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Patria Holdings Limited
Olímpio Matarazzo Neto · Asset Manager · Buyout
Patria Holdings Limited is a holding company and the controlling shareholder of Patria Investments Limited, a leading alternative investment firm focused on Latin American private markets. Formed in 2001 as the successor to Banco Patrimônio, it serves as the primary investment vehicle for the firm's founding partners to manage their interests in the publicly traded asset management platform. Patria manages a diverse range of asset classes, including private equity, infrastructure, real estate, credit, and public equities. It is recognized as one of the largest independent alternative managers in the region, utilizing its deep local roots and specialized sector knowledge to invest in middle-market opportunities across Latin America and beyond.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -28.8% |
| YTD return | -36.7% |
| Sharpe ratio | -4.50 |
| Win rate | 0% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.patria.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| PAX | Patria Investments Ltd | 100.0% | -28.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | PAX | 0.0% → 100.0% |
Investment Style Analysis
Patria Holdings Limited is widely recognized for employing a Buyout strategy. As of Sep 16, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Asset Management sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Patria Holdings Limited made a significant move by increasing exposure to PAX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution follows a long-term, fundamental, and constructivist investment philosophy focused on resilient sectors within the Latin American private markets. It identifies high-quality companies and essential assets in industries such as infrastructure, healthcare, and agribusiness where it can apply a hands-on management approach. By driving operational improvements and corporate governance enhancements, the firm seeks to generate consistent, risk-adjusted returns. Its strategy leverages extensive regional expertise to navigate complex macroeconomic environments while providing global investors with diversified access to one of the world's most dynamic emerging markets.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Patria Holdings Limited.
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Frequently asked questions
How is the simulated portfolio for Patria Holdings Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Patria Holdings Limited's largest holding?
As of the latest filing, Patria Holdings Limited's top position is Patria Investments Ltd (PAX), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Patria Holdings Limited's historical performance and risk profile?
Our simulation indicates a total return of -28.8%. Notably, the portfolio maintains a Sharpe Ratio of -4.50, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Patria Holdings Limited primarily invest in?
Patria Holdings Limited has a strong preference for the Asset Management sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Patria Holdings Limited's portfolio concentrated or diversified?
Patria Holdings Limited runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Patria Holdings Limited performed in 2026?
Our AI-simulated model portfolio for Patria Holdings Limited tracks a Year-to-Date (YTD) return of -36.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Olímpio Matarazzo Neto manage Patria Holdings Limited directly?
Yes, Olímpio Matarazzo Neto serves as the key portfolio manager for Patria Holdings Limited, overseeing the investment strategy and final capital allocation decisions.