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Institutional

BTG Pactual Asset Management US LLC

CIK 0001569579
$1.16B
Reported AUM
308
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · BTG Pactual Asset Management US LLC · Q1 2026

AI · grounded in 13F

BTG Pactual Asset Management US LLC established a new position in VOO valued at $104.18M. The fund also opened new stakes in XLE for $39.89M and TTE for $26.66M. On the sell side, the fund closed positions in EVRG, BA, and DTE. Additionally, it significantly reduced its holdings in SPY and HYG.

Portfolio · Q1 2026

VOO$104.2MIWF$73.3MXLEMGKMGVTTENVDAAMZNSPYVGKOther$702.1MBL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VOOVANGUARD INDEX FDS$681.611.64%20.72%76.33%$104.2M9.02%HELD
2IWFISHARES TR$117.432.96%6.02%61.53%$73.3M6.34%HELD
3XLESELECT SECTOR SPDR TR$58.960.53%41.32%190.72%$39.9M3.45%HELD
4MGKVANGUARD WORLD FD$85.382.73%12.17%71.32%$36.0M3.11%HELD
5MGVVANGUARD WORLD FD$163.580.59%28.26%78.47%$31.1M2.69%HELD
6TTETOTALENERGIES SE$87.030.32%53.44%159.11%$26.7M2.31%HELD
7NVDANVIDIA CORPORATION$195.052.66%9.52%751.61%$25.9M2.24%HELD
8AMZNAMAZON COM INC$235.663.98%5.54%30.60%$25.2M2.18%HELD
9SPYSTATE STR SPDR S&P 500 ETF T$741.921.71%18.63%72.84%$24.6M2.13%HELD
10VGKVANGUARD INTL EQUITY INDEX F$90.992.40%23.74%52.90%$23.5M2.03%HELD
11GOOGALPHABET INC$333.53-0.66%77.27%132.86%$21.8M1.88%HELD
12BRK/BBERKSHIRE HATHAWAY INC DEL$21.6M1.87%HELD
13MSFTMICROSOFT CORP$451.1415.52%-13.24%55.41%$21.6M1.87%HELD
14GLDSPDR GOLD TR$377.161.64%20.05%118.68%$19.4M1.68%HELD
15TSMTAIWAN SEMICONDUCTOR MANUFAC$403.557.71%73.36%267.64%$16.9M1.47%HELD
16PBRPETROLEO BRASILEIRO S A$19.122.85%51.52%420.72%$15.2M1.32%HELD
17JPMJPMORGAN CHASE & CO$350.931.80%21.40%144.23%$15.2M1.31%HELD
18AEEAMEREN CORP$108.75-1.11%9.54%43.55%$14.6M1.26%HELD
19XLVSELECT SECTOR SPDR TR$163.53-1.63%28.99%33.33%$13.4M1.16%HELD
20DDOMINION ENERGY INC$69.73-1.16%21.94%13.28%$12.5M1.08%HELD
21KOS 3.125 03/15/30KOSMOS ENERGY LTD$12.5M1.08%HELD
22WECWEC ENERGY GROUP INC$110.05-1.11%3.33%37.15%$12.3M1.06%HELD
23AEPAMERICAN ELEC PWR CO INC$127.78-1.25%17.54%71.63%$12.2M1.06%HELD
24VOVANGUARD INDEX FDS$80.990.46%15.49%39.87%$11.8M1.02%HELD
25GEVGE VERNOVA INC$981.989.07%37.44%488.18%$11.4M0.99%HELD
26METAMETA PLATFORMS INC$539.74-7.83%-21.66%55.72%$11.3M0.98%HELD
