INCA Investments LLC — 13F Holdings & Portfolio

CIK 1513137 · latest 13F-HR filed 2026-07-28

INCA Investments LLC manages $353.4M in 13F-reported U.S. long-equity assets across 10 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BSAC (18.11%), BAP (17.31%), GGAL (15.09%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 6, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
78 SW 7TH STREET
SUITE 800
MIAMI, FL 33130
Phone
(305) 670-2230
Filing Manager
INCA Investments LLC
MIAMI, FL
Signatory
David Borenstein
Chief Compliance Officer
Loading holdings…
AUM

$353.4M

Long-equity book

Holdings

10

Distinct positions

Period

2026-06-30

Filed 2026-07-28

Q/Q Activity

+1 / −1 / ↑6 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BANCO SANTANDER CHILE NEW$21.8M +51.6%
  • NU HLDGS LTD$10.5M +48.3%
  • COPA HOLDINGS SA$10.0M +36.9%
  • GRUPO FINANCIERO GALICIA S.A$9.4M +21.4%
  • LATAM AIRLINES GROUP SA$7.1M +17.9%
Show all 6

Top Trims

  • CREDICORP LTD-$8.8M -12.6%
Show all 1

New Positions

  • AMERICA MOVIL SAB DE CV$32.0M
Show all 1

Exited Positions

  • FOMENTO ECONOMICO MEXICANO S$12.2M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BANCO SANTANDER CHILE NEW BSAC 05965X109 $64.0M 18.11% 1,942,969 SH
2 CREDICORP LTD BAP G2519Y108 $61.2M 17.31% 156,964 SH
3 GRUPO FINANCIERO GALICIA S.A GGAL 399909100 $53.3M 15.09% 1,065,491 SH
4 LATAM AIRLINES GROUP SA LTM 51817R205 $47.0M 13.31% 807,079 SH
5 COPA HOLDINGS SA CPA P31076105 $36.9M 10.44% 237,214 SH
6 NU HLDGS LTD NU G6683N103 $32.3M 9.14% 2,418,354 SH
7 AMERICA MOVIL SAB DE CV AMX 02390A101 $32.0M 9.07% 1,232,789 SH
8 MERCADOLIBRE INC MELI 58733R102 $15.0M 4.24% 8,819 SH
9 ITAU UNIBANCO HLDG S A ITUB 465562106 $6.4M 1.81% 783,087 SH
10 ARCOS DORADOS HLDGS INC ARCO G0457F107 $5.3M 1.49% 654,392 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $353.4M 10 0001420506-26-001318
2026-03-31 2026-04-30 $281.8M 10 0001420506-26-000774
2025-12-31 2026-02-04 $285.9M 9 0001420506-26-000163