13F

Investor

DELTEC ASSET MANAGEMENT LLC

CIK 0001269950 · filed 2026-04-24 · SEC filing

13F book

$545.4M

Positions

235

66 new · 49 sold

Largest name

9.0%

Alphabet Inc

Est. mark

−$37.1M

Price effect on 169 names still held. Flow −$21M.
NameTickerSharesValueWeightEst. markChange
Alphabet Inc171.4K$49.3M9.0%−$4.36MCut−$4.84M
Amazon Com IncAMZN156.9K$32.7M6.0%−$3.5MAdded−$3.1M
Broadcom Inc.AVGO93.4K$28.9M5.3%−$3.42MCut−$8.32M
Nvidia CorpNVDA157.1K$27.4M5.0%−$1.9MCut−$4.44M
Microsoft CorpMSFT57.4K$21.2M3.9%−$6.51MCut−$13.2M
Ocular Therapeutix, IncOCUL2.34M$19.8M3.6%−$8.59MCut−$10.4M
Carnival Corp Ltd.CCL627.4K$16.2M3.0%−$2.92MCut−$3.76M
Visa Inc.V48.4K$14.6M2.7%−$2.2MAdded−$1.29M
Taiwan Semiconductor Mfg Ltd38.6K$13M2.4%$1.29MAdded$1.53M
Meta Platforms, Inc.META21K$12M2.2%−$1.84MCut−$5.95M
Uber Technologies, IncUBER158.1K$11.4M2.1%−$1.55MCut−$1.68M
Alaska Air Group, Inc.ALK269.6K$9.92M1.8%−$405.6KAdded$8.41M
Eqt CorpEQT152.1K$9.68M1.8%$1.53MHeld
DoorDash, Inc.DASH63.6K$9.55M1.8%−$763.3KAdded$7.28M
Walmart Inc.WMT74K$9.19M1.7%$952.1KCut−$3.54M
Global X Fds185.1K$8.96M1.6%$1.06MHeld
Capital One Finl Corp48.3K$8.81M1.6%−$317.6KAdded$7.52M
Eli Lilly & CoLLY8.75K$8.05M1.5%−$1.36MHeld
Home Depot, Inc.HD23.8K$7.82M1.4%−$361.5KHeld
Philip Morris Intl Inc42.4K$7.01M1.3%$209.3KHeld
Apple Inc.AAPL26.3K$6.68M1.2%−$475.9KHeld
Flex Ltd.FLEX99.5K$6.51M1.2%$501.3KCut−$452.1K
Vista Energy S.A.B. De C.V.82.8K$6.25M1.1%$2.22MCut−$18K
Mastercard IncMA12.4K$6.18M1.1%−$880.6KHeld
Citigroup Inc52.6K$5.97M1.1%−$57.7KAdded$3.91M
Tesla, Inc.TSLA16K$5.95M1.1%−$1.25MHeld
Shell Plc56.5K$5.25M1.0%$1.1MHeld
Select Sector Spdr Tr35.5K$5.2M1.0%−$267.1KAdded$156.6K
Alphabet Inc16.1K$4.61M0.8%−$432.8KHeld
Embraer S.A.EMBJ71.3K$4.23M0.8%−$358.4KCut−$1.02M
Tjx Cos Inc New26.1K$4.17M0.8%$128.5KAdded$927K
Spdr S&P 500 Etf Tr6.21K$4.04M0.7%−$196.1KCut−$1.05M
Berkshire Hathaway Inc Del7.81K$3.74M0.7%−$183.2KCut−$567.7K
Cisco Sys Inc46.4K$3.6M0.7%$26KCut−$51K
Boston Scientific CorpBSX55.4K$3.48M0.6%−$1.38MAdded−$557K
Costco Whsl Corp New3.48K$3.47M0.6%$467.3KHeld
Copa Holdings Sa27.9K$3.17M0.6%−$195.5KCut−$1.4M
Marvell Technology, Inc.MRVL29.5K$2.92M0.5%$415.3KCut−$2.3M
Mercadolibre IncMELI1.64K$2.83M0.5%−$403.6KAdded−$23.2K
Altria Group, Inc.MO41.6K$2.75M0.5%$346.8KHeld