27ITUBITAU UNIBANCO HLDG S A$8.443.56%50.95%170.80%$11.3M0.97%HELD
28LLYELI LILLY & CO$1155.56-4.50%54.61%373.33%$11.0M0.95%HELD
29VWOVANGUARD INTL EQUITY INDEX F$58.192.24%17.90%27.36%$10.8M0.93%HELD
30XELXCEL ENERGY INC$78.23-0.66%10.49%34.35%$10.7M0.93%HELD
31EWJISHARES INC$93.274.39%$9.9M0.85%HELD
32NFLXNETFLIX INC.$73.19-0.60%$9.6M0.83%HELD
33VALEVALE S A$14.992.32%$9.4M0.81%HELD
34OGSONE GAS INC$78.09-2.16%$9.1M0.78%HELD
35TAT&T INC$23.21-3.05%$8.8M0.76%HELD
36WTRGESSENTIAL UTILS INC$40.35-0.86%$8.8M0.76%HELD
37PCGPG&E CORP$17.780.40%$8.5M0.73%HELD
38VSTVISTRA CORP$148.624.07%$8.4M0.73%HELD
39VONGVANGUARD SCOTTSDALE FDS$120.902.96%$8.2M0.71%HELD
40NUNU HLDGS LTD$14.493.21%$7.4M0.64%HELD
41VVISA INC$366.40-0.63%$7.3M0.63%HELD
42VISNVISTANCE NETWORKS INC$11.711.39%$7.3M0.63%HELD
43FEFIRSTENERGY CORP$48.71-0.85%$7.2M0.62%HELD
44VBVANGUARD INDEX FDS$295.820.96%$7.0M0.60%HELD
45EOGEOG RES INC$145.51-0.29%$7.0M0.60%HELD
46CEGCONSTELLATION ENERGY CORP$263.562.17%$6.9M0.59%HELD
47VHTVANGUARD WORLD FD$307.20-1.32%$6.7M0.58%HELD
48URIUNITED RENTALS INC$1068.631.28%$6.5M0.57%HELD
49NSCNORFOLK SOUTHN CORP$333.93-0.54%$6.5M0.56%HELD
50UTESETFIS SER TR I$77.590.81%$6.4M0.56%HELD
51VFHVANGUARD WORLD FD$139.440.53%$6.3M0.54%HELD
52MLPXGLOBAL X FDS$74.850.51%$6.2M0.54%HELD
53ABBVABBVIE INC$257.79-2.09%$6.2M0.54%HELD
54VGTVANGUARD WORLD FD$113.645.03%$5.9M0.51%HELD
55TIGOMILLICOM INTL CELLULAR S A$95.171.05%$5.8M0.50%HELD
56OGEOGE ENERGY CORP$47.26-1.11%$5.7M0.50%HELD
57CMSCMS ENERGY CORP$72.26-2.82%$5.5M0.48%HELD
58MARA 0 03/01/30MARA HOLDINGS INC$5.3M0.46%HELD
59LQDISHARES TR$106.410.18%$5.3M0.46%HELD
60WBSWEBSTER FINL CORP$77.301.91%$4.9M0.42%HELD
61SBSCOMPANHIA DE SANEAMENTO BASI$5.473.99%$4.9M0.42%HELD
62SQMSOCIEDAD QUIMICA Y MINERA DE$68.431.30%$4.8M0.41%HELD
63EAELECTRONIC ARTS INC$209.590.33%$4.7M0.41%HELD
64QQQINVESCO QQQ TR$683.363.27%$4.6M0.40%HELD
65EDCONSOLIDATED EDISON INC$109.66-2.31%$4.6M0.40%HELD
66VTEBVANGUARD MUN BD FDS$49.65-0.10%$4.5M0.39%HELD
67GOOGLALPHABET INC$333.62-0.92%$4.5M0.39%HELD
68CVXCHEVRON CORPORATION$192.590.38%$4.4M0.38%HELD
69MELIMERCADOLIBRE INC$1885.731.20%$4.4M0.38%HELD
70HCAHCA HEALTHCARE INC$395.79-3.04%$4.3M0.37%HELD
71ENICENEL CHILE SA$4.554.36%$4.3M0.37%HELD
72EPPISHARES INC$57.221.78%$4.2M0.37%HELD
73WBDWARNER BROS DISCOVERY INC$25.47-0.66%$3.9M0.34%HELD
74KVUEKENVUE INC$19.31-2.43%$3.9M0.33%HELD
