PRAGMA GESTAO DE PATRIMONIO LTD

SAO PAULO, D5 · CIK 1555512 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySão Paulo

$126.6m reported value -33.1% vs Q1 2026

16positions

87.4%in top 10

2 new 6 added 3 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	96,050	$22.9m18.09%	18.09%	Added +7.2k	+7,250 8.2%
2	MICROSOFT CORP COM MSFT	MSFT	43,750	$16.3m12.89%	12.89%	Unchanged
3	ALPHABET INC CAP STK CL C GOOG	GOOG	37,200	$13.1m10.39%	10.39%	Added +11.7k	+11,700 45.9%
4	TRANSDIGM GROUP INC COM TDG	TDG	7,870	$10.5m8.28%	8.28%	Reduced -220	-220 -2.7%
5	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	21,300	$10.2m8.04%	8.04%	Unchanged
6	VISA INC COM CL A V	V	29,150	$10.0m7.90%	7.90%	Added +4.5k	+4,550 18.5%
7	GE AEROSPACE COM NEW GE	GE	24,350	$9.1m7.19%	7.19%	Reduced -7.0k	-6,950 -22.2%
8	DANAHER CORPORATION COM DHR	DHR	41,800	$8.0m6.29%	6.29%	Reduced -6.7k	-6,700 -13.8%
9	BANK NEW YORK MELLON CORP COM BNY	BNY	41,100	$5.9m4.70%	4.70%	Added +4.9k	+4,900 13.5%
10	MERCADOLIBRE INC COM MELI	MELI	2,695	$4.6m3.61%	3.61%	Added +1.1k	+1,050 63.8%
11	TE CONNECTIVITY PLC ORD SHS TEL	TEL	21,200	$4.3m3.38%	3.38%	Unchanged
12	AON PLC SHS CL A AON	AON	11,700	$3.9m3.07%	3.07%	Added +6.8k	+6,800 138.8%
13	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,350	$2.7m2.12%	2.12%	New
14	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	5,700	$2.1m1.69%	1.69%	Unchanged
15	MASTERCARD INCORPORATED CL A MA	MA	4,050	$2.1m1.64%	1.64%	Unchanged
16	LAM RESEARCH CORP COM NEW LRCX	LRCX	2,100	$910.0k0.72%	0.72%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR AAXJ	AAXJ	820,300	$79.0m820.3k shares
MOODYS CORP MCO	MCO	15,800	$6.9m15.8k shares
AUTOLIV INC ALV	ALV	17,700	$1.9m17.7k shares
LINDE PLC LIN	LIN	1,400	$694.1k1.4k shares