Valiant Capital Management’s PagSeguro Digital PAGS Stock Holding History

Valiant 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
2019 Q4	–	Sell	-1,059,934	Closed	-$49.1M	–	17
2019 Q3	$49.1M	Sell	1,059,934 -1,060,000	-50%	-$49.2M	2.67%	12
2019 Q2	$82.6M	Hold	2,119,934	–	–	6.7%	5
2019 Q1	$63.3M	Hold	2,119,934	–	–	5.68%	6
2018 Q4	$39.7M	Buy	2,119,934 +396,500	+23%	+$9.73M	3.74%	10
2018 Q3	$47.7M	Hold	1,723,434	–	–	4.22%	11
2018 Q2	$47.8M	Buy	1,723,434 +150,000	+10%	+$4.96M	4.44%	10
2018 Q1	$60.3M	Buy	+1,573,434	New	+$50.5M	5.51%	7

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

SCH

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Valiant Capital Management's PAGS Position: Q4 2019 in Review

Valiant Capital Management sold out of PagSeguro Digital (PAGS) in Q4 2019, closing a stake of 1,059,934 shares — an estimated $49.1M sold.

Valiant Capital Management first reported a position in PAGS in Q1 2018 and held it in 7 quarters. The position peaked at $82.6M in Q2 2019. 213 funds tracked by Wall St. Rank hold PAGS as of Q4 2019.

Valiant Capital Management reported no remaining PagSeguro Digital position as of Q4 2019 after selling out during the quarter.
Valiant Capital Management sold 1,059,934 PagSeguro Digital shares in Q4 2019, an estimated $49.1M.
Valiant Capital Management first reported a position in PagSeguro Digital in Q1 2018 and held it in 7 quarters.
Valiant Capital Management's PagSeguro Digital position peaked at $82.6M in Q2 2019.
213 funds tracked by Wall St. Rank held PagSeguro Digital as of Q4 2019.

Based on Valiant Capital Management's 13F filing for Q4 2019, filed 11 Feb 2020.