Jpmorgan Chase & Co.8.93K$2.63M0.5%−$194.3KAdded$394K
Centrais Elet Bras Sa210.5K$2.37M0.4%$346.6KAdded$876.8K
Parker-Hannifin CorpPH2.63K$2.35M0.4%$42.8KHeld
Select Sector Spdr Tr12.3K$1.98M0.4%$81KHeld
Ypf Sociedad AnonimaYPF40.8K$1.88M0.3%$409.9KCut−$222.9K
Goldman Sachs Group Inc2.2K$1.86M0.3%−$62.7KAdded$191.1K
Invesco Exchange Traded Fd T9.32K$1.79M0.3%$3.35KHeld
Oreilly Automotive Inc19K$1.75M0.3%$20.9KCut−$608.5K
Kb Finl Group Inc17.5K$1.75M0.3%$239.6KHeld
Bbb Foods IncTBBB48.9K$1.73M0.3%$88.1KAdded$243.1K
Applied Matls Inc5K$1.71M0.3%New
Launch Two Acquisition Corp.150K$1.59M0.3%$21KHeld
Sizzle Acquisition Corp. Ii150K$1.54M0.3%$18KHeld
Soulpower Acquisition Corp150K$1.54M0.3%$15KHeld
Suma Acquisition Corp150K$1.5M0.3%New
Trg Latin Amer Acquis Corp150K$1.49M0.3%New
Vaneck Etf Trust86K$1.49M0.3%−$152.2KHeld
S&P Global Inc.SPGI3.45K$1.47M0.3%−$238.3KAdded$187.1K
Spdr Series Trust29.3K$1.42M0.3%$42.8KHeld
Hdfc Bank LtdHDB56.3K$1.4M0.3%−$550.4KAdded−$323.9K
Itau Unibanco Hldg S A159.3K$1.34M0.2%$167.9KAdded$349.6K
Mondelez Intl Inc22.4K$1.29M0.2%$85.4KHeld
Spdr Series Trust10K$1.28M0.2%$58KHeld
Blue Wtr Acquisition Corp Iv125K$1.24M0.2%New
Grupo Financiero Galicia S.A25.9K$1.21M0.2%−$184.4KAdded−$165.7K
Banco BBVA Argentina S.A.BBAR72.5K$1.16M0.2%−$145.7KCut−$218K
Wyndham Hotels & Resorts, Inc.WH14K$1.14M0.2%$79.4KHeld
GE Vernova Inc.GEV1.3K$1.13M0.2%$285.1KCut−$2.13M
Melar Acquisition Corp. I100K$1.08M0.2%$14KHeld
Lionheart Holdings100K$1.08M0.2%$13KHeld
Centurion Acquisition Corp100K$1.08M0.2%$11KHeld
Sim Acquisition Corp. I100K$1.07M0.2%$13KHeld
Graf Global Corp100K$1.07M0.2%−$4.5KHeld
Voyager Acquisition Corp100K$1.07M0.2%$4KHeld
Vine Hill Cap Invt Corp.100K$1.07M0.2%−$6.06KHeld
Launch One Acquisition Corp100K$1.07M0.2%$9KHeld
Mannkind CorpMNKD428K$1.05M0.2%−$1.38MCut−$4.48M
Pampa Energia S A11.7K$1.04M0.2%−$50Added$596.3K
Titan Acquisition Corp100K$1.03M0.2%$3.9KHeld
Jena Acquisition Corp Ii100K$1.02M0.2%$5KHeld
Boeing Co5.1K$1.02M0.2%−$92.3KCut−$504.8K
Inflection Pt Acquisit Corp100K$1.01M0.2%New
Select Sector Spdr Tr22K$1.01M0.2%$70.4KHeld
Otg Acquisition Corp. I100K$1.01M0.2%$6KHeld
Emmis Acquisition Corp.100K$1M0.2%$12KHeld
Safeguard Acquisition Corp100K$996K0.2%New
Arcos Dorados Holdings Inc.ARCO120.4K$993.3K0.2%$109.6KCut−$147.3K
