Q2 2026 13F · SEC CIK 2119167
Pangea Capital Gestao de Recursos Ltda.
Asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $144.7M
- Reported positions
- 10
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2 qtrs
Pangea Capital Gestao de Recursos Ltda. is an asset manager that reported 10 positions worth $144.7M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 68.5%), Amazon Com Inc (AMZN, 15.0%), Berkshire Hathaway Inc Del (BRK-A, 6.2%).
Pangea Capital Gestao de Recursos Ltda. holdings all 10 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| BRK-BBerkshire Hathaway Inc Del | 68.5% | +0.0% | $99.1M |
| AMZNAmazon Com Inc | 15.0% | +0.0% | $21.7M |
| BRK-ABerkshire Hathaway Inc Del | 6.2% | +0.0% | $9.0M |
| MELIMercadolibre Inc | 4.5% | +111.1% | $6.5M |
| METAMeta Platforms Inc | 3.7% | +89.7% | $5.4M |
| EWZIshares Inc | 1.5% | +0.0% | $2.1M |
| LGIHLgi Homes Inc | 0.2% | — | $318K |
| STZConstellation Brands Inc | 0.2% | +0.0% | $278K |
| NOAHNoah Holdings Ltd | 0.1% | +0.0% | $160K |
| NUNu Hldgs Ltd | 0.1% | — | $147K |
What Pangea Capital Gestao de Recursos Ltda. bought and sold in Q2 2026, against Q1 2026.
New positions
- LGIH Lgi Homes Inc0.2% of 13F
- NU Nu Hldgs Ltd0.1% of 13F
Added to
- MELI Mercadolibre Inc+111.1% shares
- META Meta Platforms Inc+89.7% shares
Reduced
No position shrank by more than 5%.
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $144.7M | 10 |
| Q1 2026 | $131.3M | 8 |
Questions about Pangea Capital Gestao de Recursos Ltda.'s portfolio
What stocks does Pangea Capital Gestao de Recursos Ltda. own?
Pangea Capital Gestao de Recursos Ltda.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 10 positions worth $144.7M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 68.5%, Amazon Com Inc (AMZN) at 15.0%, Berkshire Hathaway Inc Del (BRK-A) at 6.2%, Mercadolibre Inc (MELI) at 4.5% and Meta Platforms Inc (META) at 3.7%.
What did Pangea Capital Gestao de Recursos Ltda. buy last quarter?
In Q2 2026, Pangea Capital Gestao de Recursos Ltda. added a new position in Lgi Homes Inc (LGIH), a new position in Nu Hldgs Ltd (NU), Mercadolibre Inc (MELI) (+111.1% shares) and Meta Platforms Inc (META) (+89.7% shares), compared with its Q1 2026 filing.
What did Pangea Capital Gestao de Recursos Ltda. sell last quarter?
Pangea Capital Gestao de Recursos Ltda. sold out of nothing and cut no large position by more than 5% in Q2 2026.
When is Pangea Capital Gestao de Recursos Ltda.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Pangea Capital Gestao de Recursos Ltda.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.