Grufity logo
Grufity logo

Latest Kapitalo Investimentos Ltda Stock Portfolio

$531Million– No. of Holdings #47

Kapitalo Investimentos Ltda Performance:
2026 Q1: -2.59%YTD: -2.59%2025: 17.77%
Performance for 2026 Q1 is -2.59%, and YTD is -2.59%, and 2025 is 17.77%.

About Kapitalo Investimentos Ltda and 13F Hedge Fund Stock Holdings

On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Kapitalo Investimentos Ltda reported an equity portfolio of $531.5 Millions as of 31 Mar, 2026.

The top stock holdings of Kapitalo Investimentos Ltda are AMZN, IJR, EA. The fund has invested 9.6% of it's portfolio in AMAZON COM INC and 8.5% of portfolio in ISHARES TR.

The fund managers got completely rid off KRANESHARES TRUST (BNDD), SPDR SERIES TRUST (BIL) and EXACT SCIENCES CORP (EXAS) stocks. They significantly reduced their stock positions in KENVUE INC, DISNEY WALT CO (DIS) and VISA INC (V). Kapitalo Investimentos Ltda opened new stock positions in ISHARES TR (IJR), NVIDIA CORPORATION (NVDA) and CHART INDS INC (GTLS). The fund showed a lot of confidence in some stocks as they added substantially to CENTRAIS ELET BRAS SA (EBR), ELECTRONIC ARTS INC (EA) and VISTRA CORP (VST).
Kapitalo Investimentos Ltda Equity Portfolio Value
Last Reported on: 07 May, 2026

Kapitalo Investimentos Ltda Annual Return Estimates Vs S&P 500

Our best estimate is that Kapitalo Investimentos Ltda made a return of -2.59% in the last quarter. In trailing 12 months, it's portfolio return was 14.15%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr45,211,300
nvidia corporation40,004,600
chart inds inc29,642,800
hologic inc21,435,400
aes corp19,946,300
warner bros discovery inc11,887,500
vale s a10,453,400
nu hldgs ltd10,002,100
New stocks bought by Kapitalo Investimentos Ltda

Additions

Ticker% Inc.
centrais elet bras sa146
electronic arts inc121
vistra corp107
suzano s a39.55
embraer s.a.32.03
teck resources ltd16.51
ultrapar participacoes sa4.64
ypf sociedad anonima0.22
Additions to existing portfolio by Kapitalo Investimentos Ltda

Reductions

Ticker% Reduced
kenvue inc-97.2
disney walt co-90.19
visa inc-90.02
mastercard incorporated-89.86
telefonica brasil sa-65.17
amazon com inc-56.62
microsoft corp-45.73
taiwan semiconductor manufac-37.58
Kapitalo Investimentos Ltda reduced stake in above stock

Sold off

Ticker$ Sold
kraneshares trust-59,042,700
spdr series trust-52,034,200
ambev sa-1,598,120
tegna inc-3,274,250
exact sciences corp-6,543,310
companhia siderurgica nacion-90,846
txnm energy inc-2,353,900
dayforce inc-2,374,750
Kapitalo Investimentos Ltda got rid off the above stocks

Sector Distribution

Kapitalo Investimentos Ltda has about 37.3% of it's holdings in Others sector.

  • Others
  • Communication Services
  • Technology
  • Utilities
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Financial Services
  • Real Estate
Sector%
Others37.3
Communication Services15.5
Technology13.8
Utilities10.1
Consumer Cyclical9.9
Industrials6.2
Healthcare4.3
Financial Services1.6
Real Estate1.3

Market Cap. Distribution

Kapitalo Investimentos Ltda has about 51.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED37.3
LARGE-CAP25.9
MEGA-CAP25.4
MID-CAP10.9

Stocks belong to which Index?

About 53.3% of the stocks held by Kapitalo Investimentos Ltda either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others46.7
S&P 50044.1
RUSSELL 20009.2
Top 5 Winners (%)%
UGP
ultrapar participacoes sa
44.7 %
YPF
ypf sociedad anonima
27.8 %
VIV
telefonica brasil sa
23.0 %
RIO
rio tinto plc
16.6 %
XP
xp inc
16.3 %
Top 5 Winners ($)$
YPF
ypf sociedad anonima
2.6 M
RIO
rio tinto plc
1.7 M
UGP
ultrapar participacoes sa
1.6 M
TCKRF
teck resources ltd
1.3 M
VIV
telefonica brasil sa
1.0 M
Top 5 Losers (%)%
EVEX
eve hldg inc
-37.8 %
MSFT
microsoft corp
-18.1 %
LOMA
loma negra c i a s a mtn 14
-14.3 %
META
meta platforms inc
-11.8 %
DIS
disney walt co
-8.4 %
Top 5 Losers ($)$
AMZN
amazon com inc
-9.1 M
MSFT
microsoft corp
-6.2 M
META
meta platforms inc
-4.4 M
VST
vistra corp
-1.8 M
ERO
ero copper corp
-1.7 M

Kapitalo Investimentos Ltda Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Kapitalo Investimentos Ltda

Kapitalo Investimentos Ltda has 47 stocks in it's portfolio. About 63.5% of the portfolio is in top 10 stocks. AMZN proved to be the most loss making stock for the portfolio. YPF was the most profitable stock for Kapitalo Investimentos Ltda last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions