Institutions / Pragma Gestao de Patrimonio Ltd

Pragma Gestao de Patrimonio Ltd

CIK 1555512 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$234.76M
Positions
19
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
iShares MSCI All Country Asiโ€”$61.96M665,40026.4%
Microsoft Corpโ€”$32.84M67,90014.0%
Amazon.com Incโ€”$19.69M85,3008.4%
Alphabet Inc.โ€”$16.57M52,8007.1%
TransDigm Group Inc.โ€”$14.35M10,7906.1%
Danaher Corp /Deโ€”$13.87M60,6005.9%
General Electric Coโ€”$12.07M39,2005.1%
Moody's Corpโ€”$11.24M22,0004.8%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$8.21M27,0003.5%
Mastercard Incโ€”$7.31M12,8003.1%
Visa Incโ€”$7.01M20,0003.0%
MercadoLibre, Inc.โ€”$6.63M3,2902.8%
TE Connectivity PLCโ€”$6.17M27,1002.6%
Bank of New York Mellon Corp/Theโ€”$5.97M51,4002.5%
Workday Incโ€”$4.57M21,3001.9%
Cadence Design Systems Incโ€”$2.44M7,8001.0%
Progressive CORP/OHโ€”$1.80M7,9000.8%
Autoliv IncALVCommon Stock$1.38M11,6000.6%
Asml Holding Nv-Ny Reg Shsโ€”$695.4K6500.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.