Back to BTGP Boreas Fund LP - Series A

BTGP Boreas Fund LP - Series A

Quarter-over-quarter position changes

256 changes

ActionCompanyQuarterΔ sharesΔ %Held afterFlowImpact
ExitedCOMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESPSBSJun 30, 2026-212,083-100%0$5.06Mmedium
New464286640Jun 30, 2026+118,993New118,993$4.72Mlow
TrimmedMastercard IncJun 30, 2026-9,055-85%1,590$4.65Mlow
New464287515Jun 30, 2026+50,000New50,000$4.53Mlow
AddedG06973112Jun 30, 2026+70,075>1000%76,777$4.41Mlow
ExitedMacro Bank Inc.BMAJun 30, 2026-47,477-100%0$4.28Mlow
NewADVANCED MICRO DEVICES INCJun 30, 2026+7,346New7,346$4.27Mlow
Exited81369Y407Jun 30, 2026-35,693-100%0$4.26Mlow
Exited81369Y209Jun 30, 2026-27,420-100%0$4.24Mlow
ExitedWarner Bros. Discovery, Inc.Jun 30, 2026-144,828-100%0$4.17Mlow
Exited85208P808Jun 30, 2026-155,800-100%0$3.93Mlow
ExitedHut 8 Corp.Jun 30, 2026-85,000-100%0$3.90Mlow
ExitedTELECOM ARGENTINA SATEOJun 30, 2026-327,501-100%0$3.80Mlow
TrimmedMercadoLibre, Inc.Jun 30, 2026-2,224-90%256$3.77Mlow
ExitedCITIGROUP INCJun 30, 2026-31,472-100%0$3.67Mlow
NewPershing Square USA, Ltd.PSUSJun 30, 2026+92,625New92,625$3.46Mlow
ExitedGAS TRANSPORTER OF THE SOUTH INCTGSJun 30, 2026-106,060-100%0$3.30Mlow
ExitedP5626F128Jun 30, 2026-75,300-100%0$3.19Mlow
TrimmedJPMORGAN CHASE & COJun 30, 2026-9,574-93%762$3.13Mlow
New921909768Jun 30, 2026+36,552New36,552$3.12Mlow
Exited46138G615Jun 30, 2026-54,345-100%0$3.03Mlow
Added92189F106Jun 30, 2026+37,474>1000%40,000$2.83Mlow
ExitedG85158106Jun 30, 2026-190,000-100%0$2.81Mlow
ExitedLPL Financial Holdings Inc.Jun 30, 2026-7,500-100%0$2.68Mlow
ExitedULTRAPAR HOLDINGS INCUGPJun 30, 2026-697,900-100%0$2.63Mlow
ExitedGRID DYNAMICS HOLDINGS, INC.Jun 30, 2026-285,000-100%0$2.57Mlow
New921078101Jun 30, 2026+65,795New65,795$2.54Mlow
New78433H675Jun 30, 2026+43,865New43,865$2.49Mlow
NewG4R20B107Jun 30, 2026+439,845New439,845$2.39Mlow
New464285204Jun 30, 2026+31,440New31,440$2.37Mlow
ExitedG9470A102Jun 30, 2026-604,100-100%0$2.27Mlow
NewN4732M103Jun 30, 2026+191,081New191,081$2.26Mlow
New921937835Jun 30, 2026+29,112New29,112$2.14Mlow
NewEXXON MOBIL CORPJun 30, 2026+15,428New15,428$2.11Mlow
Added29278D105Jun 30, 2026+448,688+65%1,138,705$2.02Mlow
ExitedCOCA COLA FEMSA SAB DE CVKOFJun 30, 2026-21,279-100%0$2.02Mlow
ExitedAccenture plcJun 30, 2026-7,400-100%0$1.99Mlow
Exited46435G425Jun 30, 2026-13,051-100%0$1.94Mlow
Added46438F101Jun 30, 2026+51,402+170%81,705$1.71Mlow
TrimmedGRUPO FINANCIERO GALICIA SAGGALJun 30, 2026-33,991-46%40,294$1.70Mlow
Exited81369Y886Jun 30, 2026-39,716-100%0$1.70Mlow
NewiShares MSCI UAE ETFJun 30, 2026+15,144New15,144$1.65Mlow
New03524A108Jun 30, 2026+20,000New20,000$1.65Mlow
AddedCentral Puerto S.A.Jun 30, 2026+108,134+398%135,312$1.61Mlow
NewVale S.A.VALEJun 30, 2026+103,124New103,124$1.55Mlow
NewBHP Group LtdBHPJun 30, 2026+17,856New17,856$1.49Mlow
ExitedBOSTON SCIENTIFIC CORPJun 30, 2026-15,300-100%0$1.46Mlow
ExitedHowmet Aerospace Inc.Jun 30, 2026-7,106-100%0$1.46Mlow
New92189H805Jun 30, 2026+16,236New16,236$1.44Mlow
New92189F601Jun 30, 2026+11,921New11,921$1.38Mlow
← PrevPage 2 of 6Next →