StockDriftsStockDriftsTop 16 Pragma Gestao De Patrimonio LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 18.09% | 96.0K | $22.9M | +8.16%(+7.25K) | $188.59(+40.59%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 12.89% | 43.8K | $16.3M | +0.00%(+0) | $449.65(+10.50%) | 2026-06-30 | |
| GOOG | ALPHABET INC-CL C | 10.39% | 37.2K | $13.1M | +45.88%(+11.70K) | $190.30(+80.73%) | 2026-06-30 | |
| TDG | TRANSDIGM GROUP INC | 8.28% | 7.9K | $10.5M | -2.72%(-220) | $1229.44(+1.37%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | 8.04% | 21.3K | $10.2M | +0.00%(+0) | $255.43(+68.54%) | 2026-06-30 | |
| V | VISA INC-CLASS A SHARES | 7.9% | 29.1K | $10.0M | +18.50%(+4.55K) | $278.52(+31.21%) | 2026-06-30 | |
| GE | GENERAL ELECTRIC | 7.19% | 24.4K | $9.1M | -22.20%(-6.95K) | $175.87(+105.05%) | 2026-06-30 | |
| DHR | DANAHER CORP | 6.29% | 41.8K | $8.0M | -13.81%(-6.70K) | $204.47(-0.28%) | 2026-06-30 | |
| BK | BANK OF NEW YORK MELLON CORP | 4.7% | 41.1K | $5.9M | +13.54%(+4.90K) | $86.21(+66.80%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 3.61% | 2.7K | $4.6M | +63.83%(+1.05K) | $1829.22(-0.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.20% | +48.94% | +2.81% | +14.85% |
| Top 20 Holdings Unweighted | +11.70% | +39.37% | -1.96% | -9.44% |
Pragma Gestao De Patrimonio LTD reports $126.56M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (18.1%), MSFT (12.9%) and GOOG (10.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +48.94% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pragma Gestao De Patrimonio LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1555512). View Pragma Gestao De Patrimonio LTD’s 13F filings on SEC