75USHYISHARES TR$36.790.33%$3.9M0.33%HELD
76PPLPPL CORP$35.56-0.39%$3.8M0.33%HELD
77MUNIPIMCO ETF TR$51.75-0.17%$3.6M0.31%HELD
78SYKSTRYKER CORPORATION$348.04-1.20%$3.5M0.31%HELD
79SATSECHOSTAR CORP$3.5M0.30%HELD
80PGPROCTER & GAMBLE CO$143.95-1.47%$3.5M0.30%HELD
81VNQVANGUARD INDEX FDS$99.49-1.16%$3.5M0.30%HELD
82AVGOBROADCOM INC$388.154.81%$3.2M0.27%HELD
83RPRXROYALTY PHARMA PLC$59.02-0.27%$2.9M0.25%HELD
84BKHBLACK HILLS CORP$72.23-0.97%$2.8M0.25%HELD
85CFGCITIZENS FINL GROUP INC$71.730.59%$2.8M0.24%HELD
86TIPISHARES TR$107.74-0.03%$2.8M0.24%HELD
87GGBGERDAU SA$4.962.06%$2.8M0.24%HELD
88BBARRICK MNG CORP$37.703.69%$2.7M0.23%HELD
89IBBISHARES TR$189.960.76%$2.7M0.23%HELD
90XAGGMORGAN STANLEY ETF TRUST$49.900.29%$2.6M0.23%HELD
91AAPLAPPLE INC$333.60-1.36%$2.6M0.22%HELD
92JMUBJ P MORGAN EXCHANGE TRADED F$49.79-0.11%$2.5M0.22%HELD
93EMLPFIRST TR EXCHANGE-TRADED FD$43.81-0.25%$2.5M0.22%HELD
94SLBSLB LIMITED$48.92-0.08%$2.3M0.20%HELD
95TACTRANSALTA CORP$12.863.46%$2.2M0.19%HELD
96CNPCENTERPOINT ENERGY INC$42.15-1.82%$2.2M0.19%HELD
97AMLPALPS ETF TR$54.830.02%$2.1M0.18%HELD
98BKBANK NEW YORK MELLON CORP$2.1M0.18%HELD
99IEFISHARES TR$93.210.04%$2.0M0.17%HELD
100BSXBOSTON SCIENTIFIC CORP$46.00-0.09%$2.0M0.17%HELD
101TVATEXAS VENTURES ACQUISITION I$1.9M0.17%HELD
102ARANTERO RESOURCES CORP$1.9M0.17%HELD
103SUZSUZANO S A$1.8M0.16%HELD
104BBDBANCO BRADESCO S A$1.8M0.16%HELD
105TDAYUSA TODAY CO INC$1.8M0.15%HELD
106VTIVANGUARD INDEX FDS$1.7M0.15%HELD
107AESAES CORP$1.7M0.15%HELD
108OXYOCCIDENTAL PETE CORP$1.6M0.14%HELD
109TXNMTXNM ENERGY INC$1.6M0.14%HELD
110SMSM ENERGY COMPANY$1.5M0.13%HELD
111HIGHARTFORD INSURANCE GROUP INC$1.5M0.13%HELD
112KOCOCA COLA CO$1.4M0.12%HELD
113SUSUNCOR ENERGY INC NEW$1.4M0.12%HELD
114INSWINTERNATIONAL SEAWAYS INC$1.4M0.12%HELD
115PNCPNC FINL SVCS GROUP INC$1.4M0.12%HELD
116SPOTSPOTIFY TECHNOLOGY S A$1.4M0.12%HELD
117HIWHIGHWOODS PPTYS INC$1.4M0.12%HELD
118TRPTC ENERGY CORP$1.4M0.12%HELD
119TRMDTORM PLC$1.4M0.12%HELD
120PAASPAN AMERN SILVER CORP$1.3M0.11%HELD
121VIGVANGUARD SPECIALIZED FUNDS$1.3M0.11%HELD
122SLSRSOLARIS RES INC$1.2M0.11%HELD
123STUBSTUBHUB HLDGS INC$1.2M0.11%HELD
124OVVOVINTIV INC$1.2M0.11%HELD
125SBLKSTAR BULK CARRIERS CORP.$1.2M0.10%HELD
126MAMASTERCARD INCORPORATED$1.2M0.10%HELD
127CMBTCMB.TECH NV$1.1M0.10%HELD
128TJXTJX COS INC NEW$1.1M0.09%HELD
129EWLISHARES INC$1.1M0.09%HELD
