FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,137.55-0.19%
XLE56.71-0.29%
STOXX50E5,860.32-0.39%
XLF51.710.56%
FTSE10,321.09-0.56%
IXIC24,874.010.15%
RUT2,789.830.10%
GSPC7,173.130.11%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:29 PM

Institutional Manager · CIK 0001269950

DELTEC ASSET MANAGEMENT LLC

New York, NY · File #028-10538

Latest AUM
$603.5M
Positions
218
Top-10 Concentration
58.8%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
EXITEDISHARES BITCOIN TRUST ETF46438F101-93,650-$6.1M$0
EXITEDISHARES ETHEREUM TR46438R105-158,500-$5.0M$0
REDUCEANTERO RESOURCES CORPAR-141,000-$4.9M+$177,300
ADDMICROSOFT CORPMSFT+9,727+$4.7M-$2.1M
ADDBROADCOM INCAVGO+12,449+$4.3M+$1.5M
REDUCEGLOBAL X FDS37954Y871-97,250-$4.2M-$1.4M
EXITEDCHIPOTLE MEXICAN GRILL INC169656105-90,600-$3.6M$0
REDUCEOCULAR THERAPEUTIX INCOCUL-274,525-$3.3M+$1.2M
EXITEDSEMLER SCIENTIFIC INC81684M104-110,932-$3.3M$0
REDUCENORWEGIAN CRUISE LINE HLDG LNCLH-146,667-$3.3M-$1.1M

Sector Allocation

Technology
24.2%$146.2M
Healthcare
8.7%$52.6M
Financials
5.8%$34.9M
Industrials
3.9%$23.4M
Energy
2.3%$13.9M
Materials
0.2%$1.3M
Utilities
0.0%$229,625

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ALPHABET INCGOOG172,943$54.1M10.95%
2BROADCOM INCAVGO107,572$37.2M7.53%
3AMAZON COM INCAMZN155,001$35.8M7.24%
4MICROSOFT CORPMSFT71,225$34.4M6.97%
5NVIDIA CORPORATIONNVDA170,709$31.8M6.44%
6OCULAR THERAPEUTIX INCOCUL2,487,934$30.2M6.11%
7CARNIVAL CORPCUKPF654,694$20.0M4.05%
8META PLATFORMS INCMETA27,184$17.9M3.63%
9VISA INCV45,403$15.9M3.22%
10UBER TECHNOLOGIES INCUBER159,815$13.1M2.64%
11WALMART INCWMT114,267$12.7M2.58%
12TAIWAN SEMICONDUCTOR MFG LTD87403910037,867$11.5M2.33%
13ELI LILLY & COLLY8,750$9.4M1.90%
14HOME DEPOT INCHD23,767$8.2M1.65%
15EQT CORPEQT152,139$8.2M1.65%
16GLOBAL X FDS37954Y871185,100$7.9M1.60%
17NORWEGIAN CRUISE LINE HLDG LNCLH343,633$7.7M1.55%
18TESLA INCTSLA16,015$7.2M1.46%
19APPLE INCAAPL26,337$7.2M1.45%
20MASTERCARD INCORPORATEDMA12,364$7.1M1.43%