DOSSIER · 13F-HR · Q2 2026

Pangea Capital Gestao de Recursos Ltda.

$145M in tracked AUM across 11 positions as of Q2 2026.

PC
CIK 0002119167 · last filed Jun 30, 2026
Total AUM
$145M
as of Q2 2026
Holdings
11
positions
Whale Score
74
74
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Pangea Capital Gestao de Recursos Ltda. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$99M198K68.4%
02
AMZN
AMAZON COM INC
$22M91K15.0%
03
BRK/A
BERKSHIRE HATHAWAY INC DEL
$9M126.2%
04
MELI
MERCADOLIBRE INC
$6M4K4.5%
05
META
META PLATFORMS INC
$5M10K3.7%
06
EWZ
ISHARES INC
$2M62K1.5%
07
LGIH
LGI HOMES INC
$318K5K0.2%
08
STZ
CONSTELLATION BRANDS INC
$278K2K0.2%
09
NOAH
NOAH HLDGS LTD
$160K16K0.1%
10
G6683N103
NU HLDGS LTD
$147K11K0.1%

Filing history

2026Q2Jun 30
$145M 10.1%
11 positionsView →
2026Q1Mar 31
$131M 6.4%
9 positionsView →
2025Q4Dec 31
$124M 7.0%
9 positionsView →
2025Q3Sep 30
$116M 3.5%
8 positionsView →
2025Q2Jun 30
$112M 6.9%
8 positionsLocked
2025Q1Mar 31
$120M 7.8%
6 positionsLocked
2024Q4Dec 31
$130M 0.8%
4 positionsLocked
2024Q3Sep 30
$129M 10.9%
4 positionsLocked
2024Q2Jun 30
$116M 1.3%
4 positionsLocked
2024Q1Mar 31
$118M 17.9%
3 positionsLocked
2023Q4Dec 31
$100M 19.6%
3 positionsLocked
2023Q3Sep 30
$124M 3.5%
3 positionsLocked
Showing 12 of 14