InvestorLens

AZUL — AZUL S A

Public company

Sign in to save1 tracked investor reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying AZUL?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
60
Macro Tailwind
Macro conditions are mixed for this sector
55
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their AZUL position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Andreas Halvorsen)
  • +1 tracked investors reported holding AZUL at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About AZUL S A (AZUL)

AZUL S A (AZUL) appears in the most recent 13F filings of 1 tracked institutional investor. The largest disclosed position is held by Howard Marks (Oaktree Capital Management), valued at $14M. Across recent filings, tracked investors recorded 4 new positions, 3 increased, 3 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in AZUL

54
/100
Mixed Activity
Added / Increased7
Reduced3
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track AZUL

7
/100
Undiscovered
1investor

Only 1 tracked investor report this position.

UndiscoveredCrowded
151015+

AZUL Ownership Composition

How AZUL S A is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
100% of tracked value
Institutions
1
tracked investors
Total Reported
$12.1M
combined 13F value
Types1
  • Other100.0%
Other(1)
100.0%

Tracked investors currently reporting AZUL

3 tracked investors have since exited this position — listed separately below.

  • Andreas HalvorsenJun 30, 2026
    Viking Global Investors
    Shares
    1.3M
    Value
    $12.1M
    % Portfolio
    0.03%

Previously held AZUL

These investors reported AZUL in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Howard MarksOaktree Capital Management2.4M$9.8MJun 30, 2024
Izzy EnglanderMillennium Management198.3K$325.2KMar 31, 2025
Ken GriffinCitadel Advisors453.4K$743.6KMar 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold AZUL?
1 tracked institutional investor disclosed a position in AZUL (AZUL S A) in their most recent 13F filing.
Who is the largest institutional holder of AZUL?
Howard Marks, Oaktree Capital Management, holds the largest disclosed position in AZUL, valued at $14M.
Did institutional ownership of AZUL increase or decrease?
Across recent 13F filings, tracked investors recorded 4 new positions, 3 increased, 3 reduced, and 3 fully exited AZUL.
Where does this AZUL ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.