHARES TR$1,0090.00%12CommonSOLE
46138G706TANINVESCO EXCH TRADED FD TR II$6510.00%19CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.