130WPMWHEATON PRECIOUS METALS CORP$1.1M0.09%HELD
131GSGOLDMAN SACHS GROUP INC$1.0M0.09%HELD
132CNRCORE NATURAL RESOURCES INC$1.0M0.09%HELD
133CSANCOSAN S A$1.0M0.09%HELD
134GOVTISHARES TR$990K0.09%HELD
135IBITISHARES BITCOIN TRUST ETF$974K0.08%HELD
136ULTAULTA BEAUTY INC$961K0.08%HELD
137ASMLASML HLDG NV$958K0.08%HELD
138IEMGISHARES INC$925K0.08%HELD
139XBISPDR SERIES TRUST$913K0.08%HELD
140VOXVANGUARD WORLD FD$884K0.08%HELD
141APPAPPLOVIN CORP$862K0.07%HELD
142VEAVANGUARD TAX-MANAGED FDS$847K0.07%HELD
143SSRMSSR MINING IN$846K0.07%HELD
144INTCINTEL CORP$808K0.07%HELD
145CLCOLGATE PALMOLIVE CO$800K0.07%HELD
146EMXCISHARES INC$787K0.07%HELD
147AJGGALLAGHER ARTHUR J & CO$749K0.06%HELD
148IVZINVESCO LTD$740K0.06%HELD
149MCOMOODYS CORP$737K0.06%HELD
150PREFPRINCIPAL EXCHANGE TRADED FD$731K0.06%HELD
151BTGB2GOLD CORP$730K0.06%HELD
152SPHQINVESCO EXCHANGE TRADED FD T$730K0.06%HELD
153UBERUBER TECHNOLOGIES INC$728K0.06%HELD
154HYGISHARES TR$724K0.06%HELD
155GBDCGOLUB CAP BDC INC$698K0.06%HELD
156AMDADVANCED MICRO DEVICES INC$695K0.06%HELD
157VRTVERTIV HOLDINGS CO$676K0.06%HELD
158GEGE AEROSPACE$662K0.06%HELD
159BKNGBOOKING HOLDINGS INC$653K0.06%HELD
160TTWOTAKE-TWO INTERACTIVE SOFTWAR$642K0.06%HELD
161STIPISHARES TR$625K0.05%HELD
162FLUTFLUTTER ENTMT PLC$610K0.05%HELD
163IGVISHARES TR$603K0.05%HELD
164MHDBLACKROCK MUNIHOLDINGS FD IN$582K0.05%HELD
165CCITIGROUP INC$581K0.05%HELD
166BABAALIBABA GROUP HLDG LTD$553K0.05%HELD
167CEMBISHARES INC$543K0.05%HELD
168IVVISHARES TR$532K0.05%HELD
169DIHPDIMENSIONAL ETF TRUST$513K0.04%HELD
170XOMEXXON MOBIL CORP$507K0.04%HELD
171BACBANK AMERICA CORP$506K0.04%HELD
172IWMISHARES TR$496K0.04%HELD
173JQUAJ P MORGAN EXCHANGE TRADED F$477K0.04%HELD
174MUMICRON TECHNOLOGY INC$436K0.04%HELD
175INTUINTUIT$432K0.04%HELD
176JEPIJ P MORGAN EXCHANGE TRADED F$427K0.04%HELD
177CRWDCROWDSTRIKE HLDGS INC$426K0.04%HELD
178XLFSELECT SECTOR SPDR TR$425K0.04%HELD
179VTRSVIATRIS INC$424K0.04%HELD
180ILFISHARES TR$422K0.04%HELD
181RTXRTX CORPORATION$422K0.04%HELD
182VXUSVANGUARD STAR FDS$419K0.04%HELD
183IQLTISHARES TR$415K0.04%HELD
184SKYTSKYWATER TECHNOLOGY INC$411K0.04%HELD
185INGRINGREDION INC$363K0.03%HELD
186HDHOME DEPOT INC$348K0.03%HELD
187MSCIMSCI INC$347K0.03%HELD
188BLWBLACKROCK LTD DURATION INCOM$343K0.03%HELD
189IGSBISHARES TR$337K0.03%HELD
190MSMORGAN STANLEY$328K0.03%HELD
