§ 13F · FUND PROFILE
PRAGMA GESTAO DE PATRIMONIO LTD.
AUM · $127M (13F)Positions · 16Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | 96K | $23M | 18.1% | +8% |
| 2 | MSFT | MICROSOFT CORP | 44K | $16M | 12.9% | ±0% |
| 3 | GOOG | ALPHABET INC-CL C | 37K | $13M | 10.4% | +46% |
| 4 | TDG | TRANSDIGM GROUP INC | 8K | $10M | 8.3% | −3% |
| 5 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | 21K | $10M | 8.0% | ±0% |
| 6 | V | VISA INC-CLASS A SHARES | 29K | $10M | 7.9% | +19% |
| 7 | GE | GENERAL ELECTRIC | 24K | $9M | 7.2% | −22% |
| 8 | DHR | DANAHER CORP | 42K | $8M | 6.3% | −14% |
| 9 | BK | BANK OF NEW YORK MELLON CORP | 41K | $6M | 4.7% | +14% |
| 10 | MELI | MERCADOLIBRE INC | 3K | $5M | 3.6% | +64% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRAGMA SIGNAL
AC read
PRAGMA GESTAO DE PATRIMONIO LTD is a Other fund managing $127 million in assets. The fund runs a focused portfolio of just 16 positions.
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