Breakout Capital Partners, LP — 13F holdings

Breakout Capital Partners, LP reported 8 holdings worth $164M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. MMYT MAKEMYTRIP LIMITED MAURITIUS — $31.5M (19.2%)
  2. ITUB ITAU UNIBANCO HLDG S A — $26.9M (16.4%)
  3. EWM ISHARES INC — $21.2M (12.9%)
  4. ACN ACCENTURE PLC IRELAND — $20.8M (12.7%)
  5. VIST VISTA ENERGY S.A.B. DE C.V. — $18.6M (11.3%)
  6. PBR PETROLEO BRASILEIRO SA PETRO — $16.2M (9.9%)
  7. MELI Mercadolibre Inc — $16.0M (9.7%)
  8. HDB HDFC BANK LTD — $12.7M (7.8%)