MondegarAI
BTG Pactual Asset Management US LLC

Q3 2024 · 13F-HR

BTG Pactual Asset Management US LLCholdings as filed

Filed 2024-11-14 · accession 0001085146-24-005697

$1.16B
Reported value
240
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
81369Y605XLFSELECT SECTOR SPDR TR$161.3M13.9%3,560,000PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$60.5M5.20%105,500CommonSOLE
464287614IWFISHARES TR$32.7M2.81%102,909CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$28.1M2.41%60,988CommonSOLE
02079K107GOOGALPHABET INC$26.9M2.31%160,738CommonSOLE
921910840MGVVANGUARD WORLD FD$25.0M2.15%195,051CommonSOLE
037833100AAPLAPPLE INC$22.1M1.90%95,000PUTSOLE
037833100AAPLAPPLE INC$22.1M1.90%95,000CALLSOLE
464287655IWMISHARES TR$21.3M1.83%96,600CommonSOLE
921910816MGKVANGUARD WORLD FD$19.4M1.67%71,299CommonSOLE
458140100INTCINTEL CORP$18.5M1.59%790,300CALLSOLE
458140100INTCINTEL CORP$18.5M1.59%790,300PUTSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$17.5M1.50%284,648CommonSOLE
02079K305GOOGLALPHABET INC$16.6M1.43%100,000CALLSOLE
464287242LQDISHARES TR$16.2M1.39%143,183CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$15.8M1.36%402,510CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$14.0M1.21%181,422CommonSOLE
337932107FEFIRSTENERGY CORP$13.0M1.12%292,549CommonSOLE
30034W106EVRGEVERGY INC$12.3M1.06%198,035CommonSOLE
67066G104NVDANVIDIA CORPORATION$11.9M1.02%97,587CommonSOLE
149123101CATCATERPILLAR INC$11.5M0.99%29,400PUTSOLE
149123101CATCATERPILLAR INC$11.5M0.99%29,400CALLSOLE
594918104MSFTMICROSOFT CORP$10.7M0.92%24,768CommonSOLE
816851109SRESEMPRA$10.3M0.88%122,969CommonSOLE
922908629VOVANGUARD INDEX FDS$10.1M0.87%38,286CommonSOLE
91912E105VALEVALE S A$10.0M0.86%854,789CommonSOLE
30303M102METAMETA PLATFORMS INC$9.9M0.85%17,354CommonSOLE
023135106AMZNAMAZON COM INC$9.3M0.80%50,000PUTSOLE
023135106AMZNAMAZON COM INC$9.3M0.80%50,000CALLSOLE
855244109SBUXSTARBUCKS CORP$9.2M0.79%94,800PUTSOLE
855244109SBUXSTARBUCKS CORP$9.2M0.79%94,800CALLSOLE
023135106AMZNAMAZON COM INC$9.1M0.78%48,956CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$8.9M0.77%57,934CommonSOLE
68389X105ORCLORACLE CORP$8.5M0.73%50,000PUTSOLE
68389X105ORCLORACLE CORP$8.5M0.73%50,000CALLSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$8.1M0.70%564,270CommonSOLE
G6683N103NUNU HLDGS LTD$8.0M0.69%585,518CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$7.9M0.68%1,185,087CommonSOLE
46434G822EWJISHARES INC$7.8M0.67%113,870CommonSOLE
254687106DISDISNEY WALT CO$7.7M0.66%80,000CALLSOLE
254687106DISDISNEY WALT CO$7.7M0.66%80,000PUTSOLE
037833100AAPLAPPLE INC$7.5M0.65%32,378CommonSOLE
58733R102MELIMERCADOLIBRE INC$7.5M0.64%3,654CommonSOLE
30040W108ESEVERSOURCE ENERGY$7.5M0.64%109,864CommonSOLE
654106103NKENIKE INC$7.3M0.62%82,200CALLSOLE
654106103NKENIKE INC$7.3M0.62%82,200PUTSOLE
219350105GLWCORNING INC$7.2M0.62%160,000CALLSOLE
219350105GLWCORNING INC$7.2M0.62%160,000PUTSOLE
922908751VBVANGUARD INDEX FDS$7.2M0.62%30,444CommonSOLE
69331C108PCGPG&E CORP$7.0M0.60%354,406CommonSOLE
30161N101EXCEXELON CORP$6.5M0.56%159,301CommonSOLE
78463V107GLDSPDR GOLD TR$6.2M0.54%25,629CommonSOLE
58933Y105MRKMERCK & CO INC$5.6M0.49%49,700PUTSOLE
58933Y105MRKMERCK & CO INC$5.6M0.49%49,700CALLSOLE
92204A504VHTVANGUARD WORLD FD$5.4M0.46%18,960CommonSOLE
17275R102CSCOCISCO SYS INC$5.3M0.45%99,400PUTSOLE
17275R102CSCOCISCO SYS INC$5.3M0.45%99,400CALLSOLE
42809H107HESHESS CORP$5.2M0.45%38,555CommonSOLE
N82405106STLASTELLANTIS N.V$5.2M0.45%375,000CALLSOLE
