Breakout Capital Partners, LP
Net buyer this quarter
$164M
7
+$31.6M
87.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MMYT | $31.5M | 19.23% | Not reported | Not reported | Q3 2025 |
 ITUB | $26.9M | 16.41% | 0.06% | Not reported | Q4 2023 |
 ACN | $20.8M | 12.71% | 0.03% | Not reported | Q1 2026 |
 VIST | $18.6M | 11.35% | 0.31% | New | Q2 2026 |
 PBR | $16.2M | 9.86% | 0.01% | -15.5% | Q4 2023 |
 MELI | $16M | 9.74% | 0.02% | New | Q2 2026 |
 HDB | $12.7M | 7.76% | 0.00% | Not reported | Q4 2023 |
| Q1 2026 | |||||
| ACN | $33.2M | 19.09% | 0.03% | New | Q1 2026 |
| ITUB | $27.6M | 15.86% | 0.06% | -0.2% | Q4 2023 |
| PBR | $24.5M | 14.11% | 0.02% | Not reported | Q4 2023 |
| MMYT | $22M | 12.68% | Not reported | +109.8% | Q3 2025 |
| HDB | $12.3M | 7.05% | 0.00% | -0.2% | Q4 2023 |
| Q4 2025 | |||||
| ITUB | $23.6M | 16.82% | 0.06% | +0.7% | Q4 2023 |
| MMYT | $23.1M | 16.48% | Not reported | +20.4% | Q3 2025 |
| HDB | $18M | 12.84% | 0.00% | +0.8% | Q4 2023 |
| PBR | $14M | 9.98% | 0.02% | +0.8% | Q4 2023 |
| Q3 2025 | |||||
| ITUB | $23.3M | 14.86% | 0.06% | Not reported | Q4 2023 |
| MMYT | $21.9M | 13.95% | Not reported | New | Q3 2025 |
 XP | $16.8M | 10.72% | Not reported | New | Q3 2025 |
| HDB | $16.7M | 10.65% | 0.00% | Not reported | Q4 2023 |
| PBR | $14.8M | 9.45% | 0.02% | Not reported | Q4 2023 |