Pragma Gestao de Patrimonio Ltd
Net buyer this quarter
$127M
16
+$1.66M
87.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $22.9M | 18.09% | 0.00% | +8.2% | Q2 2022 |
 MSFT | $16.3M | 12.89% | 0.00% | Not reported | Q2 2024 |
 GOOG | $13.1M | 10.39% | Not reported | +45.9% | Q2 2020 |
 TDG | $10.5M | 8.28% | 0.01% | -2.7% | Q4 2023 |
 TSM | $10.2M | 8.04% | 0.00% | Not reported | Q2 2020 |
 V | $10M | 7.90% | 0.00% | +18.5% | Q4 2022 |
 GE | $9.1M | 7.19% | 0.00% | -22.2% | Q3 2024 |
 DHR | $7.96M | 6.29% | 0.01% | -13.8% | Q3 2023 |
 BNY | $5.94M | 4.70% | 0.01% | +13.5% | Q1 2025 |
 MELI | $4.57M | 3.61% | 0.01% | +63.8% | Q1 2025 |
 TEL | $4.27M | 3.38% | 0.01% | Not reported | Q4 2024 |
 AON | $3.88M | 3.07% | 0.01% | +138.8% | Q1 2025 |
 ASML | $2.69M | 2.12% | 0.00% | Not reported | Q3 2023 |
 CDNS | $2.14M | 1.69% | 0.00% | Not reported | Q1 2025 |
 MA | $2.08M | 1.64% | 0.00% | Not reported | Q2 2020 |
 LRCX | $910K | 0.72% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| AMZN | $18.5M | 9.77% | 0.00% | Not reported | Q2 2022 |
| MSFT | $16.2M | 8.56% | 0.00% | Not reported | Q2 2024 |
| TDG | $9.38M | 4.95% | 0.01% | Not reported | Q4 2023 |
| DHR | $9.2M | 4.86% | 0.01% | Not reported | Q3 2023 |
| GE | $8.88M | 4.69% | 0.00% | Not reported | Q3 2024 |
| V | $7.44M | 3.93% | 0.00% | Not reported | Q4 2022 |
| GOOG | $7.31M | 3.86% | Not reported | Not reported | Q2 2020 |
| TSM | $7.2M | 3.80% | 0.00% | Not reported | Q2 2020 |
 MCO | $6.89M | 3.64% | 0.01% | Not reported | Q4 2024 |
| TEL | $4.43M | 2.34% | 0.01% | Not reported | Q4 2024 |
| BNY | $4.29M | 2.27% | 0.01% | Not reported | Q1 2025 |
| MELI | $2.84M | 1.50% | 0.00% | Not reported | Q1 2025 |
| MA | $2.02M | 1.07% | 0.00% | Not reported | Q2 2020 |
 ALV | $1.86M | 0.98% | 0.02% | Not reported | Q3 2025 |
| CDNS | $1.58M | 0.84% | 0.00% | Not reported | Q1 2025 |
| AON | $1.58M | 0.84% | 0.00% | Not reported | Q1 2025 |
 LIN | $694K | 0.37% | 0.00% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| MSFT | $33.1M | 14.27% | 0.00% | +31.4% | Q2 2024 |
| AMZN | $19.2M | 8.28% | 0.00% | +60.7% | Q2 2022 |
| MCO | $15.6M | 6.73% | 0.02% | +19.3% | Q4 2024 |
| TDG | $14.7M | 6.35% | 0.02% | +19.2% | Q4 2023 |
| GOOG | $13.9M | 6.00% | Not reported | -12.7% | Q2 2020 |
| GE | $12.2M | 5.27% | 0.00% | -4.5% | Q3 2024 |
| DHR | $9.77M | 4.21% | 0.01% | +87.5% | Q3 2023 |
| MA | $8.36M | 3.60% | 0.00% | +23.5% | Q2 2020 |
 SCHW | $7.95M | 3.42% | 0.00% | -12.1% | Q1 2025 |
| MELI | $7.36M | 3.17% | 0.01% | -16.2% | Q1 2025 |
| TEL | $6.34M | 2.73% | 0.01% | -26.7% | Q4 2024 |
 PGR | $5.9M | 2.54% | 0.00% | -7.4% | Q1 2025 |
| BNY | $5.6M | 2.41% | 0.01% | -32.4% | Q1 2025 |
| V | $4.95M | 2.13% | 0.00% | Not reported | Q4 2022 |
| ALV | $4.31M | 1.86% | 0.05% | New | Q3 2025 |
| TSM | $2.85M | 1.23% | 0.00% | -60.8% | Q2 2020 |
| CDNS | $2.74M | 1.18% | 0.00% | -58.5% | Q1 2025 |
 URI | $1.34M | 0.58% | 0.00% | New | Q3 2025 |
 APH | $792K | 0.34% | 0.00% | -83.3% | Q2 2025 |
| Q2 2025 | |||||
| MSFT | $24.2M | 10.59% | 0.00% | -21.2% | Q2 2024 |
| TDG | $14.3M | 6.24% | 0.02% | -18.4% | Q4 2023 |
| MCO | $13.8M | 6.03% | 0.02% | +1.1% | Q4 2024 |
| AMZN | $12M | 5.23% | 0.00% | -38.4% | Q2 2022 |
| GOOG | $11.6M | 5.08% | Not reported | +10.6% | Q2 2020 |
| GE | $11M | 4.79% | 0.00% | -15.6% | Q3 2024 |
| MELI | $9.83M | 4.29% | 0.01% | +25.3% | Q1 2025 |
| SCHW | $8.65M | 3.78% | 0.01% | -15.1% | Q1 2025 |
| BNY | $6.92M | 3.03% | 0.01% | -11.8% | Q1 2025 |
| PGR | $6.88M | 3.01% | 0.00% | +9.8% | Q1 2025 |
| MA | $6.69M | 2.92% | 0.00% | +24.0% | Q2 2020 |
| TEL | $6.65M | 2.90% | 0.01% | -21.2% | Q4 2024 |
| TSM | $5.89M | 2.57% | 0.00% | Not reported | Q2 2020 |
| CDNS | $5.79M | 2.53% | 0.01% | +37.2% | Q1 2025 |
| DHR | $5.2M | 2.27% | 0.00% | Not reported | Q3 2023 |
| V | $5.15M | 2.25% | 0.00% | Not reported | Q4 2022 |
| APH | $3.77M | 1.65% | 0.00% | New | Q2 2025 |
 CP | $2.62M | 1.15% | 0.00% | -58.6% | Q3 2023 |
| AON | $1.93M | 0.84% | 0.00% | -71.4% | Q1 2025 |