Fund · CIK 2119167 · concentrated
Pangea Capital Gestao de Recursos Ltda.
Jun 30, 2026Filed Aug 14, 2026 · SEC filing ↗
Reported value$145M +10%
Positions10
Opened · sold out2 · 0
Holdings
Share positions at Jun 30, 2026| Stock | % of fund | Value | Shares | Since Q1 2026 |
|---|---|---|---|---|
| BRK-BBerkshire Hathaway Inc-Cl BCL B NEW | 68.5% | $99.1M | 198,007 | Held |
| AMZNAmazon.Com IncCOM | 15.0% | $21.7M | 91,221 | Held |
| BRK-ABerkshire Hathaway Inc-Cl ACL A | 6.2% | $9.0M | 12 | Held |
| MELIMercadolibre IncCOM | 4.5% | $6.5M | 3,800 | Added +111% |
| METAMeta Platforms Inc-Class ACL A | 3.7% | $5.4M | 9,600 | Added +90% |
| EWZIshares Msci Brazil ETFMSCI BRAZIL ETF | 1.5% | $2.1M | 62,000 | Held |
| LGIHLgi Homes IncStock | 0.2% | $318K | 5,000 | New |
| STZConstellation Brands Inc-AStock | 0.2% | $278K | 2,000 | Held |
| NOAHNoah Holdings Ltd-Spon AdsSPON ADS | 0.1% | $160K | 16,000 | Held |
| NUNu Holdings Ltd/Cayman Isl-AStock | 0.1% | $147K | 11,000 | New |