N82405106STLASTELLANTIS N.V$5.2M0.45%375,000PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$5.2M0.44%9,000PUTSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$5.1M0.44%89,200PUTSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$5.1M0.44%89,200CALLSOLE
373737105GGBGERDAU SA$5.1M0.44%1,461,485CommonSOLE
69351T106PPLPPL CORP$4.9M0.42%146,629CommonSOLE
N82405106STLASTELLANTIS N.V$4.7M0.40%337,075CommonSOLE
92204A405VFHVANGUARD WORLD FD$4.5M0.39%47,276CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$4.4M0.38%97,973CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$4.4M0.38%10,328CommonSOLE
82509L107SHOPSHOPIFY INC$4.1M0.36%2,836CommonSOLE
81762P102NOWSERVICENOW INC$4.1M0.35%4,592CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$4.1M0.35%139,332CommonSOLE
013091103ACIALBERTSONS COS INC$4.1M0.35%221,783CommonSOLE
98389B100XELXCEL ENERGY INC$3.9M0.33%59,481CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.9M0.33%22,214CommonSOLE
370334104GISGENERAL MLS INC$3.6M0.31%48,900CALLSOLE
370334104GISGENERAL MLS INC$3.6M0.31%48,900PUTSOLE
57636Q104MAMASTERCARD INCORPORATED$3.6M0.31%7,254CommonSOLE
78464A870XBISPDR SER TR$3.5M0.30%35,000CALLSOLE
464287432TLTISHARES TR$3.4M0.30%35,000PUTSOLE
23331A109DHID R HORTON INC$3.3M0.29%17,400CALLSOLE
23331A109DHID R HORTON INC$3.3M0.29%17,400PUTSOLE
464286665EPPISHARES INC$3.3M0.28%81,043CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$3.3M0.28%98,435CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.3M0.28%11,686CommonSOLE
37954Y830COPXGLOBAL X FDS$3.2M0.28%68,000PUTSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.2M0.27%15,168CommonSOLE
75513E101RTXRTX CORPORATION$3.1M0.27%25,900PUTSOLE
75513E101RTXRTX CORPORATION$3.1M0.27%25,900CALLSOLE
29278D105ENICENEL CHILE S.A.$3.0M0.26%1,089,800CommonSOLE
69349H107TXNMTXNM ENERGY INC$3.0M0.26%69,308CommonSOLE
92204A884VOXVANGUARD WORLD FD$3.0M0.26%27,408CommonSOLE
46429B747STIPISHARES TR$3.0M0.26%30,448CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.8M0.24%10,792CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.8M0.24%23,000PUTSOLE
718172109PMPHILIP MORRIS INTL INC$2.8M0.24%23,000CALLSOLE
92204A702VGTVANGUARD WORLD FD$2.7M0.23%6,169CommonSOLE
418100103HCP2EURHASHICORP INC$2.7M0.23%80,000CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$2.6M0.22%90,941CommonSOLE
37954Y293MLPXGLOBAL X FDS$2.6M0.22%47,167CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$2.6M0.22%154,370CommonSOLE
922908553VNQVANGUARD INDEX FDS$2.5M0.21%26,176CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$2.4M0.21%58,700CommonSOLE
22113B103CSANCOSAN S A$2.4M0.20%247,680CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$2.3M0.20%13,000CALLSOLE
911363109URIUNITED RENTALS INC$2.3M0.20%2,854CommonSOLE
02079K305GOOGLALPHABET INC$2.3M0.20%13,713CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$2.2M0.19%49,113CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.1M0.18%12,986CommonSOLE
G6683N103NUNU HLDGS LTD$2.1M0.18%152,500PUTSOLE
92826C839VVISA INC$2.1M0.18%7,490CommonSOLE
03662Q105AKXANSYS INC$2.1M0.18%6,436CommonSOLE
013091103ACIALBERTSONS COS INC$1.9M0.17%105,500CALLSOLE
872540109TJXTJX COS INC NEW$1.9M0.17%16,483CommonSOLE
464287200IVVISHARES TR$1.9M0.16%4,201CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$1.9M0.16%16,632CommonSOLE
79466L302CRMSALESFORCE INC$1.8M0.16%6,664CommonSOLE
86959K105SUZSUZANO S A$1.8M0.16%182,120CommonSOLE
11135F101AVGOBROADCOM INC$1.8M0.16%10,528CommonSOLE
040413106ANETEURARISTA NETWORKS INC$1.8M0.15%4,669CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.15%3,064CommonSOLE
