13F HOLDINGS REPORT (Amended)
PRAGMA GESTAO DE PATRIMONIO LTD
Quarter ended Q2 2023 · Filed May 8, 2023 · Accession 0001555512-23-000003
Total Value
$144,570
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TEMPUR SEALY INTL INC | SGI | 580,000 | $19,911 | 13.77% |
| 2 | ALPHABET INC | GOOG | 218,000 | $19,343 | 13.38% |
| 3 | CDW CORP | CDW | 93,000 | $16,608 | 11.49% |
| 4 | AMAZON COM INC | AMZN | 153,000 | $12,852 | 8.89% |
| 5 | HARLEY DAVIDSON INC | HOG | 300,000 | $12,480 | 8.63% |
| 6 | NICE LTD | NCSYF | 55,000 | $10,577 | 7.32% |
| 7 | SERVICENOW INC | NOW | 25,500 | $9,901 | 6.85% |
| 8 | CYBERARK SOFTWARE LTD | M2682V108 | 74,000 | $9,594 | 6.64% |
| 9 | TENNANT CO | TNC | 100,000 | $6,157 | 4.26% |
| 10 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 220,000 | $5,115 | 3.54% |
| 11 | VERINT SYS INC | 92343X100 | 137,000 | $4,970 | 3.44% |
| 12 | APPFOLIO INC | APPF | 43,000 | $4,531 | 3.13% |
| 13 | INTUIT | INTU | 11,000 | $4,281 | 2.96% |
| 14 | TENABLE HLDGS INC | 88025T102 | 77,000 | $2,938 | 2.03% |
| 15 | VISA INC | V | 13,000 | $2,701 | 1.87% |
| 16 | EDWARDS LIFESCIENCES CORP | EW | 35,000 | $2,611 | 1.81% |