PRAGMA GESTAO DE PATRIMONIO LTD
CIK 0001555512 · SAO PAULO, D5 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$126.6M
2026 Q2
Positions
16
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
87.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AMZN
AMAZON.COM INC
18.1%
MSFT
MICROSOFT CORP
12.9%
GOOG
ALPHABET INC-CL C
10.4%
TDG
TRANSDIGM GROUP INC
8.3%
TSM
TAIWAN SEMICONDUCTOR-SP ADR
8.0%
V
VISA INC-CLASS A SHARES
7.9%
GE
GENERAL ELECTRIC
7.2%
DHR
DANAHER CORP
6.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.