Pragma Gestao DE Patrimonio
Pragma Gestao DE Patrimonio reported 16 stocks worth $127M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AMZN (18.1%), MSFT (12.9%) and GOOG (10.4%). Compared with Q1 2026, the fund opened new positions in ASML and LRCX, added to AMZN, GOOG and V, trimmed TDG, GE and DHR and sold out of AAXJ, MCO and ALV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMZN Amazon Com Inc | $22.9M | 18.1% | 96K | +7,250 (+8%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $16.3M | 12.9% | 44K | No change | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $13.1M | 10.4% | 37K | +12K (+46%) | 8 of 8 | |
| 4 |  TDG Transdigm Group Inc | $10.5M | 8.3% | 7,870 | −220 (−3%) | 8 of 8 | |
| 5 |  TSM Taiwan Semiconductor Mfg Ltd | $10.2M | 8.0% | 21K | No change | 5 of 8 | |
| 6 |  V Visa Inc | $10M | 7.9% | 29K | +4,550 (+18%) | 8 of 8 | |
| 7 |  GE GE Aerospace | $9.1M | 7.2% | 24K | −6,950 (−22%) | 8 of 8 | |
| 8 |  DHR Danaher Corp | $8M | 6.3% | 42K | −6,700 (−14%) | 5 of 8 | |
| 9 |  BNY Bank New York Mellon Corp | $5.9M | 4.7% | 41K | +4,900 (+14%) | 6 of 8 | |
| 10 |  MELI Mercadolibre Inc | $4.6M | 3.6% | 2,695 | +1,050 (+64%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pragma Gestao DE Patrimonio 13F FAQ
What does Pragma Gestao DE Patrimonio own?
Pragma Gestao DE Patrimonio reported 16 stocks worth $127M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AMZN (18.1%), MSFT (12.9%) and GOOG (10.4%). The table above lists every position in the filing (the top 10 without an account).
What did Pragma Gestao DE Patrimonio buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 6 added to, 3 trimmed and 4 sold out. New positions include ASML and LRCX. It sold all of AAXJ, MCO and ALV.
When will Pragma Gestao DE Patrimonio file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Pragma Gestao DE Patrimonio's portfolio worth?
The Q2 2026 filing reports $127M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.