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 Q1	–	Sell	-10,000,000	Closed	-$262M	–	75
2021 Q4	$262M	Buy	10,000,000 +3,000,000	+43%	+$97.6M	1.28%	34
2021 Q3	$362M	Buy	7,000,000 +2,700,000	+63%	+$151M	1.84%	16
2021 Q2	$240M	Buy	4,300,000 +1,600,000	+59%	+$77M	1.38%	28
2021 Q1	$125M	Buy	+2,700,000	New	+$145M	0.71%	47
2019 Q3	–	Sell	-400,000	Closed	-$15.6M	–	117
2019 Q2	$15.6M	Buy	+400,000	New	+$12.4M	0.16%	73
2019 Q1	–	Sell	-500,000	Closed	-$9.37M	–	98
2018 Q4	$9.37M	Buy	+500,000	New	+$12.3M	0.13%	73
2018 Q3	–	Sell	-3,021,100	Closed	-$83.8M	–	116
2018 Q2	$83.8M	Buy	+3,021,100	New	+$99.9M	0.76%	37

Other funds holding PAGS

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.