29364G103ETRENTERGY CORP NEW$1.7M0.15%13,171CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.7M0.15%6,658CommonSOLE
615369105MCOMOODYS CORP$1.7M0.15%3,562CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.7M0.14%400CommonSOLE
863667101SYKSTRYKER CORPORATION$1.7M0.14%4,658CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.7M0.14%4,138CommonSOLE
00287Y109ABBVABBVIE INC$1.6M0.14%8,272CommonSOLE
36828A101GEVGE VERNOVA INC$1.6M0.14%6,269CommonSOLE
29444U700EQIXEQUINIX INC$1.6M0.14%1,793CommonSOLE
532457108LLYELI LILLY & CO$1.6M0.14%1,791CommonSOLE
464287556IBBISHARES TR$1.6M0.13%13,788CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$1.6M0.13%40,000CommonSOLE
172967424CCITIGROUP INC$1.6M0.13%24,810CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.5M0.13%2,962CommonSOLE
H1467J104CBCHUBB LIMITED$1.5M0.13%5,259CommonSOLE
58933Y105MRKMERCK & CO INC$1.5M0.13%13,300CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.5M0.13%5,260CommonSOLE
92858V101VZIOEURVIZIO HLDG CORP$1.5M0.12%130,000CommonSOLE
81689T104ASAIYSENDAS DISTRIBUIDORA S A$1.4M0.12%206,870CommonSOLE
48251W104KKRKKR & CO INC$1.4M0.12%10,868CommonSOLE
235851102DHRDANAHER CORPORATION$1.4M0.12%4,964CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1.4M0.12%26,304CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.3M0.12%11,568CommonSOLE
G98239109XPXP INC$1.3M0.11%74,028CommonSOLE
149123101CATCATERPILLAR INC$1.3M0.11%3,395CommonSOLE
059460303BBDBANCO BRADESCO S A$1.3M0.11%494,580CommonSOLE
086516101BBYBEST BUY INC$1.3M0.11%12,600CALLSOLE
086516101BBYBEST BUY INC$1.3M0.11%12,600PUTSOLE
464287234EEMISHARES TR$1.3M0.11%27,504CommonSOLE
713448108PEPPEPSICO INC$1.2M0.11%7,266CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1.2M0.10%4,123CommonSOLE
148806102CTLTEURCATALENT INC$1.2M0.10%20,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.2M0.10%3,450CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.10%2,300CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.1M0.10%14,893CommonSOLE
060505104BACBANK AMERICA CORP$1.1M0.09%27,070CommonSOLE
092479104BLACKROCK MUN INCOME QUALITY$1.1M0.09%88,891CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.0M0.09%5,985CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$990,4070.09%4,174CommonSOLE
78464A870XBISPDR SER TR$987,7040.08%9,997CommonSOLE
464287515IGVISHARES TR$984,2850.08%3,375CommonSOLE
09254C107BLACKROCK MUNIHOLDINGS QUALI$935,3860.08%87,501CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$916,4790.08%17,775CommonSOLE
72201R866MUNIPIMCO ETF TR$804,2360.07%15,180CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$759,1330.07%15,207CommonSOLE
09254F100MQYBLACKROCK MUNIYILD QULT FD I$746,4440.06%56,937CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$737,3040.06%14,423CommonSOLE
92840M102VSTVISTRA CORP$717,9970.06%6,057CommonSOLE
92189F676SMHVANECK ETF TRUST$687,9960.06%2,803CommonSOLE
46435U853USHYISHARES TR$678,0390.06%18,551CommonSOLE
369604301GEGE AEROSPACE$671,1560.06%3,559CommonSOLE
67079A102NUVEI CORPORATION$667,0000.06%20,000CommonSOLE
464288513HYGISHARES TR$649,0650.06%8,083CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$642,7270.06%725CommonSOLE
09249W101BLWBLACKROCK LTD DURATION INCOM$627,1430.05%43,311CommonSOLE
Y8162K204SBLKSTAR BULK CARRIERS CORP.$613,4050.05%25,893CommonSOLE
37954Y715BOTZGLOBAL X FDS$560,2220.05%19,166CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$552,4790.05%2,499CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$541,2280.05%1,856CommonSOLE
72201R775BONDPIMCO ETF TR$519,3140.04%5,489CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$515,5610.04%12,148CommonSOLE
