Point Break Capital Management’s PagSeguro Digital PAGS Stock Holding History

Point Break 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
2026 Q1	$507K	Sell	50,600 -30,400	-38%	-$317K	0.58%	13
2025 Q4	$781K	Buy	+81,000	New	+$777K	0.67%	17
2024 Q3	$697K	Buy	+81,000	New	+$936K	0.82%	14
2020 Q1	–	Sell	-300,000	Closed	-$10.2M	–	20
2019 Q4	$10.2M	Buy	+300,000	New	+$10.8M	1.62%	7
2019 Q1	–	Sell	-35,224	Closed	-$660K	–	15
2018 Q4	$660K	Buy	+35,224	New	+$864K	0.19%	7

Other funds holding PAGS

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

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

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point Break Capital Management's PAGS Position: Q1 2026 in Review

Point Break Capital Management reduced its PagSeguro Digital (PAGS) stake by 38% in Q1 2026, selling an estimated $317K and leaving 50,600 shares worth $507K. The position accounts for 0.58% of the portfolio, ranked #13.

Point Break Capital Management first reported a position in PAGS in Q4 2018 and has held it in 5 quarters since. The position peaked at $10.2M in Q4 2019. 261 funds tracked by Wall St. Rank hold PAGS as of Q1 2026.

Point Break Capital Management held 50,600 shares of PagSeguro Digital worth $507K as of Q1 2026.
Point Break Capital Management sold 30,400 PagSeguro Digital shares in Q1 2026, an estimated $317K.
PagSeguro Digital made up 0.58% of Point Break Capital Management's portfolio in Q1 2026, its #13 holding.
Point Break Capital Management first reported a position in PagSeguro Digital in Q4 2018 and has held it in 5 quarters since.
Point Break Capital Management's PagSeguro Digital position peaked at $10.2M in Q4 2019.
261 funds tracked by Wall St. Rank held PagSeguro Digital as of Q1 2026.

Based on Point Break Capital Management's 13F filing for Q1 2026, filed 14 May 2026.