Illumination Acquisitio Corp100K$992K0.2%New
Qdro Acquisition Corp100K$991K0.2%New
Krakacquisition Corporation100K$986K0.2%New
Invesco Qqq Tr1.7K$981.8K0.2%−$63.2KHeld
Banco Macro Sa12.6K$974.9K0.2%−$106.2KAdded$226.5K
Wells Fargo Co New12K$955.3K0.2%−$78.8KAdded$414.8K
Icici Bank Limited35.5K$919.5K0.2%−$138.5KHeld
Elme CommunitiesELME452.6K$909.8K0.2%New
Freeport-Mcmoran IncFCX15K$881.7K0.2%$119.9KHeld
Johnson & JohnsonJNJ3.51K$859K0.2%$131.7KHeld
Jbs N.V.JBS47.6K$855.8K0.2%$168.7KHeld
X3 Acquisition Corp Ltd85K$836.4K0.2%New
Arista Networks, Inc.ANET6.72K$825.1K0.2%−$27.2KAdded$392.7K
General Purp Acquisition Cor80K$792.8K0.1%New
Infosys LtdINFY58.5K$790.3K0.1%−$222KAdded−$127.4K
New Providence Acquisition C75K$769.5K0.1%$0Held
Ishares Tr16.1K$754.1K0.1%−$103.1KAdded−$18.8K
Alussa Energy Acquisit Corp75K$748.5K0.1%New
Paloma Acquisition Corp I75K$748.5K0.1%New
Churchill Capital Corp Ix70K$747.6K0.1%$3.5KHeld
Daedalus Spl Acquisition Cor75K$743.3K0.1%New
Lafayette Digital Acquisitio75K$739.5K0.1%New
Atlanta Braves Hldgs Inc15K$705.2K0.1%$69.7KCut−$648K
Microchip Technology Inc.10.5K$678.4K0.1%New
Alibaba Group Hldg Ltd5.33K$668.1K0.1%−$112.5KCut−$185.8K
Peabody Energy CorpBTU19.5K$642.5K0.1%$63.4KCut$33.7K
Vanguard Index Fds1.98K$636.2K0.1%−$28.7KHeld
Garrett Motion Inc.GTX35K$636K0.1%$25.9KHeld
Vinci Compass Investments Lt59.9K$632.3K0.1%−$63.2KAdded$301.3K
Lake Superior Acquisition Co62.2K$624.2K0.1%$6.85KCut−$75.2K
Grayscale Bitcoin Trust EtfGBTC11.8K$619.9K0.1%−$183.3KCut−$285.8K
Fomento Economico Mexicano S5.5K$610.8K0.1%$54.9KHeld
Cambridge Acquisition Corp60K$597.6K0.1%New
Cartesian Growth Corp Iii57.3K$587.6K0.1%−$2.29KHeld
Haymaker Acquisition Corp Iv50K$573K0.1%$4KHeld
Ge Aerospace2K$568.4K0.1%New
Nextnav Inc35K$560.7K0.1%−$21.7KHeld
Wisdomtree Tr6.3K$553.4K0.1%−$10KHeld
Credicorp LtdBAP1.62K$549.5K0.1%$84.5KHeld
Chevron Corp NewCVX2.65K$548.3K0.1%$144.4KHeld
M3brigade Acquisition V Corp50K$537K0.1%$5.5KHeld
Aldel Finl Ii Inc50K$528K0.1%$3.5KHeld
Bold Eagle Acquisition Corp50K$527.8K0.1%−$1.25KHeld
Range Cap Acquisition Corp50K$525.5K0.1%$4.5KHeld
Ishares Tr2.15K$516K0.1%−$22.2KCut−$2.31M
Fifth Era Acquisition Corp I50K$514.5K0.1%$0Held
Blue Wtr Acquisition Corp. I50K$512.5K0.1%−$3.5KHeld
Interactive Brokers Group In7.63K$511.7K0.1%$21.1KHeld
