PRAGMA GESTAO DE PATRIMONIO LTD Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$232.3B
Holdings
20
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAXJISHARES MSCI ALL COUNTRY ASI | 604,000 | $55.1B | 23.72% | |
| 2 | MSFTMICROSOFT CORP | 64,000 | $33.1B | 14.27% | |
| 3 | AMZNAMAZON.COM INC | 87,600 | $19.2B | 8.28% | |
| 4 | MCOMOODY'S CORP | 32,800 | $15.6B | 6.73% | |
| 5 | T7DTRANSDIGM GROUP INC | 11,190 | $14.7B | 6.35% | |
| 6 | GOOGALPHABET INC-CL C | 57,200 | $13.9B | 6.00% | |
| 7 | GEGENERAL ELECTRIC | 40,700 | $12.2B | 5.27% | |
| 8 | DHRDANAHER CORP | 49,300 | $9.8B | 4.21% | |
| 9 | MAMASTERCARD INC - A | 14,700 | $8.4B | 3.60% | |
| 10 | SCHWSCHWAB (CHARLES) CORP | 83,300 | $8.0B | 3.42% | |
| 11 | MLB1MERCADOLIBRE INC | 3,150 | $7.4B | 3.17% | |
| 12 | TELTE CONNECTIVITY PLC | 28,900 | $6.3B | 2.73% | |
| 13 | PGRPROGRESSIVE CORP | 23,900 | $5.9B | 2.54% | |
| 14 | BKBANK OF NEW YORK MELLON CORP | 51,400 | $5.6B | 2.41% | |
| 15 | VVISA INC-CLASS A SHARES | 14,500 | $5.0B | 2.13% | |
| 16 | ALVAUTOLIV INC | 34,900 | $4.3B | 1.86% | |
| 17 | TSMTAIWAN SEMICONDUCTOR-SP ADR | 10,200 | $2.8B | 1.23% | |
| 18 | CDNSCADENCE DESIGN SYS INC | 7,800 | $2.7B | 1.18% | |
| 19 | URIUNITED RENTALS INC | 1,400 | $1.3B | 0.58% | |
| 20 | APHAMPHENOL CORP-CL A | 6,400 | $792.0M | 0.34% |