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Melvin Capital Management’s PagSeguro Digital PAGS Stock Holding History

Melvin Capital Management’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
2022
Q2 		– Sell
-2,880,260
Closed -$57.7M – 33
2022
Q1 		$57.7M Sell
2,880,260
-6,919,740
-71% -$129M 0.59% 40
2021
Q4 		$257M Buy
9,800,000
+3,000,000
+44% +$97.6M 1.25% 37
2021
Q3 		$352M Buy
6,800,000
+950,000
+16% +$53.3M 1.79% 19
2021
Q2 		$327M Sell
5,850,000
-350,000
-6% -$16.8M 1.88% 13
2021
Q1 		$287M Buy
6,200,000
+2,700,000
+77% +$145M 1.64% 26
2020
Q4 		$199M Buy
+3,500,000
New +$157M 0.84% 38
2019
Q4 		– Sell
-5,344,540
Closed -$248M – 115
2019
Q3 		$248M Sell
5,344,540
-4,117,787
-44% -$191M 2% 18
2019
Q2 		$369M Sell
9,462,327
-597,658
-6% -$18.5M 3.77% 7
2019
Q1 		$300M Sell
10,059,985
-7,183,706
-42% -$179M 3.52% 9
2018
Q4 		$323M Buy
17,243,691
+1,158,512
+7% +$28.4M 4.39% 3
2018
Q3 		$445M Buy
16,085,179
+5,519,167
+52% +$150M 4.68% 3
2018
Q2 		$293M Buy
10,566,012
+7,766,012
+277% +$257M 2.65% 9
2018
Q1 		$107M Buy
+2,800,000
New +$89.9M 1.03% 29

Other funds holding PAGS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
TCM
Tekne Capital Management New York $237M AUM 62.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Melvin Capital Management's PAGS Position: Q2 2022 in Review

Melvin Capital Management sold out of PagSeguro Digital (PAGS) in Q2 2022, closing a stake of 2,880,260 shares — an estimated $57.7M sold.

Melvin Capital Management first reported a position in PAGS in Q1 2018 and held it in 13 quarters. The position peaked at $445M in Q3 2018. 210 funds tracked by Wall St. Rank hold PAGS as of Q2 2022.

  • Melvin Capital Management reported no remaining PagSeguro Digital position as of Q2 2022 after selling out during the quarter.
  • Melvin Capital Management sold 2,880,260 PagSeguro Digital shares in Q2 2022, an estimated $57.7M.
  • Melvin Capital Management first reported a position in PagSeguro Digital in Q1 2018 and held it in 13 quarters.
  • Melvin Capital Management's PagSeguro Digital position peaked at $445M in Q3 2018.
  • 210 funds tracked by Wall St. Rank held PagSeguro Digital as of Q2 2022.

Based on Melvin Capital Management's 13F filing for Q2 2022.