Republic Digital Acquisition50K$511.5K0.1%$5.25KHeld
Inflection Pt Acquisition Co50K$510.8K0.1%$3.75KHeld
Oyster Enterprises Ii Acquis50K$508.5K0.1%$4.5KHeld
Solarius Capital Acqu Corp50K$508.5K0.1%$6KHeld
Churchill Cap Corp Xi50K$508K0.1%New
Axiom Intelligence Ac Corp 150K$506.5K0.1%$3.5KHeld
Hcm Iv Acquisition Corp50K$501.5K0.1%New
Drugs Made In Amer Acq Ii Co50K$498.5K0.1%$3.5KHeld
Space Asset Acquisition Corp50K$497.5K0.1%New
Mozayyx Acquisition Corp50K$497K0.1%New
Silverbox Corp V50K$495.5K0.1%New
Idea Acquisition Corp50K$495.5K0.1%New
Crane Hbr Acquisition Corp I50K$495K0.1%New
Vine Hill Cap Invts Corp Ii50K$494.5K0.1%New
Bluerock Acquisition Corp50K$494.5K0.1%New
Soren Acquisition Corp50K$493.5K0.1%New
Muzero Acquisition Corp50K$493K0.1%New
Mountain Lake Acquisit Corp50K$491.5K0.1%New
Aldabra 4 Lqdty Opp Veh Inc50K$490.5K0.1%New
Spdr S&P Midcap 400 Etf Tr780$481.1K0.1%New
Edwards Lifesciences CorpEW6K$480.5K0.1%−$31KHeld
Lisata Therapeutics, Inc.LSTA90K$450.9K0.1%New
Centrais Elet Bras Sa40.6K$443.4K0.1%$93.4KHeld
Chunghwa Telecom Co LtdCHT10.4K$439.2K0.1%$5.51KHeld
Grupo Supervielle S.A.SUPV46.5K$438.5K0.1%New
Arcellx Inc3.75K$430.6K0.1%New
Jackson Acquisition Co Ii40K$423.6K0.1%$6.8KHeld
Mountain Lake Acquisition Co40K$421.2K0.1%$5.2KHeld
M & T Bk Corp2K$413.4K0.1%$10.5KHeld
EXPAND ENERGY CorpEXE3.72K$408.2K0.1%New
Advanced Micro Devices IncAMD2K$406.9K0.1%−$21.5KCut−$878.1K
Southern Copper Corp/SCCO2.35K$404.7K0.1%$67.2KCut$36.8K
LENSAR, Inc.LNSR65K$387.4K0.1%−$184.3KAdded$9.43K
Grab Holdings Limited105K$384.3K0.1%−$139.7KHeld
Petroleo Brasileiro Sa Petro19.5K$365.6K0.1%$145.9KCut$131.8K
United Rentals, Inc.URI500$364.3K0.1%−$40.4KCut−$436.9K
Averin Cap Acquisition Corp35K$350K0.1%New
Abony Acquisition Corp I35K$347.6K0.1%New
Archimedes Tech Spac Ptnrs I35K$344.8K0.1%New
Bigbear Ai Hldgs Inc92.7K$326.3K0.1%New
Sherwin Williams CoSHW1K$320.6K0.1%New
Cantor Equity Partners I, Inc.CEPO30K$315K0.1%$2.7KHeld
Rallybio CorpRLYB33.8K$302.7K0.1%New
Range Cap Acquisition Corp I30K$300K0.1%$1.2KHeld
Delta Air Lines Inc DelDAL4.5K$299.2K0.1%−$13.1KHeld
Palvella Therapeutics Inc Ne2.4K$299.2K0.1%$48KHeld
Legato Merger Corp Iv30K$297.3K0.1%New
Ishares Tr8K$287.2K0.1%New
Qxo Inc14.3K$277.9K0.1%$1.86KCut−$728.3K
Trip Com Group Ltd5.5K$273.8K0.1%−$121.7KHeld
