PRAGMA GESTAO DE PATRIMONIO LTD 13F Holdings

CIK 0001555512 · SAO PAULO, D5

As of Sep 30, 2025, PRAGMA GESTAO DE PATRIMONIO LTD reported 20 positions worth $232.3M in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETFAAXJ—604,000$55.1M23.72%
MICROSOFT CORPMSFTTechnology64,000$33.1M14.27%
AMAZON.COM INCAMZNEquity87,600 9.2M8.28%
MOODYS CORPMCOFinancial Services32,800 5.6M6.73%
TRANSDIGM GROUP INCTDGIndustrials11,190 4.7M6.35%
ALPHABET INCGOOGEquity57,200 3.9M6.00%
GE AEROSPACEGEIndustrials40,700 2.2M5.27%
DANAHER CORPDHRHealthcare49,300$9.8M4.21%
MASTERCARD INCMAFinancial Services14,700$8.4M3.60%
SCHWAB CHARLES CORPSCHWEquity83,300$8.0M3.42%
MERCADOLIBRE INCMELIConsumer Cyclical3,150$7.4M3.17%
TE CONNECTIVITY PLCTELTechnology28,900$6.3M2.73%
PROGRESSIVE CORPPGRFinancial Services23,900$5.9M2.54%
BANK OF NEW YORK MELLON CORPBKFinancial Services51,400$5.6M2.41%
VISA INC-CLASS A SHARESVFinancial Services14,500$5.0M2.13%
AUTOLIV INCALVConsumer Cyclical34,900$4.3M1.86%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology10,200$2.8M1.23%
CADENCE DESIGN SYSTEMS INCCDNSTechnology7,800$2.7M1.18%
UNITED RENTALS INCURIIndustrials1,400 .3M0.58%
AMPHENOL CORP-CL AAPHTechnology6,400$792.0K0.34%