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Pragma Gestao de Patrimonio LTD
Pragma Gestão de Patrimônio Ltda. is a Brazilian asset and wealth management firm headquartered in Rio de Janeiro, RJ. Founded in 2007, it specializes in investment and wealth management services primarily for high-net-worth individuals, families, and institutional clients. The firm employs approximately 40 professionals, serving clients across Brazil and globally.
Investment Strategy
Pragma focuses on customized portfolio management and wealth solutions for high-net-worth individuals, families, and institutions. The firm employs a multi-asset allocation approach, combining internal and external investment managers, with strategies tailored to individual client risk profiles, investment goals, and liquidity needs. The firm is known for rigorous research, risk management, and a disciplined approach to diversification across asset classes and geographies.
Latest 13F Filing Activity
Pragma Gestao de Patrimonio LTD filed their most recent 13F report on Jun 30, 2025 disclosing 20 equity positions with a total 13F market value of $229M. The fund increased holdings in Ishares Msci All Country Asi, Taiwan Semiconductor-sp Adr, Danaher Corp. among other positions. Pragma Gestao de Patrimonio LTD reduced exposure to Becton Dickinson and Co., Aon Plc-class A, Fiserv Inc. among others.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAXJ | ISHARES MSCI ALL COUNTRY ASI | 28.85% | $66.0M | 799,000 | $79.64 | $82.62 | +$48.3M |
M MSFT | MICROSOFT CORP | 10.59% | $24.2M | 48,700 | $422.56 | $497.41 | +$1.0M |
T TDG | TRANSDIGM GROUP INC | 6.24% | $14.3M | 9,390 | $1259.86 | $1520.64 | -$1.6M |
M MCO | MOODY'S CORP | 6.03% | $13.8M | 27,500 | $473.62 | $501.59 | +$1.1M |
A AMZN | AMAZON.COM INC | 5.23% | $12.0M | 54,500 | $151.93 | $219.39 | -$4.9M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Associate - Data Management | SP , United States |
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