Geopark LtdGPRK28K$266K0.0%$58.5KHeld
Renatus Tactical Acquis25K$257K0.0%−$9.75KHeld
Thayer Ventures Acq Corp Ii25K$254.8K0.0%$1.75KHeld
Silver Pegasus Acquisition C25K$254.5K0.0%$3KHeld
Wen Acquisition Corp25K$254.5K0.0%$2KHeld
Helix Acquisition Corp. IIIHLXC25K$254K0.0%New
Oxley Bridge Acq Ltd25K$253.3K0.0%$1.25KHeld
Tidal Trust I10.6K$253K0.0%−$9.43KHeld
Lument Finance Trust Inc200K$252K0.0%−$30KHeld
Colombier Acquisition Corp I25K$251.5K0.0%New
M3-Brigade Acquisition Vi Co25K$251.3K0.0%$1.25KHeld
Spartacus Acquisition Corp I25K$250.8K0.0%New
Infinite Eagle Acquisition C25K$250K0.0%New
Sea LtdSE3K$248.4K0.0%−$89.5KAdded−$6.71K
XP Inc.XP13K$247.5K0.0%New
Ithax Acquisition Corp Iii25K$247.5K0.0%New
Activate Energy Acquisit Cor25K$247.3K0.0%New
American Drive Acquisition C24.9K$247K0.0%New
Launchpad Cadenza Acqu Corp24.9K$246.5K0.0%New
Iron Horse Acquisit Ii Corp25K$246.5K0.0%New
Social Comm Partners Corp25K$246.5K0.0%New
Dbx Etf Tr7.5K$244.8K0.0%−$1.58KHeld
Vale S.A.VALE14K$222.7K0.0%$40.3KCut$7.75K
Merck & Co., Inc.MRK1.85K$222.7K0.0%New
Jade Biosciences, Inc.JBIO15.8K$221.4K0.0%−$21.7KHeld
Apartment Invt & Mgmt Co54.3K$220.8K0.0%New
American Exceptionalism Acqu20K$216.6K0.0%−$11.2KHeld
Ssga Active Etf Tr5.4K$214.5K0.0%−$2.81KHeld
Caterpillar IncCAT300$212.5K0.0%New
Blue Acquisition Corp.20K$204.2K0.0%$0Held
Meshflow Acquisition Corp19.9K$197.3K0.0%New
Eqv Ventures Ac Corp. Ii19.3K$194.6K0.0%$1.16KHeld
BCP Investment CorpBCIC22.2K$167.1K0.0%−$95.8KHeld
Cantor Equity Partners Ii In15K$163.3K0.0%−$5.55KHeld
Leapfrog Acquisition Corp15K$148.9K0.0%New
Hawaiian Elec Industries10K$148.4K0.0%$25.4KCut−$305.3K
Cantor Equity Partners Iii I10K$103.1K0.0%$1.1KHeld
Cantor Equity Partners Iv In10K$101.9K0.0%−$900Held
Pioneer Acquisition I Corp10K$101.3K0.0%$800Held
Cantor Equity Partners Vi In10K$101K0.0%New
Cantor Equity Partners V, Inc.CEPV10K$101K0.0%−$1.5KHeld
Pyrophyte Acquisition Corp.10K$100.9K0.0%$300Held
Auna S.A.AUNA10.5K$57.9K0.0%$6.19KHeld
Eve Hldg Inc13.5K$33.5K0.0%New
Moneyhero Limited22K$29K0.0%$1.32KHeld
Krakacquisition Corporation25K$15K0.0%New
Xerox Holdings Corp100K$9.05K0.0%New
Emmis Acquisition Corp.27.6K$3.31K0.0%−$866Cut−$3.28K
Mountain Lake Acquisit Corp20K$2.6K0.0%New
Moneyhero Limited23.2K$1.97K0.0%$979Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.