KAPITALO INVESTIMENTOS LTDA

PrivateCIK: 1798686
Location

SAO PAULO, D5

60
Positions
$1.58B
Total AUM (reported)
19.22M
Total Shares

Allocation by class

TOTAL AUM$1.58B60 positions
COM$505.51M32.1%
PUT$216.16M13.7%
CORE S&P500 ETF$156.13M9.9%
TR UNIT$150.29M9.5%
SPONSORED ADS$121.44M7.7%
CL A$112.07M7.1%
CALL$87.10M5.5%

Portfolio Concentration

Top 327.4%4–1036.7%11–2523.5%Rest12.3%TOP 1064.1%0%100%
Top 3$432.78M27.4%
4–10$578.60M36.7%
11–25$371.26M23.5%
Rest$194.35M12.3%

Top 3 weight

27.4%

Top 10 weight

64.1%

Voting Authority Distribution

Total shares with voting rights: 19.22M

Sole

Full voting authority

19.22M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole60
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings60
Rows:

ISHARES TR

SOLE
CORE S&P500 ETF
Shares208.48K
TypeSH
Market value$156.13M
9.90%
Sole
208.48K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares201.26K
TypeSH
Market value$150.29M
9.53%
Sole
201.26K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares300.43K
TypeSH
Market value$126.36M
8.01%
Sole
300.43K
Shared
0.00
None
0.00

TESLA INC

SOLE
PUT
Shares300K
TypeSH
Market value$126.18M
8.00%
Sole
300K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares459.14K
TypeSH
Market value$109.43M
6.94%
Sole
459.14K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares183.05K
TypeSH
Market value$87.42M
5.54%
Sole
183.05K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR SP REGBNK
Shares1.01M
TypeSH
Market value$75.37M
4.78%
Sole
1.01M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares371.03K
TypeSH
Market value$74.24M
4.71%
Sole
371.03K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares120.56K
TypeSH
Market value$67.91M
4.31%
Sole
120.56K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares185.57K
TypeSH
Market value$38.05M
2.41%
Sole
185.57K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
CALL
Shares230K
TypeSH
Market value$36.40M
2.31%
Sole
230K
Shared
0.00
None
0.00

VISTRA CORP

SOLE
COM
Shares228.30K
TypeSH
Market value$36.22M
2.30%
Sole
228.30K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
PUT
Shares480K
TypeSH
Market value$34.27M
2.17%
Sole
480K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares480K
TypeSH
Market value$34.27M
2.17%
Sole
480K
Shared
0.00
None
0.00

ERO COPPER CORP

SOLE
COM
Shares1.08M
TypeSH
Market value$28.80M
1.83%
Sole
1.08M
Shared
0.00
None
0.00

ISHARES TR

SOLE
CALL
Shares300K
TypeSH
Market value$28.37M
1.80%
Sole
300K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares220K
TypeSH
Market value$25.67M
1.63%
Sole
220K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
PUT
Shares220K
TypeSH
Market value$25.67M
1.63%
Sole
220K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares872.31K
TypeSH
Market value$23.26M
1.47%
Sole
872.31K
Shared
0.00
None
0.00

TECK RESOURCES LTD

SOLE
CL B
Shares352.86K
TypeSH
Market value$20.98M
1.33%
Sole
352.86K
Shared
0.00
None
0.00

ISHARES TR

SOLE
PUT
Shares200K
TypeSH
Market value$18.12M
1.15%
Sole
200K
Shared
0.00
None
0.00

EMBRAER S.A.

SOLE
SPONSORED ADS
Shares259.15K
TypeSH
Market value$16.53M
1.05%
Sole
259.15K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CALL
Shares25K
TypeSH
Market value$16.02M
1.02%
Sole
25K
Shared
0.00
None
0.00

AXIA ENERGIA SA

SOLE
SPONSORED ADR
Shares1.27M
TypeSH
Market value$13.42M
0.85%
Sole
1.27M
Shared
0.00
None
0.00

SUZANO S A

SOLE
SPON ADS
Shares1.71M
TypeSH
Market value$13.26M
0.84%
Sole
1.71M
Shared
0.00
None
0.00
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