Palestra Capital Management’s PagSeguro Digital PAGS Stock Holding History

Palestra 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
2021 Q4	–	Sell	-3,571,755	Closed	-$185M	–	33
2021 Q3	$185M	Buy	3,571,755 +1,788,960	+100%	+$100M	3.92%	10
2021 Q2	$99.7M	Buy	+1,782,795	New	+$85.8M	2.15%	18
2018 Q4	–	Sell	-2,348,000	Closed	-$65M	–	23
2018 Q3	$65M	Buy	2,348,000 +233,000	+11%	+$6.34M	3.01%	18
2018 Q2	$58.7M	Buy	+2,115,000	New	+$69.9M	2.57%	24

Other funds holding PAGS

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCM

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

Palestra Capital Management's PAGS Position: Q4 2021 in Review

Palestra Capital Management sold out of PagSeguro Digital (PAGS) in Q4 2021, closing a stake of 3,571,755 shares — an estimated $185M sold.

Palestra Capital Management first reported a position in PAGS in Q2 2018 and held it in 4 quarters. The position peaked at $185M in Q3 2021. 236 funds tracked by Wall St. Rank hold PAGS as of Q4 2021.

Palestra Capital Management reported no remaining PagSeguro Digital position as of Q4 2021 after selling out during the quarter.
Palestra Capital Management sold 3,571,755 PagSeguro Digital shares in Q4 2021, an estimated $185M.
Palestra Capital Management first reported a position in PagSeguro Digital in Q2 2018 and held it in 4 quarters.
Palestra Capital Management's PagSeguro Digital position peaked at $185M in Q3 2021.
236 funds tracked by Wall St. Rank held PagSeguro Digital as of Q4 2021.

Based on Palestra Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.