BW Gestao de Investimentos Ltda.
Position in ALIT — Alight, Inc. / Delaware
CIK 1568280
SAO PAULO, D5
Position in ALIT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,547,992
-$828,604 QoQ
Shares Held
316,785
-15.6% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#15
of 198 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALIT Over Time
Shares Held
Position Value (USD)
Derivatives in ALIT
reported options exposure · as of Dec 31, 2025CallValue
$1,912,950
CallShares
49,050
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026BW Gestao de Investimentos Ltda. holds $100,658,427 across 14 Software - Application names. ALIT ranks #13 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
60,915 | $15,859,829 | |
| 2 | NOW |
ServiceNow, Inc.
|
108,606 | $10,782,403 | |
| 3 | QNT |
Quantinuum Inc.
|
128,000 | $10,462,720 | |
| 4 | ZM |
Zoom Communications, Inc.
|
106,065 | $9,154,470 | |
| 5 | PCTY |
Paylocity Holding Corp
|
73,898 | $7,724,557 | |
| 6 | WDAY |
Workday, Inc.
|
57,666 | $7,059,471 | |
| 7 | BTDR |
Bitdeer Technologies Group
|
441,625 | $7,008,588 | |
| 8 | SNOW |
Snowflake Inc.
|
27,204 | $6,923,418 |
All Filings in ALIT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,547,992 | 6,335,701 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,376,596 | 7,507,026 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $15,715,445 | 8,059,203 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $1,912,950 | 981,000 | Call | Sole | 2026-02-10 | |
| 2025-09-30 | $29,567,808 | 9,069,880 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $3,198,060 | 981,000 | Call | Sole | 2025-11-13 | |
| 2025-06-30 | $28,249,122 | 4,991,011 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $5,660,000 | 1,000,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $21,301,313 | 3,592,127 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $5,930,000 | 1,000,000 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $19,581,094 | 2,829,638 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||