BNDES Participacoes S.A. — 13F Holdings & Portfolio

CIK 1715696 · latest 13F-HR filed 2026-08-14

BNDES Participacoes S.A. manages $2.36B in 13F-reported U.S. long-equity assets across 1 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are JBS (100.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 0, 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.

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AUM

$2.36B

Long-equity book

Holdings

1

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+0 / −0 / ↑0 / ↓1

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Firm Profile & Key People
Name Title / Status Ownership Type

Quarter-over-quarter changes

Share-count changes vs the prior 13F.

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

  • JBS N.V.-$1.22B -34.0%
Show all 1 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
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 JBS N.V. JBS N4732M103 $2.36B 100.00% 199,288,206 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $2.36B 1 0001140361-26-033108
2026-03-31 2026-05-12 $3.58B 1 0001140361-26-020729
2025-12-31 2026-02-13 $2.87B 1 0001140361-26-005501
Filer Information
Address
AV. REPUBLICA DO CHILE, 100 - 20 ANDAR
CENTRO
RIO DE JANEIRO, D5 20031-917
Phone
55 21 3747-7447
Filing Manager
BNDES Participacoes S.A.
RIO DE JANEIRO, D5
Signatory
Marcelo Marcolino & Marcio Bernardo Spata
Superintendent & Department Head