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.
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 |