BW Gestao de Investimentos Ltda. — 13F Holdings & Portfolio

CIK 1568280 · latest 13F-HR filed 2026-08-14

BW Gestao de Investimentos Ltda. manages $5.05B in 13F-reported U.S. long-equity assets across 307 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (18.15%), IVV (16.20%), MU (4.91%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 134 new positions, exited 98, added to 76, and trimmed 71.

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
AV. BRIGADEIRO FARIA LIMA, 4440
15TH FLOOR
SAO PAULO, D5 04538-132
Phone
55 11 3095 2832
Filing Manager
BW Gestao de Investimentos Ltda.
SAO PAULO, D5
Signatory
PEDRO FRADE DE ANDRADE
Chief Compliance Officer
Loading holdings…
AUM

$5.05B

Long-equity book

Holdings

307

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+134 / −98 / ↑76 / ↓71

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$622.8M +317.8%
  • MICROSOFT CORP$24.1M +125.5%
  • AMAZON COM INC$23.9M +216.9%
  • ECOLAB INC$18.5M +84.2%
  • ADVANCED MICRO DEVICES INC$13.2M +274.1%
Show all 76 →

Top Trims

  • SELECT SECTOR SPDR TR-$31.1M -75.3%
  • SABLE OFFSHORE CORP-$25.9M -73.6%
  • AMERICAN AIRLINES GROUP INC-$23.1M -87.1%
  • ALCOA CORP-$18.5M -92.4%
  • PAN AMERN SILVER CORP-$16.3M -94.2%
Show all 71 →

New Positions

  • STATE STR SPDR S&P 500 ETF T$916.8M
  • SPACE EXPLORATION TECHN CORP$100.4M
  • MICRON TECHNOLOGY INC$45.3M
  • ALPHABET INC$31.8M
  • ASML HLDG NV$29.8M
Show all 134 →

Exited Positions

  • BROADCOM INC$30.9M
  • TALEN ENERGY CORP$18.8M
  • ISHARES SILVER TR$16.4M
  • SOUTHWEST GAS HLDGS INC$14.4M
  • NRG ENERGY INC$12.8M
Show all 98 →
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 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $916.8M 18.15% 1,227,723 SH
2 ISHARES TR IVV 464287200 $818.8M 16.20% 1,093,321 SH
3 MICRON TECHNOLOGY INC Put MU 595112103 $248.2M 4.91% 215,000 SH
4 ISHARES TR Put IWM 464287655 $180.3M 3.57% 600,000 SH
5 TESLA INC Put TSLA 88160R101 $105.2M 2.08% 250,000 SH
6 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $100.4M 1.99% 587,335 SH
7 INVESCO QQQ TR Put QQQ 46090E103 $90.6M 1.79% 123,000 SH
8 RB GLOBAL INC RBA 74935Q107 $57.6M 1.14% 495,048 SH
9 TENET HEALTHCARE CORP THC 88033G407 $52.3M 1.04% 279,811 SH
10 ISHARES INC Call EWZ 464286400 $51.8M 1.02% 1,500,000 SH
11 ISHARES INC Put EWZ 464286400 $51.8M 1.02% 1,500,000 SH
12 MICRON TECHNOLOGY INC MU 595112103 $45.3M 0.90% 39,210 SH
13 MICROSOFT CORP MSFT 594918104 $43.3M 0.86% 115,951 SH
14 ECOLAB INC ECL 278865100 $40.4M 0.80% 144,856 SH
15 VANECK ETF TRUST Put SMH 92189F676 $39.4M 0.78% 60,000 SH
16 MICROSOFT CORP Call MSFT 594918104 $37.3M 0.74% 100,000 SH
17 PLANET FITNESS MASTER ISSUER Call PLNT 72703H101 $36.5M 0.72% 700,000 SH
18 AMAZON COM INC AMZN 023135106 $34.9M 0.69% 146,407 SH
19 GLOBAL X FDS COPX 37954Y830 $34.9M 0.69% 453,150 SH
20 ECHOSTAR CORP ECHO 278768106 $32.6M 0.64% 320,727 SH
21 ISHARES TR Put SOXX 464287523 $32.0M 0.63% 50,000 SH
22 SELECT SECTOR SPDR TR XLV 81369Y209 $31.9M 0.63% 201,000 SH
23 ALPHABET INC GOOG 02079K107 $31.8M 0.63% 90,000 SH
24 ASML HLDG NV ASML N07059210 $29.8M 0.59% 15,000 SH
25 MEDLINE INC MDLN 58507V107 $27.2M 0.54% 690,000 SH
26 BLACKSTONE INC BX 09260D107 $25.4M 0.50% 216,100 SH
27 GENERAC HLDGS INC GNRC 368736104 $24.2M 0.48% 82,814 SH
28 CENTURY ALUM CO CENX 156431108 $24.1M 0.48% 523,162 SH
29 SHERWIN WILLIAMS CO SHW 824348106 $23.6M 0.47% 68,562 SH
30 PARKER-HANNIFIN CORP PH 701094104 $23.5M 0.47% 24,026 SH
31 NUTANIX INC NTNX 67059N108 $23.0M 0.45% 450,526 SH
32 APPLE INC AAPL 037833100 $22.4M 0.44% 77,469 SH
33 CLARIVATE PLC CLVT G21810109 $21.7M 0.43% 10,041,847 SH
34 XCEL ENERGY INC XEL 98389B100 $20.6M 0.41% 256,306 SH
35 GLOBAL X FDS LIT 37954Y855 $20.2M 0.40% 258,000 SH
36 GLOBAL X FDS URA 37954Y871 $19.5M 0.39% 446,800 SH
37 CONSOLIDATED EDISON INC ED 209115104 $18.8M 0.37% 170,209 SH
38 CORNING INC GLW 219350105 $18.6M 0.37% 72,919 SH
39 SOUTHERN CO SO 842587107 $18.5M 0.37% 193,731 SH
40 MOSAIC CO MOS 61945C103 $18.5M 0.37% 873,053 SH
41 QUALCOMM INC Call QCOM 747525103 $18.5M 0.37% 100,000 SH
42 ADVANCED MICRO DEVICES INC AMD 007903107 $18.0M 0.36% 31,052 SH
43 FORGENT POWER SOLUTIONS INC FPS 34631F102 $17.9M 0.35% 320,824 SH
44 AMERICAN ELEC PWR CO INC AEP 025537101 $17.6M 0.35% 128,353 SH
45 CENTERPOINT ENERGY INC CNP 15189T107 $16.9M 0.34% 384,471 SH
46 CAPITAL ONE FINL CORP COF 14040H105 $16.7M 0.33% 82,997 SH
47 WILLIAMS COS INC WMB 969457100 $16.5M 0.33% 221,536 SH
48 ISHARES TR EEM 464287234 $16.3M 0.32% 238,968 SH
49 TIMKEN CO TKR 887389104 $16.0M 0.32% 110,445 SH
50 BLACK HILLS CORP BKH 092113109 $16.0M 0.32% 215,401 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $5.05B 307 0001568280-26-000005
2026-03-31 2026-04-28 $3.01B 270 0001568280-26-000003
2025-12-31 2026-02-10 $4.43B 205 0001568280-26-000002