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 $189.3M across 18 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAXJ ($79.0M, 41.73%), AMZN ($18.5M, 9.77%), MSFT ($16.2M, 8.56%), TDG ($9.4M, 4.95%), DHR ($9.2M, 4.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAXJ | ISHARES MSCI ALL COUNTRY ASI | $79.0M | 41.73% | 820,300 | Added |
| 2 | AMZN | AMAZON.COM INC | $18.5M | 9.77% | 88,800 | Added |
| 3 | MSFT | MICROSOFT CORP | $16.2M | 8.56% | 43,750 | Trimmed |
| 4 | TDG | TRANSDIGM GROUP INC | $9.4M | 4.95% | 8,090 | Trimmed |
| 5 | DHR | DANAHER CORP | $9.2M | 4.86% | 48,500 | Trimmed |
| 6 | GE | GENERAL ELECTRIC | $8.9M | 4.69% | 31,300 | Trimmed |
| 7 | V | VISA INC-CLASS A SHARES | $7.4M | 3.93% | 24,600 | Added |
| 8 | GOOG | ALPHABET INC-CL C | $7.3M | 3.86% | 25,500 | Trimmed |
| 9 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $7.2M | 3.80% | 21,300 | Trimmed |
| 10 | MCO | MOODY'S CORP | $6.9M | 3.64% | 15,800 | Trimmed |
| 11 | TEL | TE CONNECTIVITY PLC | $4.4M | 2.34% | 21,200 | Trimmed |
| 12 | BK | BANK OF NEW YORK MELLON CORP | $4.3M | 2.27% | 36,200 | Trimmed |
| 13 | MELI | MERCADOLIBRE INC | $2.8M | 1.50% | 1,645 | Trimmed |
| 14 | MA | MASTERCARD INC - A | $2.0M | 1.07% | 4,050 | Trimmed |
| 15 | ALV | AUTOLIV INC | $1.9M | 0.98% | 17,700 | Added |
| 16 | CDNS | CADENCE DESIGN SYS INC | $1.6M | 0.84% | 5,700 | Trimmed |
| 17 | AON | AON PLC-CLASS A | $1.6M | 0.84% | 4,900 | New |
| 18 | LIN | LINDE PLC | $694,064 | 0.37% | 1,400 | New |
| 19 | PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | Exited |
| 20 | WDAY | WORKDAY INC-CLASS A | $0 | 0.00% | 0 | Exited |
| 21 | ASML | ASML HOLDING NV-NY REG SHS | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31