191BGBBLACKSTONE STRATEGIC CRED 20$326K0.03%HELD
192OCSLOAKTREE SPECIALTY LENDING$322K0.03%HELD
193NXDTNEXPOINT DIVERSIFIED REL ET$318K0.03%HELD
194BAPCREDICORP LTD$313K0.03%HELD
195FHIFEDERATED HERMES INC$313K0.03%HELD
196TROWPRICE T ROWE GROUP INC$310K0.03%HELD
197MQYBLACKROCK MUNIYILD QULT FD I$310K0.03%HELD
198NTRSNORTHERN TR CORP$308K0.03%HELD
199RNRRENAISSANCERE HLDGS LTD$308K0.03%HELD
200JFLXJ P MORGAN EXCHANGE TRADED F$306K0.03%HELD
201KHCKRAFT HEINZ CO$306K0.03%HELD
202PEGPUBLIC SVC ENTERPRISE GROUP$306K0.03%HELD
203DTMDT MIDSTREAM INC$302K0.03%HELD
204HIMUBLACKROCK ETF TRUST II$302K0.03%HELD
205DVYISHARES TR$300K0.03%HELD
206WMT2WELLS FARGO & CO$297K0.03%HELD
207BLKBLACKROCK INC$296K0.03%HELD
208MTGMGIC INVT CORP WIS$292K0.03%HELD
209STTSTATE STR CORP$292K0.03%HELD
210OTISOTIS WORLDWIDE CORP$291K0.03%HELD
211PAGPPLAINS GP HLDGS L P$289K0.03%HELD
212AXSAXIS CAP HLDGS LTD$284K0.02%HELD
213PRUPRUDENTIAL FINL INC$283K0.02%HELD
214PMLPIMCO MUN INCOME FD II$283K0.02%HELD
215BYDBOYD GAMING CORP$279K0.02%HELD
216GISGENERAL MILLS INC$278K0.02%HELD
217IMOIMPERIAL OIL LTD$277K0.02%HELD
218CCUCOMPANIA CERVECERIAS UNIDAS$273K0.02%HELD
219VBILVANGUARD INSTL INDEX FD$272K0.02%HELD
220PNRPENTAIR PLC$271K0.02%HELD
221ETENERGY TRANSFER L P$269K0.02%HELD
222UBSUBS GROUP AG$268K0.02%HELD
223SNXTD SYNNEX CORPORATION$267K0.02%HELD
224SRESEMPRA$264K0.02%HELD
225AOSSMITH A O CORP$263K0.02%HELD
226MTBM & T BK CORP$262K0.02%HELD
227ORAORMAT TECHNOLOGIES INC$260K0.02%HELD
228ABEVAMBEV SA$257K0.02%HELD
229CMICUMMINS INC$255K0.02%HELD
230VTVANGUARD INTL EQUITY INDEX F$255K0.02%HELD
231ARCCARES CAPITAL CORP$255K0.02%HELD
232AMANTERO MIDSTREAM CORP$254K0.02%HELD
233SNDKSANDISK CORP$254K0.02%HELD
234JNJJOHNSON & JOHNSON$252K0.02%HELD
235LAURLAUREATE ED INC$252K0.02%HELD
236BONDPIMCO ETF TR$252K0.02%HELD
237CPTCAMDEN PPTY TR$252K0.02%HELD
238PAGPENSKE AUTOMOTIVE GRP INC$251K0.02%HELD
239EIXEDISON INTL$250K0.02%HELD
240ATHMAUTOHOME INC$249K0.02%HELD
241ALVAUTOLIV INC$248K0.02%HELD
242GVAGRANITE CONSTR INC$247K0.02%HELD
243EQHEQUITABLE HLDGS INC$244K0.02%HELD
244FFORD MTR CO$244K0.02%HELD
245TFCTRUIST FINL CORP$242K0.02%HELD
246SPHDINVESCO EXCH TRADED FD TR II$242K0.02%HELD
247ANAUTONATION INC$240K0.02%HELD
248DEIDOUGLAS EMMETT INC$239K0.02%HELD
249ADIANALOG DEVICES INC$238K0.02%HELD
250BPOPPOPULAR INC$237K0.02%HELD
