13F HOLDINGS REPORT (Amended)
PRAGMA GESTAO DE PATRIMONIO LTD
Quarter ended Q2 2023 · Filed May 9, 2023 · Accession 0001555512-23-000004
Total Value
$139,869
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TEMPUR SEALY INTL INC | SGI | 820,000 | $19,795 | 14.15% |
| 2 | ALPHABET INC | GOOG | 204,000 | $19,615 | 14.02% |
| 3 | AMAZON COM INC | AMZN | 142,500 | $16,103 | 11.51% |
| 4 | CDW CORP | CDW | 85,000 | $13,267 | 9.49% |
| 5 | HARLEY DAVIDSON INC | HOG | 335,000 | $11,685 | 8.35% |
| 6 | CYBERARK SOFTWARE LTD | M2682V108 | 74,000 | $11,096 | 7.93% |
| 7 | NICE LTD | NCSYF | 55,000 | $10,353 | 7.40% |
| 8 | SERVICENOW INC | NOW | 23,200 | $8,761 | 6.26% |
| 9 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 390,000 | $6,903 | 4.94% |
| 10 | TENNANT CO | TNC | 116,000 | $6,561 | 4.69% |
| 11 | VERINT SYS INC | 92343X100 | 137,000 | $4,600 | 3.29% |
| 12 | CROWN HLDGS INC | CCK | 40,000 | $3,241 | 2.32% |
| 13 | TWILIO INC | TWLO | 41,000 | $2,835 | 2.03% |
| 14 | APPFOLIO INC | APPF | 25,000 | $2,618 | 1.87% |
| 15 | TENABLE HLDGS INC | 88025T102 | 70,000 | $2,436 | 1.74% |