Pragma Gestao De Patrimonio Ltd Top Holdings and 13F Report (2025) About Pragma Gestao De Patrimonio LtdInvestment ActivityPragma Gestao De Patrimonio Ltd has $228.82 million in total holdings as of June 30, 2025.Pragma Gestao De Patrimonio Ltd owns shares of 20 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 29.62% of the portfolio was purchased this quarter.About 22.06% of the portfolio was sold this quarter.This quarter, Pragma Gestao De Patrimonio Ltd has purchased 20 new stocks and bought additional shares in 7 stocks.Pragma Gestao De Patrimonio Ltd sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares MSCI All Country Asia ex Japan ETF $66,013,380Microsoft $24,223,867Transdigm Group $14,278,810Moody's $13,793,725Amazon.com $11,956,755 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $5,888,740 Holding235851102 - Danaher $5,195,302 Holding032095101 - Amphenol $3,772,250 Holding Largest Purchases this Quarter iShares MSCI All Country Asia ex Japan ETF 559,000 shares (about $46.18M)Taiwan Semiconductor Manufacturing 26,000 shares (about $5.89M)Danaher 26,300 shares (about $5.20M)Amphenol 38,200 shares (about $3.77M)MercadoLibre 760 shares (about $1.99M) Largest Sales this Quarter Amazon.com 34,000 shares (about $7.46M)Microsoft 13,100 shares (about $6.52M)AON 13,500 shares (about $4.82M)Canadian Pacific Kansas City 46,900 shares (about $3.72M)Transdigm Group 2,110 shares (about $3.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPragma Gestao De Patrimonio Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAXJiShares MSCI All Country Asia ex Japan ETF$66,013,380$46,184,580 ▲232.9%799,00028.8%ETFMSFTMicrosoft$24,223,867$6,516,071 ▼-21.2%48,70010.6%Computer and TechnologyTDGTransdigm Group$14,278,810$3,208,550 ▼-18.3%9,3906.2%AerospaceMCOMoody's$13,793,725$150,477 ▲1.1%27,5006.0%FinanceAMZNAmazon.com$11,956,755$7,459,260 ▼-38.4%54,5005.2%Retail/WholesaleGOOGAlphabet$11,619,045$1,117,557 ▲10.6%65,5005.1%Computer and TechnologyGEGE Aerospace$10,964,814$2,033,381 ▼-15.6%42,6004.8%AerospaceMELIMercadoLibre$9,827,249$1,986,359 ▲25.3%3,7604.3%Retail/WholesaleSCHWCharles Schwab$8,649,552$1,541,956 ▼-15.1%94,8003.8%FinanceBKBank of New York Mellon$6,924,360$929,322 ▼-11.8%76,0003.0%FinancePGRProgressive$6,884,988$613,778 ▲9.8%25,8003.0%FinanceMAMastercard$6,687,086$1,292,462 ▲24.0%11,9002.9%Business ServicesTE CONNECTIVITY PLC$6,645,598$1,787,902 ▼-21.2%39,4002.9%ORD SHSTSMTaiwan Semiconductor Manufacturing$5,888,740$5,888,740 ▲New Holding26,0002.6%Computer and TechnologyCDNSCadence Design Systems$5,793,220$1,571,565 ▲37.2%18,8002.5%Computer and TechnologyDHRDanaher$5,195,302$5,195,302 ▲New Holding26,3002.3%MedicalVVisa$5,148,2250.0%14,5002.2%Business ServicesAPHAmphenol$3,772,250$3,772,250 ▲New Holding38,2001.6%Computer and TechnologyCPCanadian Pacific Kansas City$2,623,837$3,717,763 ▼-58.6%33,1001.1%TransportationAONAON$1,926,504$4,816,260 ▼-71.4%5,4000.8%FinanceBDXBecton, Dickinson and Company$0$9,597,614 ▼-100.0%00.0%MedicalFIFiserv$0$5,520,750 ▼-100.0%00.0%Business ServicesCNICanadian National Railway$0$3,342,878 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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