Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PRAGMA GESTAO DE PATRIMONIO LTD (CIK 1555512) reported $126.6M across 16 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMZN ($22.9M, 18.09%), MSFT ($16.3M, 12.89%), GOOG ($13.1M, 10.39%), TDG ($10.5M, 8.28%), TSM ($10.2M, 8.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | $22.9M | 18.09% | 96,050 | Added |
| 2 | MSFT | MICROSOFT CORP | $16.3M | 12.89% | 43,750 | Hold |
| 3 | GOOG | ALPHABET INC-CL C | $13.1M | 10.39% | 37,200 | Added |
| 4 | TDG | TRANSDIGM GROUP INC | $10.5M | 8.28% | 7,870 | Trimmed |
| 5 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $10.2M | 8.04% | 21,300 | Hold |
| 6 | V | VISA INC-CLASS A SHARES | $10.0M | 7.90% | 29,150 | Added |
| 7 | GE | GENERAL ELECTRIC | $9.1M | 7.19% | 24,350 | Trimmed |
| 8 | DHR | DANAHER CORP | $8.0M | 6.29% | 41,800 | Trimmed |
| 9 | BK | BANK OF NEW YORK MELLON CORP | $5.9M | 4.70% | 41,100 | Added |
| 10 | MELI | MERCADOLIBRE INC | $4.6M | 3.61% | 2,695 | Added |
| 11 | TEL | TE CONNECTIVITY PLC | $4.3M | 3.38% | 21,200 | Hold |
| 12 | AON | AON PLC-CLASS A | $3.9M | 3.07% | 11,700 | Added |
| 13 | ASML | ASML HOLDING NV-NY REG SHS | $2.7M | 2.12% | 1,350 | New |
| 14 | CDNS | CADENCE DESIGN SYS INC | $2.1M | 1.69% | 5,700 | Hold |
| 15 | MA | MASTERCARD INC - A | $2.1M | 1.64% | 4,050 | Hold |
| 16 | LRCX | LAM RESEARCH CORP | $909,993 | 0.72% | 2,100 | New |
| 17 | ALV | AUTOLIV INC | $0 | 0.00% | 0 | Exited |
| 18 | AAXJ | ISHARES MSCI ALL COUNTRY ASI | $0 | 0.00% | 0 | Exited |
| 19 | MCO | MOODY'S CORP | $0 | 0.00% | 0 | Exited |
| 20 | LIN | LINDE PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30