Pragma Gestao De Patrimonio as of June 30, 2023
Portfolio Holdings for Pragma Gestao De Patrimonio
Pragma Gestao De Patrimonio holds 19 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 8.5 | $14M | 105k | 130.36 | |
| Harley-Davidson (HOG) | 8.3 | $13M | 380k | 35.21 | |
| Cdw (CDW) | 8.2 | $13M | 72k | 183.50 | |
| Alphabet Inc-cl C Cap Stk Cl C (GOOG) | 7.3 | $12M | 97k | 120.97 | |
| Ryanair Holdings Plc-sp Sponsored Ads (RYAAY) | 7.2 | $12M | 105k | 110.60 | |
| Cyberark Software Ltd/israel SHS (CYBR) | 7.2 | $12M | 74k | 156.33 | |
| Nice Ltd - Sponsored Adr (NICE) | 6.5 | $10M | 51k | 206.50 | |
| Intuit (INTU) | 6.1 | $9.9M | 22k | 458.19 | |
| Visa Inc-class A Shares Com Cl A (V) | 6.1 | $9.7M | 41k | 237.48 | |
| Servicenow (NOW) | 5.8 | $9.3M | 17k | 561.97 | |
| Tenable Hldgs (TENB) | 5.0 | $8.0M | 183k | 43.55 | |
| Gildan Activewear Inc Com Cad (GIL) | 4.8 | $7.7M | 240k | 32.24 | |
| CoStar (CSGP) | 4.3 | $6.9M | 78k | 89.00 | |
| Tempur-Pedic International (TPX) | 3.9 | $6.2M | 155k | 40.07 | |
| Six Flags Entertainment (SIX) | 3.6 | $5.7M | 220k | 25.98 | |
| Danaher Corporation (DHR) | 3.1 | $5.0M | 21k | 240.00 | |
| Microchip Technology (MCHP) | 1.7 | $2.7M | 30k | 89.59 | |
| Canadian Natl Ry (CNI) | 1.3 | $2.1M | 17k | 121.07 | |
| Canadian Pacific Kansas City (CP) | 1.3 | $2.0M | 25k | 80.77 |
