Pangea Capital Gestao de Recursos Ltda.
CIK 2119167 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- BRK.B68.47%
- AMZN15.02%
- BRK.A6.21%
- MELI4.46%
- META3.74%
- EWZ1.48%
- LGIH0.22%
- STZ0.19%
- NOAH0.11%
- NU0.10%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BRK.BWeight decreased · -3.77 pp72.24% → 68.47%Shares 0 (0.00%)
- MELIWeight increased · +2.09 pp2.37% → 4.46%Shares +2.00K (+111.11%)
- METAWeight increased · +1.54 pp2.20% → 3.74%Shares +4.54K (+89.72%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $99.08M | 68.47% | 198.01K shares | 72.24% → 68.47%-3.77 pp 0 (0.00%) | Unchanged | ▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $21.74M | 15.02% | 91.22K shares | 14.46% → 15.02%+0.56 pp 0 (0.00%) | Unchanged | ▾ |
| 03 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $8.99M | 6.21% | 12 shares | 6.56% → 6.21%-0.35 pp 0 (0.00%) | Unchanged | ▾ |
| 04 | MELIMERCADOLIBRE INC View history and evidence | $6.45M | 4.46% | 3.80K shares | 2.37% → 4.46%+2.09 pp +2.00K (+111.11%) | Added | ▾ |
| 05 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $5.41M | 3.74% | 9.60K shares | 2.20% → 3.74%+1.54 pp +4.54K (+89.72%) | Added | ▾ |
| 06 | EWZISHARES MSCI BRAZIL ETFMSCI BRAZIL ETF View history and evidence | $2.14M | 1.48% | 62.00K shares | 1.81% → 1.48%-0.33 pp 0 (0.00%) | Unchanged | ▾ |
| 07 | LGIHLGI HOMES INC View history and evidence | $318.40K | 0.22% | 5.00K shares | Prior unavailable +5.00K | New | ▾ |
| 08 | STZCONSTELLATION BRANDS INC-ACL A View history and evidence | $278.18K | 0.19% | 2.00K shares | 0.23% → 0.19%-0.04 pp 0 (0.00%) | Unchanged | ▾ |
| 09 | NOAHNOAH HOLDINGS LTD-SPON ADSSPON ADS View history and evidence | $159.84K | 0.11% | 16.00K shares | 0.12% → 0.11%-0.01 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | NUNU HOLDINGS LTD/CAYMAN ISL-AORD SHS CL A View history and evidence | $146.96K | 0.10% | 11.00K shares | Prior unavailable +11.00K | New | ▾ |
Options overlay 1
$72.05K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
EWZISHARES MSCI BRAZIL ETFCALL View history and evidence | Call | 220 | $72.05K | 0 (0.00%) | ▾ |
1 / 1 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2119167 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 144780632
}Take these holdings further.
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