Banco BTG Pactual S.A.
Banco BTG Pactual S.A. is the largest investment bank from Latin America, headquartered in São Paulo, Brazil. Founded in 1983, the firm operates as an investment bank, asset manager, and wealth manager, with a dominant franchise in Brazil and a growing international presence across North America and Europe. Employing approximately 6,300 professionals, BTG Pactual serves corporations, institutional investors, governments, investment funds, high net worth individuals, and high-income retail customers. Its comprehensive financial services include investment banking, corporate lending, trading, structured credit, asset management, wealth management, and consumer banking, as well as minority interests in other financial institutions.
Investment Strategy
BTG Pactual manages and administers a broad portfolio of products across major international asset classes, with a particular focus on Latin America. The firm invests across asset classes—public and private—with an emphasis on sustainability in areas such as timberland. Clients benefit from customized advice, innovative ESG practices, and integrated solutions tailored to corporations, institutions, and individuals. Their approach combines traditional meritocratic partnership with modern digital banking capabilities, aiming to deliver best-in-class financial products, diversified investment solutions, and long-term value for both local and global clients.
Top Holdings
Equity Positions (151)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 6.94% | $34.1M | 46,193 | $553.92 | $738.09 | +$13.4M |
N NVDA | NVIDIA CORPORATION | 6.26% | $30.8M | 194,735 | $139.27 | $157.99 | +$19.2M |
G GGAL | GRUPO FINANCIERO GALICIA S.A | 5.00% | $24.6M | 487,916 | $46.52 | $50.39 | +$15.7M |
S SBS | COMPANHIA DE SANEAMENTO BASI | 4.88% | $24.0M | 1,091,340 | $17.86 | $21.97 | +$3.9M |
A AMZN | AMAZON COM INC | 4.70% | $23.1M | 105,282 | $193.27 | $219.39 | +$8.5M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NU | NU HLDGS LTD | New | Call | $6.6K | 140 | $13.72 | $13.72 | +140 | +$6.6K |