PRAGMA GESTAO DE PATRIMONIO LTD Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$186.7B

Holdings

20

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (20 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
61,800$23.2B12.42%
2
AAXJISHARES MSCI ALL COUNTRY ASI
240,000$17.8B9.51%
3
AMZNAMAZON.COM INC
88,500$16.8B9.02%
4
T7DTRANSDIGM GROUP INC
11,500$15.9B8.52%
5
MCOMOODY'S CORP
27,200$12.7B6.78%
6
GEGENERAL ELECTRIC
50,500$10.1B5.41%
7
BDXBECTON DICKINSON AND CO
41,900$9.6B5.14%
8
GOOGALPHABET INC-CL C
59,200$9.2B4.95%
9
SCHWSCHWAB (CHARLES) CORP
111,700$8.7B4.68%
10
AONAON PLC-CLASS A
18,900$7.5B4.04%
11
BKBANK OF NEW YORK MELLON CORP
86,200$7.2B3.87%
12
TELTE CONNECTIVITY PLC
50,000$7.1B3.78%
13
PGRPROGRESSIVE CORP
23,500$6.7B3.56%
14
MLB1MERCADOLIBRE INC
3,000$5.9B3.13%
15
CPCANADIAN PACIFIC KANSAS CITY
80,000$5.6B3.01%
16
FISVFISERV INC
25,000$5.5B2.96%
17
MAMASTERCARD INC - A
9,600$5.3B2.82%
18
VVISA INC-CLASS A SHARES
14,500$5.1B2.72%
19
CDNSCADENCE DESIGN SYS INC
13,700$3.5B1.87%
20
CNRCANADIAN NATL RAILWAY CO
34,300$3.3B1.79%