251CWCURTISS WRIGHT CORP$237K0.02%HELD
252CAHCARDINAL HEALTH INC$237K0.02%HELD
253CNNECANNAE HLDGS INC$236K0.02%HELD
254RFREGIONS FINANCIAL CORP NEW$235K0.02%HELD
255FXIISHARES TR$235K0.02%HELD
256WMKWEIS MKTS INC$234K0.02%HELD
257OZKBANK OZK LITTLE ROCK ARK$234K0.02%HELD
258JBGSJBG SMITH PPTYS$227K0.02%HELD
259VNETVNET GROUP INC$224K0.02%HELD
260ADTADT INC DEL$224K0.02%HELD
261GPIGROUP 1 AUTOMOTIVE INC$223K0.02%HELD
262HDVISHARES TR$221K0.02%HELD
263AMRXAMNEAL PHARMACEUTICALS INC$221K0.02%HELD
264CPBTHE CAMPBELLS COMPANY$220K0.02%HELD
265ABMABM INDS INC$218K0.02%HELD
266WKCWORLD KINECT CORPORATION$218K0.02%HELD
267MLIMUELLER INDS INC$218K0.02%HELD
268TNLTRAVEL PLUS LEISURE CO$217K0.02%HELD
269MCHIISHARES TR$216K0.02%HELD
270CNXCNX RES CORP$216K0.02%HELD
271PFFISHARES TR$215K0.02%HELD
272JXNJACKSON FINANCIAL INC$215K0.02%HELD
273VRTSVIRTUS INVT PARTNERS INC$215K0.02%HELD
274HPQHP INC$214K0.02%HELD
275XLPSELECT SECTOR SPDR TR$213K0.02%HELD
276NEMNEWMONT CORP$212K0.02%HELD
277SYFSYNCHRONY FINANCIAL$212K0.02%HELD
278CPACOPA HOLDINGS SA$211K0.02%HELD
279CHTRCHARTER COMMUNICATIONS INC$211K0.02%HELD
280NVGSNAVIGATOR HLDGS LTD$211K0.02%HELD
281GMGENERAL MTRS CO$210K0.02%HELD
282LGNDLIGAND PHARMACEUTICALS INC$209K0.02%HELD
283GPKGRAPHIC PACKAGING HLDG CO$209K0.02%HELD
284FTITECHNIPFMC PLC$208K0.02%HELD
285OBDCBLUE OWL CAPITAL CORPORATION$206K0.02%HELD
286NOMDNOMAD FOODS LTD$206K0.02%HELD
287AMGAFFILIATED MANAGERS GROUP$206K0.02%HELD
288DINOHF SINCLAIR CORP$204K0.02%HELD
289BCSFBAIN CAP SPECIALTY FIN INC$203K0.02%HELD
290VCITVANGUARD SCOTTSDALE FDS$202K0.02%HELD
291KNKNOWLES CORP$202K0.02%HELD
292EPDENTERPRISE PRODS PARTNERS L$202K0.02%HELD
293INCYINCYTE CORP$202K0.02%HELD
294APHAMPHENOL CORP$200K0.02%HELD
295AVTAVNET INC$200K0.02%HELD
296IHSIHS HOLDING LIMITED$189K0.02%HELD
297WTWISDOMTREE INC$186K0.02%HELD
298NAVINAVIENT CORPORATION$176K0.02%HELD
299AVALGRUPO AVAL ACCIONES Y VALORE$157K0.01%HELD
300STNESTONECO LTD$142K0.01%HELD
301PRGOPERRIGO CO PLC$137K0.01%HELD
302VYXNCR VOYIX CORPORATION$136K0.01%HELD
303TMETENCENT MUSIC ENTMT GROUP$126K0.01%HELD
304AVTRAVANTOR INC$122K0.01%HELD
305OGNORGANON & CO$117K0.01%HELD
306MOMOHELLO GROUP INC$85K0.01%HELD
307MINMFS INTER INCOME TR$72K0.01%HELD
308ACPABRDN INCOME CREDIT STRATEGI$53K0.00%HELD

Source: SEC EDGAR · accession 0001569579-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.