§ 13F · FUND PROFILE
Pangea Capital Gestao de Recursos Ltda..
AUM · $231M (13F)Positions · 15Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$465K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 198K | $99M | 68.4% | −50% |
| 2 | AMZN | AMAZON COM INC | 91K | $22M | 15.0% | −50% |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 12 | $9M | 6.2% | −50% |
| 4 | MELI | MERCADOLIBRE INC | 4K | $6M | 4.5% | +6% |
| 5 | META | META PLATFORMS INC | 10K | $5M | 3.7% | −5% |
| 6 | EWZ | ISHARES INC | 62K | $2M | 1.5% | −50% |
| 7 | LGIH | LGI HOMES INC | 5K | $318K | 0.2% | NEW |
| 8 | STZ | CONSTELLATION BRANDS INC | 2K | $278K | 0.2% | −50% |
| 9 | NOAH | NOAH HLDGS LTD | 16K | $160K | 0.1% | ±0% |
| 10 | NU | NU HLDGS LTD | 11K | $147K | 0.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PANGEA SIGNAL
AC read
Pangea Capital Gestao de Recursos Ltda. is a institutional fund managing $231 million in assets. The fund runs a focused portfolio of just 15 positions.
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