PRAGMA GESTAO DE PATRIMONIO LTD — 13F holdings

PRAGMA GESTAO DE PATRIMONIO LTD reported 16 holdings worth $127M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. AMZN AMAZON COM INC — $22.9M (18.1%)
  2. MSFT MICROSOFT CORP — $16.3M (12.9%)
  3. GOOG ALPHABET INC — $13.1M (10.4%)
  4. TDG TRANSDIGM GROUP INC — $10.5M (8.3%)
  5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $10.2M (8.0%)
  6. V Visa Inc — $10.0M (7.9%)
  7. GE GE AEROSPACE — $9.10M (7.2%)
  8. DHR DANAHER CORPORATION — $7.96M (6.3%)
  9. BNY BANK NEW YORK MELLON CORP — $5.94M (4.7%)
  10. MELI Mercadolibre Inc — $4.57M (3.6%)