DOSSIER · 13F-HR · Q1 2026

Kapitalo Investimentos Ltda

Kapitalo Investimentos Ltda's asset manager based in Boston, MA $531M in tracked AUM across 57 positions as of Q1 2026.

KI
Kapitalo Investimentos Ltda·Boston, MA·Asset Manager
CIK 0001798686 · last filed Mar 31, 2026
Total AUM
$531M
7.0%
vs prior
Holdings
57
positions
Whale Score
66
66
tracked
Activity
no data
changes this Q
Top sector
Financials
43% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Kapitalo Investimentos Ltda (Q3 2025)
Portfolio Overview

Kapitalo Investimentos Ltda reported a significant transformation in its portfolio for the quarter ending September 30, 2025. The total portfolio value contracted sharply by 53.2%, decreasing from $461.45M to $216.12M. This reduction was not solely due to market performance but was driven by a substantial shift in asset allocation and capital deployment. The firm reduced the numbe...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AMZN
AMAZON COM INC
$51M442K9.6%
02
IVV
ISHARES TR
$45M69K8.5%
03
EA
ELECTRONIC ARTS INC
$43M213K8.2%
04
NVDA
NVIDIA CORPORATION
$40M328K7.5%
05
VST
VISTRA CORP
$33M218K6.2%
06
GTLS
CHART INDS INC
$30M143K5.6%
07
ERO
ERO COPPER CORP
$29M1.1M5.4%
08
META
META PLATFORMS INC
$25M44K4.7%
09
HOLX
HOLOGIC INC
$21M284K4.0%
10
AES
AES CORP
$20M1.4M3.8%

Filing history

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