CapitalatWork S.A. — 13F Holdings & Portfolio

CIK 2135126 · latest 13F-HR filed 2026-05-15

CapitalatWork S.A. manages $3.3M in 13F-reported U.S. long-equity assets across 92 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOG (4.91%), APO (4.86%), INTC (4.42%).

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

$3.3M

Long-equity book

Holdings

92

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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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 ALPHABET INC GOOG 02079K107 $164.5K 4.91% 573,572 SH
2 APOLLO GLOBAL MANAGEMENT INC APO 03769M106 $163.0K 4.86% 1,462,525 SH
3 INTEL CORP INTC 458140100 $148.1K 4.42% 3,356,935 SH
4 CHARLES SCHWAB CORP SCHW 808513105 $146.3K 4.37% 1,556,820 SH
5 MICROSOFT CORP MSFT 594918104 $140.4K 4.19% 379,369 SH
6 T-MOBILE US INC TMUS 872590104 $121.0K 3.61% 576,010 SH
7 AERCAP HOLDINGS N.V. AER N00985106 $115.1K 3.44% 839,132 SH
8 ALIBABA GROUP HOLDING LTD BABA 01609W102 $108.8K 3.25% 867,053 SH
9 BLACKROCK INC BLK 09290D101 $106.6K 3.18% 110,880 SH
10 MERCADOLIBRE INC MELI 58733R102 $101.7K 3.04% 58,844 SH
11 CHUBB LIMITED CB H1467J104 $100.8K 3.01% 309,223 SH
12 COMCAST CORP CMCSA 20030N101 $100.4K 3.00% 3,496,029 SH
13 AIRBNB INC ABNB 009066101 $95.4K 2.85% 755,556 SH
14 UBER TECHNOLOGIES INC UBER 90353T100 $89.3K 2.67% 1,241,931 SH
15 AON PLC AON G0403H108 $87.8K 2.62% 272,003 SH
16 LABCORP HOLDINGS INC LH 504922105 $85.8K 2.56% 321,710 SH
17 SALESFORCE INC CRM 79466L302 $82.7K 2.47% 442,980 SH
18 APPLIED MATERIALS INC AMAT 038222105 $78.8K 2.35% 230,464 SH
19 ORACLE CORP ORCL 68389X105 $72.3K 2.16% 491,163 SH
20 VIPSHOP HOLDINGS LTD VIPS 92763W103 $69.8K 2.08% 4,440,936 SH
21 LAS VEGAS SANDS CORP LVS 517834107 $69.0K 2.06% 1,280,587 SH
22 SERVICENOW INC NOW 81762P102 $65.1K 1.94% 622,350 SH
23 VISA INC V 92826C839 $63.5K 1.90% 210,252 SH
24 AMAZON.COM INC AMZN 023135106 $62.3K 1.86% 298,955 SH
25 META PLATFORMS INC META 30303M102 $58.7K 1.75% 102,568 SH
26 NVIDIA CORP NVDA 67066G104 $56.8K 1.70% 325,750 SH
27 INTERCONTINENTAL EXCHANGE INC ICE 45866F104 $53.0K 1.58% 337,022 SH
28 TAKE-TWO INTERACTIVE SOFTWARE INC TTWO 874054109 $51.9K 1.55% 262,845 SH
29 ADOBE INC ADBE 00724F101 $50.4K 1.51% 207,390 SH
30 DEERE & CO DE 244199105 $45.9K 1.37% 81,416 SH
31 WYNDHAM HOTELS & RESORTS INC WH 98311A105 $45.4K 1.36% 558,770 SH
32 THE WALT DISNEY COMPANY DIS 254687106 $38.9K 1.16% 403,630 SH
33 AMRIZE AG AMRZ H2927K103 $32.9K 0.98% 586,500 SH
34 BROADCOM INC AVGO 11135F101 $31.9K 0.95% 103,000 SH
35 ADVANCED MICRO DEVICES INC AMD 007903107 $31.2K 0.93% 153,350 SH
36 S&P GLOBAL INC SPGI 78409V104 $29.8K 0.89% 70,070 SH
37 CHEVRON CORPORATION CVX 166764100 $29.8K 0.89% 143,874 SH
38 ZIMMER BIOMET HOLDINGS INC ZBH 98956P102 $29.6K 0.88% 327,130 SH
39 NETFLIX INC NFLX 64110L106 $28.0K 0.84% 291,400 SH
40 UNITEDHEALTH GROUP INC UNH 91324P102 $26.6K 0.79% 98,270 SH
41 BLACKSTONE INC BX 09260D107 $26.2K 0.78% 228,165 SH
42 PALO ALTO NETWORKS INC PANW 697435105 $24.8K 0.74% 154,800 SH
43 WW GRAINGER INC GWW 384802104 $23.4K 0.70% 21,485 SH
44 CORPAY INC CPAY 219948106 $23.0K 0.69% 79,150 SH
45 INTUIT INC INTU 461202103 $21.4K 0.64% 49,500 SH
46 EXXON MOBIL CORP XOM 30231G102 $20.8K 0.62% 122,327 SH
47 PINTEREST INC PINS 72352L106 $19.4K 0.58% 1,060,125 SH
48 ACCENTURE PLC ACN G1151C101 $17.8K 0.53% 89,625 SH
49 FISERV INC FISV 337738108 $16.1K 0.48% 288,863 SH
50 TRIP COM GROUP LTD TCOM 89677Q107 $10.5K 0.31% 211,200 SH