Antipodes Partners’s PagSeguro Digital PAGS Stock Holding History

Antipodes Partners’s Portfolio PAGS Stock Details PAGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,104,098	Closed	-$44.2M	–	77
2023 Q3	$44.2M	Sell	5,104,098 -852,467	-14%	-$8.02M	1.42%	27
2023 Q2	$56.2M	Sell	5,956,565 -241,374	-4%	-$2.45M	1.94%	22
2023 Q1	$53.1M	Buy	6,197,939 +1,861,959	+43%	+$16.6M	1.84%	24
2022 Q4	$37.9M	Buy	+4,335,980	New	+$50.9M	1.36%	32

Other funds holding PAGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

TCM

Tekne Capital Management New York $237M AUM 62.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Antipodes Partners's PAGS Position: Q4 2023 in Review

Antipodes Partners sold out of PagSeguro Digital (PAGS) in Q4 2023, closing a stake of 5,104,098 shares — an estimated $44.2M sold.

Antipodes Partners first reported a position in PAGS in Q4 2022 and held it in 4 quarters. The position peaked at $56.2M in Q2 2023. 219 funds tracked by Wall St. Rank hold PAGS as of Q4 2023.

Antipodes Partners reported no remaining PagSeguro Digital position as of Q4 2023 after selling out during the quarter.
Antipodes Partners sold 5,104,098 PagSeguro Digital shares in Q4 2023, an estimated $44.2M.
Antipodes Partners first reported a position in PagSeguro Digital in Q4 2022 and held it in 4 quarters.
Antipodes Partners's PagSeguro Digital position peaked at $56.2M in Q2 2023.
219 funds tracked by Wall St. Rank held PagSeguro Digital as of Q4 2023.

Based on Antipodes Partners's 13F filing for Q4 2023, filed 24 Jan 2024.