464287184FXIISHARES TR$513,7870.04%16,167CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$511,2290.04%1,137CommonSOLE
878742204TECKTECK RESOURCES LTD$510,8550.04%9,779CommonSOLE
92340V107016VEREN INC$500,1610.04%81,327CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$491,9450.04%4,253CommonSOLE
65340G205NXDTNEXPOINT DIVERSIFIED REL ET$484,3940.04%77,503CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$456,4430.04%2,278CommonSOLE
437076102HDHOME DEPOT INC$428,7020.04%1,058CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$424,4000.04%10,000PUTSOLE
013091103ACIALBERTSONS COS INC$376,9920.03%20,400PUTSOLE
931142103WMTWALMART INC$374,6800.03%4,640CommonSOLE
88339J105TTDTHE TRADE DESK INC$364,3670.03%3,323CommonSOLE
68389X105ORCLORACLE CORP$352,3870.03%2,068CommonSOLE
46429B663HDVISHARES TR$349,2840.03%3,337CommonSOLE
26884L109EQTEQT CORP$348,8490.03%9,521CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$346,5190.03%4,213CommonSOLE
464288646IGSBISHARES TR$343,7360.03%6,407CommonSOLE
464287390ILFISHARES TR$332,5280.03%11,893CommonSOLE
464288687PFFISHARES TR$332,4190.03%10,330CommonSOLE
92189F353HYEMVANECK ETF TRUST$329,0920.03%17,248CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$315,2930.03%16,762CommonSOLE
464288638IGIBISHARES TR$307,5580.03%5,942CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$287,1690.02%395CommonSOLE
922475108VEEVVEEVA SYS INC$281,0160.02%1,339CommonSOLE
29415B103EVAUSDENVIVA INC$265,1820.02%662,954CommonSOLE
00206R102TAT&T INC$264,5060.02%12,023CommonSOLE
296006109EROERO COPPER CORP$260,5590.02%11,700CommonSOLE
464286772EWYISHARES INC$257,9510.02%4,033CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$252,3550.02%1,538CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$245,5410.02%2,468CommonSOLE
478160104JNJJOHNSON & JOHNSON$245,1970.02%1,513CommonSOLE
09257R101BGBBLACKSTONE STRATEGIC CRED 20$238,9830.02%19,398CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$237,9780.02%5,299CommonSOLE
464287507IJHISHARES TR$233,8730.02%3,970CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$230,9010.02%395CommonSOLE
369550108GDGENERAL DYNAMICS CORP$223,3260.02%739CommonSOLE
46090E103QQQINVESCO QQQ TR$221,0960.02%453CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$219,5440.02%10,799CommonSOLE
921909768VXUSVANGUARD STAR FDS$212,8520.02%3,805CommonSOLE
464287168DVYISHARES TR$210,0180.02%2,040CommonSOLE
904767704UNILEVER PLC$206,6330.02%3,823CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$205,4280.02%3,400CommonSOLE
75513E101RTXRTX CORPORATION$202,8220.02%1,674CommonSOLE
92556V106VTRSVIATRIS INC$163,4110.01%14,075CommonSOLE
10552T107P5YBRF SA$159,5310.01%36,506CommonSOLE
003057106ACPABRDN INCOME CREDIT STRATEGI$141,2770.01%21,341CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$123,6550.01%3,500PUTSOLE
912909108USX1UNITED STATES STL CORP NEW$123,6550.01%3,500CommonSOLE
00162Q452AMLPALPS ETF TR$102,0360.01%11,948CommonSOLE
879382208TELFYTELEFONICA S A$87,2320.01%17,949CommonSOLE
55273C107MINMFS INTER INCOME TR$79,8360.01%28,615CommonSOLE
23331A109DHID R HORTON INC$77,2620.01%405CommonSOLE
61744H105MSDMORGAN STANLEY EMKT DBT FD I$74,7950.01%10,731CommonSOLE
718172109PMPHILIP MORRIS INTL INC$49,5310.00%408CommonSOLE
25445D101DDLDINGDONG CAYMAN LTD$45,9360.00%23,200CommonSOLE
17275R102CSCOCISCO SYS INC$10,6440.00%200CommonSOLE
254687106DISDISNEY WALT CO$3,0780.00%32CommonSOLE
458140100INTCINTEL CORP$2,4160.00%103CommonSOLE

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.