Kapitalo Investimentos Ltda

CIK 0001798686 · Q1 2026

13F Equity AUM

$531.5M

+1.7% QoQ

Positions

+13 QoQ

AUM Rank

#4,159

Top 33%

Skill Alpha (FF)

-10.6%/yr^ns

No Clear Edge

Rank #7,993 · Top 97%

vs S&P -11.6%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 40.0%Top 10: 63.5%Top 20: 85.5%

AMZN9.6%

IVV8.5%

EA8.2%

NVDA7.5%

VST6.2%

GTLS5.6%

ERO5.4%

META4.7%

HOLX4.0%

AES3.8%

Others (40)36.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Basic Materials17.7%

Communication Services15.6%

Financial Services15.0%

Technology13.8%

Utilities12.2%

Consumer Cyclical9.8%

Industrials7.6%

Healthcare4.2%

Other4.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 50Median: 0.96%Avg: 2.00%

0–0.5%

18(3.4%)

0.5–1%

8(6.0%)

1–3%

13(23.7%)

3–5%

4(16.0%)

5%+

7(51.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 50Unique: 0vs 20 funds

0.7%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

BlackRock, Inc.

1.2%

JPMORGAN CHASE & CO

BANK OF AMERICA CORP /DE/

STATE STREET CORP

1.2%

FMR LLC

1.4%

VANGUARD CAPITAL MANAGEMENT LLC

1.1%

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New27Increased9Decreased10Exited14

New Positions

IVV8.5%

+69K

NVDA7.5%

+328K

GTLS5.6%

+143K

HOLX4.0%

+284K

AES3.8%

+1.4M

WBD2.2%

+433K

VALE2.0%

+657K

NU1.9%

+696K

GGB1.8%

+2.7M

CWAN1.4%

+324K

Increased

FXI0.5%

+900K(+1158%)

SUZ2.1%

+310K(+40%)

EA8.2%

+117K(+122%)

VST6.2%

+113K(+107%)

AXIA0.4%

+111K(+147%)

TECK/B3.4%

+50K(+17%)

UGR0.9%

+41K(+5%)

EMBJ1.5%

+32K(+32%)

YPF2.2%

+570(+0%)

Decreased

KVUE0.2%

-1,944,000(-97%)

VIV0.4%

-231,399(-65%)

AMZN9.6%

-123,001(-22%)

MSFT2.7%

-32,652(-46%)

DIS0.1%

-29,600(-90%)

META4.7%

-12,649(-22%)

V0.1%

-9,655(-90%)

MA0.1%

-5,540(-90%)

TSM0.3%

-2,880(-38%)

LOMA0.8%

-2,233(-1%)

Exited

-1,734,000

-802,873

-64,428

-168,689

-8,826

-15,840

-39,978

-34,337

-647,014

-2,931

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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