account_balance
Investment manager · 13F filer · SEC CIK 1555512
Pragma Gestao de Patrimonio Ltd
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Reported value$129Mas of Sep 30, 2026
Positions21 5 new, 0 sold out
Top 10 weight79.6%AMZN alone is 15%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon.com Inc
14.7%Trimmed −20%
MSFTMicrosoft Corp
12.7%Trimmed −27%
TDGTransDigm Group INC
8.7%Added +32%
VVisa Inc.
8.5%Added +5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
7.6%
GEGeneral Electric Co
6.9%Added +17%
GOOGAlphabet Inc.
6.5%Trimmed −33%
DHRDanaher Corp
6.5%Trimmed −9%
BNYBank of New York Mellon Corp
3.9%−14%
MELIMercadoLibre Inc
3.6%
TELTE Connectivity PLC
3.5%
ASMLASML Holding NV
3.0%
AMZNAmazon.com Inc
14.7%Trimmed −20%
MSFTMicrosoft Corp
12.7%Trimmed −27%
TDGTransDigm Group INC
8.7%Added +32%
VVisa Inc.
8.5%Added +5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
7.6%
GEGeneral Electric Co
6.9%
GOOGAlphabet Inc.
6.5%
DHRDanaher Corp
6.5%
BNY3.9%MELI3.6%TEL3.5%ASML3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon.com Inc 14.7% Trimmed −20%MSFT Microsoft Corp 12.7% Trimmed −27%TDG TransDigm Group INC 8.7% Added +32%V Visa Inc. 8.5% Added +5%TSM Taiwan Semiconductor Manufacturing Co Ltd 7.6% HeldGE General Electric Co 6.9% Added +17%GOOG Alphabet Inc. 6.5% Trimmed −33%DHR Danaher Corp 6.5% Trimmed −9%BNY Bank of New York Mellon Corp 3.9% Trimmed −14%MELI MercadoLibre Inc 3.6% HeldTEL TE Connectivity PLC 3.5% HeldASML ASML Holding NV 3.0% Added +59%
What changed
Biggest moves since Jun 30, 2026
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